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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 56 of 93  ·  1,842 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1101 OSIS OSI SYSTEMS INC Technology 2,030.0 $444K 0.00% $218.72 -6.7%
1102 INGR INGREDION INC Consumer Defensive 4,674.0 $443K 0.00% -1K -23.1% $94.78 +10.8%
1103 PTEN PATTERSON-UTI ENERGY INC Energy 48,204.0 $443K 0.00% $9.19 +25.4%
1104 THFF FIRST FINANCIAL CORP/INDIANA Financial Services 5,703.0 $442K 0.00% $77.50 +2.2%
1105 NOBLE COR 11,848.0 $442K 0.00% $37.31
1106 NWE NORTHWESTERN CORP Utilities 6,157.0 $441K 0.00% $71.63 -1.0%
1107 ITRI ITRON INC Technology 5,080.0 $440K 0.00% $86.61 +14.0%
1108 CPF CENTRAL PACIFIC FINANCIAL CORP Financial Services 11,493.0 $439K 0.00% $38.20 -1.5%
1109 DK DELEK US HOLDINGS INC Energy 8,643.0 $439K 0.00% -901.0 -9.4% $50.79 +33.1%
1110 FIRST HAWAIIAN INC 14,997.0 $439K 0.00% $29.27
1111 INSW INTL Seaways Energy 5,713.0 $438K 0.00% $76.67 +29.2%
1112 LRN STRIDE INC Consumer Defensive 5,049.0 $435K 0.00% $86.16 -0.7%
1113 COLD AMERICOLD REALTY TRUST Real Estate 27,697.0 $435K 0.00% $15.71 -1.4%
1114 BGC BGCGRP Financial Services 40,662.0 $435K 0.00% -1K -2.7% $10.70 +10.3%
1115 LINE LINEAGE INC Real Estate 10,004.0 $433K 0.00% NEW $43.28 -4.7%
1116 USAR USA RARE EARTH INC Basic Materials 20,082.0 $433K 0.00% NEW $21.56 -10.0%
1117 TDS TELEPHONE & DATA SYSTEMS INC Communication Services 11,670.0 $432K 0.00% $37.02 -8.6%
1118 BKH BLACK HILLS CORP Utilities 5,801.0 $432K 0.00% $74.47 -1.9%
1119 ADEA ADEIA INC Technology 13,053.0 $430K 0.00% -4K -24.1% $32.94 -17.6%
1120 RELY REMITLY GLOBAL INC Technology 19,167.0 $430K 0.00% $22.43 +16.9%
Page 56 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%