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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 59 of 93  ·  1,842 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1161 IRTC IRHYTHM TECHNOLOGIES INC Healthcare 3,405.0 $405K 0.00% $118.94 +3.5%
1162 KGS KODIAK GAS SERVICES INC Energy 5,387.0 $405K 0.00% NEW $75.18 -21.6%
1163 AVT AVNET INC Technology 4,553.0 $404K 0.00% $88.73 -1.3%
1164 BFAM BRIGHT HORIZONS FAMILY SOLUTIONS INC Consumer Cyclical 5,700.0 $404K 0.00% -111K -95.1% $70.88 +4.3%
1165 ONDS ONDAS INC Technology 48,993.0 $404K 0.00% NEW $8.25 -0.1%
1166 TCBK TRICO BANCSHARES Financial Services 7,497.0 $404K 0.00% $53.89 -0.0%
1167 VAL VALARIS LTD Energy 5,558.0 $404K 0.00% $72.69 +17.9%
1168 STEL STELLAR BANCORP INC Financial Services 10,257.0 $403K 0.00% $39.29 +0.1%
1169 MAC MACERICH COMPANY Real Estate 15,993.0 $403K 0.00% $25.20 -3.7%
1170 OSBC OLD SECOND BANCORP INC Financial Services 17,258.0 $402K 0.00% $23.29 +8.1%
1171 LIONSGT STD 26,247.0 $402K 0.00% $15.32
1172 YOU CLEAR SECURE INC Technology 7,197.0 $401K 0.00% $55.72 -20.5%
1173 THO THOR INDUSTRIES INC Consumer Cyclical 5,324.0 $400K 0.00% $75.13 +5.8%
1174 BTDR BITDEER TECHNOLOGIES GROUP Technology 25,200.0 $400K 0.00% $15.87 -28.9%
1175 LXP INDSTRL 7,403.0 $399K 0.00% $53.90
1176 ATRO ASTRONICS CORP Industrials 4,916.0 $399K 0.00% -190.0 -3.7% $81.16 -8.2%
1177 PAG PENSKE AUTOMOTIVE GROUP INC Consumer Cyclical 2,230.0 $399K 0.00% $178.92 +22.8%
1178 CHWY CHEWY INC Consumer Cyclical 20,262.0 $398K 0.00% $19.64 +25.7%
1179 CBU COMMUNITY BANK SYSTEM INC Financial Services 5,913.0 $397K 0.00% $67.14 -6.3%
1180 FCNCA FIRST CITIZENS BCSHS Financial Services 191.0 $397K 0.00% -725.0 -79.2% $2078.53 +3.9%
Page 59 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%