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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 62 of 93  ·  1,848 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1221 CSW INDUSTRIALS INC 1,216.0 $317K 0.00% $260.69
1222 SHOO STEVEN MADDEN LTD Consumer Cyclical 9,308.0 $316K 0.00% $33.95 +27.8%
1223 DORM DORMAN PRODUCTS INC Consumer Cyclical 3,019.0 $315K 0.00% $104.34 +20.0%
1224 KMT KENNAMETAL INC CAP Industrials 8,721.0 $315K 0.00% $36.12 -6.8%
1225 KD KYNDRYL HLD Technology 24,015.0 $315K 0.00% $13.12 -10.2%
1226 AVA AVISTA CORPORATION Utilities 7,828.0 $314K 0.00% $40.11 +2.9%
1227 RDNT RADNET INC Healthcare 5,615.0 $314K 0.00% $55.92 -1.1%
1228 TARS TARSUS PHARMACEUTICALS INC Healthcare 4,478.0 $314K 0.00% $70.12 -15.1%
1229 WU WESTERN UNION CO Financial Services 35,809.0 $313K 0.00% $8.74 -7.2%
1230 NORTHERN OIL AND GAS INC 10,721.0 $313K 0.00% $29.20
1231 HIMS HIMS & HERS HEALTH INC Healthcare 15,012.0 $312K 0.00% $20.78 +22.0%
1232 LTH LIFE TIME GROUP HOLDINGS INC Consumer Cyclical 11,550.0 $311K 0.00% $26.93 +24.1%
1233 YETI YETI HOLDINGS INC Consumer Cyclical 8,509.0 $311K 0.00% $36.55 +27.9%
1234 FCPT FOUR CORNERS PROPERTY TRUST INC Real Estate 13,128.0 $310K 0.00% $23.61 +6.0%
1235 HMN HORACE MANN EDUCATORS Financial Services 7,245.0 $309K 0.00% $42.65 +8.9%
1236 TRN TRINITY INDS INC Industrials 9,587.0 $309K 0.00% $32.23 -0.3%
1237 GALAXY DIGITAL INC 16,775.0 $309K 0.00% $18.42
1238 ACAD ACADIA PHARMACEUTICALS INC Healthcare 13,821.0 $308K 0.00% $22.28 -3.0%
1239 CHH CHOICE HOTELS INTL INC Consumer Cyclical 2,975.0 $308K 0.00% $103.53 +9.6%
1240 CURB CURBLNE PRPR Real Estate 11,940.0 $308K 0.00% $25.80 +13.1%
Page 62 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%