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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 61 of 93  ·  1,842 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1201 NVTS NAVITAS SEMICONDUCTOR CORP Technology 21,408.0 $384K 0.00% NEW $17.94 -30.6%
1202 NTST NETSTREIT CORP Real Estate 18,190.0 $384K 0.00% $21.11 -2.4%
1203 FBIN FORTUNE BRANDS HOME & SECURITY INC Industrials 6,957.0 $382K 0.00% $54.91 -16.8%
1204 WDFC WD 40 CO Basic Materials 1,562.0 $381K 0.00% $243.92 -12.2%
1205 VKTX VIKING THERAPEUTICS INC Healthcare 9,733.0 $380K 0.00% $39.04 -12.5%
1206 SAIC SCIENCE APPLICATIONS INTERNATIONAL CORP Technology 3,437.0 $379K 0.00% $110.27 +15.4%
1207 OLED UNIVERSAL DISPLAY CORP Technology 4,369.0 $378K 0.00% $86.52 +3.3%
1208 CNOB CONNECTONE BANCORP INC Financial Services 11,289.0 $378K 0.00% $33.48 -4.4%
1209 DXPE DXP ENTERPRISES INC Industrials 2,243.0 $378K 0.00% -217.0 -8.8% $168.52 +11.8%
1210 APPF APPFOLIO INC Technology 2,354.0 $377K 0.00% $160.15 +39.3%
1211 CRC CALIFORNIA RESOURCES CORP Energy 7,107.0 $376K 0.00% $52.91 -2.3%
1212 CWT CALIFORNIA WATER SERVICE GRP Utilities 7,737.0 $376K 0.00% $48.60 +4.1%
1213 CC CHEMOURS CO Basic Materials 18,334.0 $376K 0.00% $20.51 -23.1%
1214 NTCT NETSCOUT SYSTEMS INC Technology 8,623.0 $376K 0.00% $43.60 -12.7%
1215 HMN HORACE MANN EDUCATORS Financial Services 7,245.0 $374K 0.00% $51.62 -1.2%
1216 IAC INTERACTIVECORP Technology 8,098.0 $374K 0.00% $46.18 -0.1%
1217 OGN ORGANON & CO Healthcare 27,467.0 $372K 0.00% $13.54 +1.5%
1218 SEDG SOLAREDGE TECHNOLOGIES INC Energy 6,373.0 $372K 0.00% $58.37 -48.8%
1219 SR SPIRE INC Utilities 4,760.0 $372K 0.00% $78.15 +6.5%
1220 AWR AMERICAN STATES WATER CO Utilities 4,471.0 $369K 0.00% $82.53 +9.3%
Page 61 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%