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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 44 of 93  ·  1,842 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
861 CRUS CIRRUS LOGIC INC Technology 4,727.0 $702K 0.00% -295.0 -5.9% $148.51 -25.7%
862 IESC IES HOLDINGS INC Industrials 949.0 $697K 0.00% $734.46 -54.4%
863 IDA IDACORP INC Utilities 4,597.0 $696K 0.00% $151.40 -9.8%
864 CAVA CAVA GROUP INC Consumer Cyclical 8,850.0 $695K 0.00% $78.53 -14.5%
865 CHE CHEMED CORP Healthcare 1,493.0 $695K 0.00% -33K -95.7% $465.51 +16.4%
866 ACMR ACM RESEARCH INC Technology 5,452.0 $692K 0.00% NEW $126.93 -37.0%
867 KTOS KRATOS DEFENSE & SECURITY SOLUTIONS INC Industrials 13,869.0 $692K 0.00% $49.90 +7.0%
868 MGM MGM RESORTS INTERNATIONAL Consumer Cyclical 14,449.0 $691K 0.00% $47.82 -9.6%
869 ORA ORMAT TECHNOLOGIES INC Utilities 6,333.0 $690K 0.00% $108.95 -4.1%
870 REXR REXFORD INDUSTRIAL REALTY INC Real Estate 20,595.0 $690K 0.00% $33.50 +11.4%
871 SLAB SILICON LABORATORIES INC Technology 3,153.0 $689K 0.00% $218.52 +0.2%
872 FAF FIRST AMERICAN FINANCIAL CORP Financial Services 10,029.0 $688K 0.00% $68.60 +8.3%
873 CZR CAESARS ENTERTAINMENT INC Consumer Cyclical 22,747.0 $687K 0.00% $30.20 -1.8%
874 TRNO TERRENO REALTY CORP Real Estate 10,607.0 $687K 0.00% -560K -98.1% $64.77 +4.0%
875 CVLT COMMVAULT SYSTEMS INC Technology 4,842.0 $686K 0.00% $141.68 -0.4%
876 ENPH ENPHASE ENERGY INC Energy 13,878.0 $683K 0.00% $49.21 -21.0%
877 MOS MOSAIC CO Basic Materials 32,213.0 $683K 0.00% $21.20 +10.7%
878 OMF ONEMAIN HOLDINGS INC Financial Services 11,210.0 $683K 0.00% $60.93 +5.2%
879 VSCO VICTORIA'S SEC Consumer Cyclical 8,186.0 $683K 0.00% $83.44 +9.7%
880 TEX TEREX CORP Industrials 9,409.0 $681K 0.00% $72.38 -10.7%
Page 44 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%