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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 46 of 93  ·  1,842 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
901 CWST CASELLA WASTE SYSTEMS INC - CL A Industrials 6,694.0 $649K 0.00% $96.95 -4.4%
902 JEF JEFFERIES FINANCIAL GROUP INC Financial Services 12,896.0 $645K 0.00% $50.02 +6.3%
903 NJR NEW JERSEY RES Utilities 11,513.0 $645K 0.00% -4K -24.0% $56.02 -3.7%
904 PERIMETER SOLUTIONS INC 18,054.0 $644K 0.00% -749.0 -4.0% $35.67
905 XENE XENON PHARMACEUTICALS INC Healthcare 10,633.0 $642K 0.00% $60.38 +2.9%
906 M MACY'S INC Consumer Cyclical 27,253.0 $642K 0.00% $23.56 -4.8%
907 BELFB BEL FUSE INC-CL B Technology 1,925.0 $641K 0.00% NEW $332.99 -22.7%
908 TAP MOLSON COORS BEVERAGE CO - B Consumer Defensive 16,439.0 $640K 0.00% $38.93 +7.3%
909 LNC LINCOLN NATIONAL CORP Financial Services 17,968.0 $635K 0.00% $35.34 +23.0%
910 AX AXOS FINANCIAL INC Financial Services 6,505.0 $634K 0.00% $97.46 -0.2%
911 FND FLOOR & DECOR HOLDINGS INC Consumer Cyclical 10,662.0 $633K 0.00% $59.37 -9.7%
912 AGCO AGCO CORP Industrials 5,284.0 $632K 0.00% $119.61 -7.5%
913 GXO GXO LOGISTICS INC Industrials 12,464.0 $632K 0.00% $50.71 -5.5%
914 HLI HOULIHAN LOKEY INC Financial Services 4,712.0 $632K 0.00% -120K -96.2% $134.13 -2.4%
915 WH WYNDHAM HOTELS & RESORTS INC Consumer Cyclical 7,500.0 $632K 0.00% $84.27 -8.4%
916 IRIDIUM COMMUNICATIONS INC 11,527.0 $632K 0.00% $54.83
917 MSA MSA SAFETY INC Industrials 3,607.0 $630K 0.00% $174.66 +8.9%
918 CAG CONAGRA BRANDS INC Consumer Defensive 46,190.0 $622K 0.00% $13.47 +19.3%
919 UBSI UNITED BANKSHARES INC Financial Services 13,507.0 $619K 0.00% $45.83 +3.7%
920 ESNT ESSENT GROUP LTD Financial Services 9,612.0 $618K 0.00% $64.29 +8.0%
Page 46 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%