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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 50 of 93  ·  1,842 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
981 SXT SENSIENT TECHNOLOGIES CORP Basic Materials 4,357.0 $537K 0.00% $123.25 +11.1%
982 KYMR KYMERA THERAPEUTICS INC Healthcare 4,672.0 $536K 0.00% $114.73 +9.4%
983 CHRD CHORD ENERGY CORP Energy 4,693.0 $536K 0.00% $114.21 +22.7%
984 AVAV AEROVIRONMENT INC Industrials 3,225.0 $532K 0.00% $164.96 -11.0%
985 ALGM ALLEGRO MICROSYSTEMS INC Technology 7,635.0 $532K 0.00% $69.68 -47.1%
986 LGN LEGENCE CORP Industrials 6,240.0 $532K 0.00% NEW $85.26 -32.1%
987 HRI HERC HOLDINGS INC Industrials 3,707.0 $531K 0.00% $143.24 +9.1%
988 LIVN LIVANOVA PLC Healthcare 6,442.0 $530K 0.00% $82.27 -2.8%
989 GRC GORMAN-RUPP CO Industrials 5,757.0 $528K 0.00% $91.71 -15.4%
990 AUR AURORA INNOVATION INC Technology 77,224.0 $527K 0.00% $6.82 -15.6%
991 FFIN FIRST FINANCIAL BANKSHARES INC Financial Services 15,244.0 $527K 0.00% $34.57 -2.6%
992 LPX LOUISIANA PACIFIC CORP Basic Materials 6,704.0 $527K 0.00% $78.61 -9.4%
993 VVV VALVOLINE INC Energy 13,339.0 $527K 0.00% $39.51 -17.2%
994 QLYS QUALYS INC Technology 3,823.0 $526K 0.00% $137.59 +28.4%
995 TCBI TEXAS CAPITAL BANCSHARES INC Financial Services 5,090.0 $526K 0.00% $103.34 -4.6%
996 OKLO OKLO INC Utilities 10,030.0 $525K 0.00% $52.34 -20.5%
997 GNW GENWORTH FINANCIAL INC-CL A Financial Services 55,295.0 $524K 0.00% $9.48 +4.6%
998 NOV NOV INC Energy 28,211.0 $523K 0.00% $18.54 +9.1%
999 XMTR XOMETRY INC Industrials 5,414.0 $523K 0.00% $96.60 -8.8%
1000 HOMB HOME BANCSHARES INC Financial Services 18,289.0 $522K 0.00% $28.54 +4.5%
Page 50 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%