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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 51 of 93  ·  1,848 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1001 PERIMETER SOLUTIONS INC 18,803.0 $459K 0.00% $24.41
1002 KNTK KINETIK HOLDINGS INC Energy 9,440.0 $457K 0.00% $48.41 +3.0%
1003 MRCY MERCURY SYSTEMS INC Industrials 6,263.0 $457K 0.00% $72.97 +31.6%
1004 HP HELMERICH & PAYNE IN Energy 12,659.0 $456K 0.00% $36.02 -7.2%
1005 PEGA PEGASYSTEMS INC Technology 10,716.0 $456K 0.00% $42.55 -22.6%
1006 ITRI ITRON INC Technology 5,080.0 $455K 0.00% $89.57 -4.1%
1007 HRB BLOCK H & R INC Consumer Cyclical 14,290.0 $454K 0.00% $31.77 +31.7%
1008 CVCO CAVCO INDUSTRIES INC Consumer Cyclical 937.0 $454K 0.00% $484.53 +20.8%
1009 CORT CORCEPT THERAPEUTICS INC Healthcare 11,262.0 $454K 0.00% $40.31 +122.6%
1010 FRHC FREEDOM HOLDING CORP/NV Financial Services 3,131.0 $454K 0.00% $145.00 +3.2%
1011 OZK BANK OZK Financial Services 9,839.0 $452K 0.00% $45.94 +15.6%
1012 IESC IES HOLDINGS INC Industrials 949.0 $452K 0.00% $476.29 +28.0%
1013 AGO ASSURED GUARANTY LTD Financial Services 5,533.0 $451K 0.00% $81.51 +3.3%
1014 RDN RADIAN GROUP INC Financial Services 13,612.0 $450K 0.00% $33.06 +18.4%
1015 AXS AXIS CAPITAL HOLDINGS LTD Financial Services 4,434.0 $450K 0.00% $101.49 +12.0%
1016 MDU MDU RES GROUP Industrials 21,699.0 $450K 0.00% $20.74 +1.9%
1017 FFIN FIRST FINANCIAL BANKSHARES INC Financial Services 15,244.0 $449K 0.00% $29.45 +23.9%
1018 GNW GENWORTH FINANCIAL INC-CL A Financial Services 55,295.0 $449K 0.00% $8.12 +23.4%
1019 MTG MGIC INVESTMENT CORP Financial Services 17,087.0 $449K 0.00% $26.28 +11.3%
1020 VVV VALVOLINE INC Energy 13,339.0 $449K 0.00% $33.66 +17.0%
Page 51 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%