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Portfolio (Quarterly) Guide ↗

PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO

· CIK 0000315297
13F Portfolio $25.5B AUM 1,848 positions Filed May 14, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 18 New 104 Added 135 Reduced 36 Exited
Page 41 of 93  ·  1,848 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
801 LAD LITHIA MOTORS INC Consumer Cyclical 2,782.0 $695K 0.00% $249.82 +35.8%
802 LUMN LUMEN TECHNOLOGIES INC Communication Services 99,547.0 $692K 0.00% $6.95 -9.2%
803 ERIE ERIE INDEMNITY COMPANY CL A Financial Services 2,737.0 $688K 0.00% $251.37 -10.1%
804 HQY HEALTHEQUITY INC Healthcare 8,231.0 $688K 0.00% $83.59 +18.1%
805 INGR INGREDION INC Consumer Defensive 6,077.0 $685K 0.00% $112.72 -9.3%
806 LBRDK LIBERTY BROADBAND - C Communication Services 13,558.0 $682K 0.00% $50.30 -37.7%
807 FRT FEDERAL REALTY Real Estate 6,411.0 $681K 0.00% $106.22 +18.0%
808 PRIM PRIMORIS SERVICES CORP Industrials 4,750.0 $679K 0.00% $142.95 -38.4%
809 W WAYFAIR INC Consumer Cyclical 9,016.0 $678K 0.00% $75.20 +21.9%
810 Z ZILLOW GROUP INC CL C Communication Services 16,389.0 $678K 0.00% $41.37 -18.2%
811 NFG NATIONAL FUEL GAS CO Energy 7,197.0 $676K 0.00% $93.93 -13.1%
812 AROC ARCHROCK INC Energy 19,371.0 $674K 0.00% $34.79 +6.1%
813 REXR REXFORD INDUSTRIAL REALTY INC Real Estate 20,595.0 $674K 0.00% $32.73 +14.8%
814 WTFC WINTRUST FINANCIAL CORP Financial Services 4,843.0 $673K 0.00% $138.96 +17.0%
815 SITE SITEONE LANDSCAPE SUPPLY, INC. Industrials 5,032.0 $670K 0.00% $133.15 -19.0%
816 BEN FRANKLIN RESOURCES INC Financial Services 28,367.0 $670K 0.00% $23.62 +41.1%
817 CBSH COMMERCE BANCSHARES INC Financial Services 13,547.0 $667K 0.00% $49.24 +20.6%
818 CHRD CHORD ENERGY CORP Energy 4,693.0 $667K 0.00% $142.13 -12.7%
819 CR CRANE CO NEW COM Industrials 3,868.0 $661K 0.00% $170.89 +28.2%
820 EAT BRINKER INTL INC Consumer Cyclical 4,615.0 $659K 0.00% $142.80 +29.9%
Page 41 of 93  ·  1,848 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 34.2%
Financial Services 11.3%
Communication Services 10.8%
Healthcare 10.0%
Consumer Cyclical 10.0%
Industrials 8.6%
Consumer Defensive 6.3%
Energy 4.1%
Real Estate 1.9%
Basic Materials 1.7%