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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 5 of 93  ·  1,842 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 MRK MERCK & CO INC Healthcare 313,830.0 $40.3M 0.14% -7K -2.2% $128.50 +18.7%
82 WWD WOODWARD INC Industrials 94,631.0 $40.3M 0.14% +9K +10.1% $425.44 -19.3%
83 CVX CHEVRON CORP Energy 239,937.0 $39.8M 0.14% -7K -2.7% $165.76 +23.8%
84 MSCI MSCI INC CL A Financial Services 69,667.0 $39.0M 0.14% -43K -38.4% $560.04 +0.6%
85 RBC RBC BEARINGS INC Industrials 59,757.0 $38.5M 0.13% -4K -6.3% $644.06 -21.5%
86 NFLX NETFLIX INC Communication Services 533,740.0 $38.1M 0.13% -916K -63.2% $71.40 +11.5%
87 GS GOLDMAN SACHS GROUP INC Financial Services 37,502.0 $37.9M 0.13% -483.0 -1.3% $1011.36 +2.8%
88 AIT APPLIED INDUSTRIAL TECHNOLOGIES INC Industrials 111,181.0 $37.6M 0.13% $338.15 +1.0%
89 ROK ROCKWELL AUTOMATION INC Industrials 74,115.0 $36.7M 0.13% +21K +38.9% $495.08 -11.7%
90 WCC WESCO INTERNATIONAL INC Industrials 103,364.0 $35.7M 0.12% $345.43 +1.1%
91 MPWR MONOLITHIC POWER SYSTEMS INC Technology 25,202.0 $34.8M 0.12% -7K -22.9% $1382.35 -4.8%
92 APG API GROUP CORP Industrials 821,554.0 $34.8M 0.12% $42.35 -2.8%
93 EGP EASTGRP PROP INC Real Estate 168,657.0 $34.2M 0.12% +164K +3861.9% $202.53 -0.8%
94 TRGP TARGA RESOURCES CORP Energy 127,076.0 $34.1M 0.12% -10K -7.2% $268.14 +11.5%
95 AME AMETEK INC Industrials 139,716.0 $33.8M 0.12% +13K +10.6% $241.94 -1.0%
96 MTSI MACOM TECHNOLOGY SOLUTIONS HOLDINGS INC Technology 87,929.0 $33.4M 0.12% -40K -31.1% $380.38 -29.9%
97 IBM INTL BUS MACHS Technology 117,998.0 $33.2M 0.12% -1K -1.2% $281.21 -16.2%
98 JLL JONES LANG LASALLE INC Real Estate 106,322.0 $33.0M 0.11% $309.95 +25.0%
99 WFC WELLS FARGO & CO Financial Services 393,765.0 $32.5M 0.11% -8K -1.9% $82.64 +1.5%
100 LSCC LATTICE SEMICONDUCTOR CORP Technology 212,380.0 $32.5M 0.11% -44K -17.0% $152.96 -23.1%
Page 5 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%