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Portfolio (Quarterly) Guide ↗

PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO

· CIK 0000315297
13F Portfolio $28.9B AUM 1,842 positions Filed Aug 11, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 45 New 121 Added 456 Reduced 51 Exited
Page 42 of 93  ·  1,842 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
821 RALLIANT CRP 10,567.0 $778K 0.00% $73.63
822 ACA ARCOSA INC Industrials 5,349.0 $777K 0.00% $145.26 -0.0%
823 EXP EAGLE MATERIALS INC Basic Materials 3,453.0 $777K 0.00% $225.02 -11.1%
824 GVA GRANITE CONSTRUCTION INC Industrials 4,910.0 $776K 0.00% -284.0 -5.5% $158.04 -21.5%
825 EAT BRINKER INTL INC Consumer Cyclical 4,615.0 $775K 0.00% $167.93 +43.5%
826 LSTR LANDSTAR SYSTEM INC Industrials 3,748.0 $775K 0.00% $206.78 -12.2%
827 MDGL MADRIGAL PHARMACEUTICALS INC Healthcare 1,433.0 $769K 0.00% $536.64 +0.4%
828 LNTH LANTHEUS HOLDINGS INC Healthcare 6,910.0 $767K 0.00% -292.0 -4.0% $111.00 -9.2%
829 IDCC INTERDIGITAL INC Technology 2,706.0 $766K 0.00% -106.0 -3.8% $283.07 +21.6%
830 MRCY MERCURY SYSTEMS INC Industrials 6,263.0 $766K 0.00% $122.31 -26.6%
831 LUMN LUMEN TECHNOLOGIES INC Communication Services 99,547.0 $765K 0.00% $7.68 -20.8%
832 ONB OLD NATIONAL BANCORP Financial Services 29,456.0 $763K 0.00% $25.90 -0.5%
833 EMN EASTMAN CHEMICAL CO Basic Materials 11,374.0 $762K 0.00% $66.99 +8.9%
834 ALV AUTOLIV INC Consumer Cyclical 6,537.0 $759K 0.00% -868.0 -11.7% $116.11 +6.4%
835 CMC COMMERCIAL METALS CO Basic Materials 12,054.0 $756K 0.00% $62.72 +9.1%
836 CART MAPLEBEAR INC Consumer Cyclical 15,963.0 $756K 0.00% $47.36 +7.2%
837 TTEK TETRA TECH INC Industrials 25,946.0 $750K 0.00% $28.91 +26.6%
838 APLD APPLIED DIGITAL CORP Technology 20,082.0 $749K 0.00% $37.30 -28.0%
839 CRBG COREBRIDGE FINANCIAL INC 26,123.0 $748K 0.00% $28.63
840 GAMESTOP CORPORATION 33,879.0 $748K 0.00% $22.08
Page 42 of 93  ·  1,842 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 40.8%
Financial Services 10.8%
Consumer Cyclical 9.5%
Industrials 9.3%
Communication Services 9.3%
Healthcare 9.1%
Consumer Defensive 5.4%
Energy 1.8%
Real Estate 1.7%
Utilities 1.3%