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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 51 of 93  ·  1,842 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1001 WIX.COM LTD 11,481.0 $521K 0.00% -2K -16.7% $45.38
1002 TWST TWIST BIOSCIENCE CORP Healthcare 5,056.0 $520K 0.00% $102.85 +45.9%
1003 CLF CLEVELAND-CLIFFS INC Basic Materials 55,377.0 $520K 0.00% $9.39 +22.9%
1004 HIMS HIMS & HERS HEALTH INC Healthcare 15,012.0 $520K 0.00% $34.64 -13.9%
1005 MSGS MADISON SQUARE GARDEN SPORTS C Communication Services 1,290.0 $518K 0.00% $401.55 -0.8%
1006 AWI ARMSTRONG WORLD INDUSTRIES INC Industrials 3,224.0 $517K 0.00% $160.36 +10.9%
1007 Z ZILLOW GROUP INC CL C Communication Services 16,389.0 $517K 0.00% $31.55 +10.8%
1008 VCYT VERACYTE INC Healthcare 8,789.0 $516K 0.00% $58.71 -24.6%
1009 CE CELANESE CORP - SERIES A Basic Materials 11,200.0 $515K 0.00% $45.98 -2.8%
1010 OZK BANK OZK Financial Services 9,839.0 $513K 0.00% $52.14 -5.1%
1011 FBP FIRST BANCORP PUERTO RICO Financial Services 19,669.0 $513K 0.00% -1K -5.0% $26.08 +7.8%
1012 VRNS VARONIS SYSTEMS INC Technology 12,230.0 $513K 0.00% $41.95 -1.3%
1013 LYFT LYFT INC Technology 34,972.0 $511K 0.00% $14.61 +19.0%
1014 BC BRUNSWICK CORP Consumer Cyclical 6,053.0 $510K 0.00% $84.26 -5.4%
1015 MTH MERITAGE HOMES CORP Consumer Cyclical 6,085.0 $510K 0.00% $83.81 -13.8%
1016 POR PORTLAND GENERAL ELECTRIC CO Utilities 9,806.0 $508K 0.00% $51.80 -3.1%
1017 REZI RESIDEO TECHNOLOGIES INC Industrials 16,295.0 $507K 0.00% -972.0 -5.6% $31.11 -36.1%
1018 WEX WEX INC Technology 3,593.0 $507K 0.00% $141.11 +40.7%
1019 IMNM IMMUNOME INC Healthcare 23,833.0 $505K 0.00% -447.0 -1.8% $21.19 +35.7%
1020 LKQ LKQ CORP Consumer Cyclical 19,185.0 $505K 0.00% $26.32 -2.2%
Page 51 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%