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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 65 of 93  ·  1,842 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1281 ATMU ATMUS FILTRATION TECHNOLOGIES INC Industrials 6,407.0 $327K 0.00% $51.04 -2.7%
1282 UFCS UNITED FIRE GROUP INC Financial Services 6,228.0 $327K 0.00% $52.50 +1.9%
1283 FULT FULTON FIN CORP Financial Services 13,359.0 $323K 0.00% $24.18 -2.1%
1284 GFF GRIFFON CORP Industrials 3,311.0 $323K 0.00% -1K -28.1% $97.55 +3.9%
1285 PVH PVH CORP Consumer Cyclical 4,346.0 $323K 0.00% -244.0 -5.3% $74.32 +0.3%
1286 FCPT FOUR CORNERS PROPERTY TRUST INC Real Estate 13,128.0 $322K 0.00% $24.53 +3.4%
1287 KFY KORN FERRY Industrials 4,832.0 $322K 0.00% -322.0 -6.2% $66.64 +26.7%
1288 SFNC SIMMONS FIRST NATIONAL CORP CL A Financial Services 14,163.0 $321K 0.00% $22.66 +0.2%
1289 ATLA BRAVS C 6,160.0 $320K 0.00% $51.95
1290 AVA AVISTA CORPORATION Utilities 7,828.0 $320K 0.00% $40.88 -7.7%
1291 NIC NICOLET BANKSHARES INC Financial Services 1,936.0 $320K 0.00% $165.29 +3.5%
1292 CNS COHEN & STEERS INC Financial Services 4,184.0 $319K 0.00% $76.24 +8.9%
1293 RUN SUNRUN INC Energy 23,843.0 $319K 0.00% $13.38 -31.3%
1294 JOE ST JOE COMPANY Real Estate 5,084.0 $318K 0.00% $62.55 +11.1%
1295 CON CONCNTRA Healthcare 10,701.0 $318K 0.00% $29.72 +17.0%
1296 LUNR INTUITIVE MACHINES INC Industrials 14,788.0 $316K 0.00% NEW $21.37 -22.3%
1297 LCII LCI INDUSTRIES Consumer Cyclical 2,989.0 $316K 0.00% $105.72 -0.9%
1298 MLCO MELCO RESORTS & ENTERTAINMENT LIMITED Consumer Cyclical 59,993.0 $316K 0.00% $5.27 +4.0%
1299 SRRK SCHOLAR ROCK HOLDING CORP Healthcare 5,738.0 $316K 0.00% $55.07 +5.8%
1300 ABM ABM INDUSTRIES INC Industrials 7,112.0 $315K 0.00% $44.29 +5.2%
Page 65 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%