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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 61 of 93  ·  1,848 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1201 IAC INTERACTIVECORP Technology 8,098.0 $324K 0.00% $40.01 +12.4%
1202 KFY KORN FERRY Industrials 5,154.0 $324K 0.00% $62.86 +11.3%
1203 DNOW NOW INC Energy 27,118.0 $323K 0.00% $11.91 +11.5%
1204 RUN SUNRUN INC Energy 23,843.0 $323K 0.00% $13.55 +17.3%
1205 ACLS AXCELIS TECHNOLOGY Technology 3,457.0 $322K 0.00% $93.14 +67.1%
1206 PRDO PERDOCEO EDICATION CORP Consumer Defensive 8,614.0 $321K 0.00% $37.26 -11.2%
1207 SNDX SYNDAX PHARMACEUTICALS INC Healthcare 13,746.0 $321K 0.00% $23.35 -15.4%
1208 TVTX TRAVERE THERA Healthcare 10,796.0 $321K 0.00% $29.73 +60.6%
1209 IRIDIUM COMMUNICATIONS INC 11,527.0 $320K 0.00% $27.76
1210 BOH BANK OF HAWAII CORP Financial Services 4,304.0 $320K 0.00% $74.35 +4.0%
1211 PVH PVH CORP Consumer Cyclical 4,590.0 $320K 0.00% $69.72 +38.9%
1212 CAKE CHEESECAKE FACTORY INC Consumer Cyclical 5,833.0 $319K 0.00% $54.69 +17.5%
1213 MGY MAGNOLIA OIL & GAS CORP Energy 10,106.0 $319K 0.00% $31.57 -12.1%
1214 JOE ST JOE COMPANY Real Estate 5,084.0 $319K 0.00% $62.75 +2.3%
1215 WDFC WD 40 CO Basic Materials 1,562.0 $319K 0.00% $204.23 -1.2%
1216 LAZARD LTD-CL A 7,484.0 $318K 0.00% $42.49
1217 AUR AURORA INNOVATION INC Technology 77,224.0 $318K 0.00% $4.12 +71.4%
1218 COLD AMERICOLD REALTY TRUST Real Estate 27,697.0 $317K 0.00% $11.45 +38.1%
1219 ABCB AMERIS BANCORP Financial Services 4,067.0 $317K 0.00% $77.94 +8.6%
1220 VKTX VIKING THERAPEUTICS INC Healthcare 9,733.0 $317K 0.00% $32.57 -1.2%
Page 61 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%