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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 47 of 93  ·  1,848 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
921 RLI RLI CORP Financial Services 9,446.0 $539K 0.00% $57.06 +4.4%
922 OSIS OSI SYSTEMS INC Technology 2,030.0 $539K 0.00% $265.52 -18.6%
923 ST SENSATA TECHNOLOGIES HOLDING PLC Technology 15,276.0 $538K 0.00% $35.22 +26.2%
924 MGM MGM RESORTS INTERNATIONAL Consumer Cyclical 14,449.0 $535K 0.00% $37.03 +26.7%
925 AVTR AVANTOR INC Healthcare 67,868.0 $532K 0.00% $7.84 +43.6%
926 JEF JEFFERIES FINANCIAL GROUP INC Financial Services 12,896.0 $532K 0.00% $41.25 +35.3%
927 AWI ARMSTRONG WORLD INDUSTRIES INC Industrials 3,224.0 $531K 0.00% $164.70 -2.4%
928 CWST CASELLA WASTE SYSTEMS INC - CL A Industrials 6,694.0 $531K 0.00% $79.32 +26.0%
929 IMNM IMMUNOME INC Healthcare 24,280.0 $531K 0.00% NEW $21.87 +1.5%
930 NOV NOV INC Energy 28,211.0 $531K 0.00% $18.82 +3.4%
931 TFX TELEFLEX INC Healthcare 4,441.0 $531K 0.00% $119.57 +13.1%
932 RIG TRANSOCEAN LTD Energy 79,988.0 $530K 0.00% $6.63 -22.7%
933 ENPH ENPHASE ENERGY INC Energy 13,878.0 $525K 0.00% $37.83 +8.6%
934 PTEN PATTERSON-UTI ENERGY INC Energy 48,204.0 $522K 0.00% $10.83 -11.0%
935 G GENPACT LTD Technology 14,016.0 $522K 0.00% $37.24 -16.2%
936 MTN VAIL RESORTS INC Consumer Cyclical 4,056.0 $520K 0.00% $128.21 +16.3%
937 POR PORTLAND GENERAL ELECTRIC CO Utilities 9,806.0 $517K 0.00% $52.72 +0.2%
938 PECO PHILLIPS EDISON & CO INC Real Estate 13,751.0 $515K 0.00% $37.45 +16.8%
939 STAG STAG INDUSTRIAL INC Real Estate 14,295.0 $515K 0.00% $36.03 +16.7%
940 PB PROSPERITY BANCSHARES INC Financial Services 7,621.0 $512K 0.00% -201K -96.3% $67.18 +11.2%
Page 47 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%