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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 66 of 93  ·  1,842 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1301 DNLI DENALI THERAPEUTICS INC Healthcare 12,238.0 $315K 0.00% $25.74 -3.1%
1302 ITGR INTEGER HOLDINGS CORP Healthcare 3,368.0 $315K 0.00% -99K -96.7% $93.53 +34.1%
1303 KBH KB HOME Consumer Cyclical 5,029.0 $315K 0.00% $62.64 -8.9%
1304 PRLB PROTO LABS INC Industrials 3,847.0 $314K 0.00% $81.62 -5.0%
1305 LAZARD LTD-CL A 7,484.0 $314K 0.00% $41.96
1306 SIRIUSPOINT LTD 13,069.0 $314K 0.00% -6K -29.8% $24.03
1307 ANDE ANDERSONS INC Consumer Defensive 4,575.0 $313K 0.00% $68.42 -3.7%
1308 BFC BANK FIRST CORP Financial Services 2,101.0 $312K 0.00% $148.50 +3.3%
1309 VAC MARRIOTT VACATIONS WORLDWIDE CORP Consumer Cyclical 3,059.0 $312K 0.00% $101.99 +14.8%
1310 SHO SUNSTONE HOTEL INVESTORS INC Real Estate 27,279.0 $312K 0.00% $11.44 -0.7%
1311 BCC BOISE CASCADE CO Basic Materials 3,992.0 $310K 0.00% $77.66 +4.4%
1312 CLSK CLEANSPARK INC Technology 21,262.0 $309K 0.00% $14.53 -12.3%
1313 QTWO Q2 HOLDINGS INC Technology 6,394.0 $308K 0.00% $48.17 +32.6%
1314 CELLEBRITE DI LTD 21,100.0 $308K 0.00% $14.60
1315 RHI ROBERT HALF INTL INC Industrials 9,991.0 $307K 0.00% $30.73 +46.0%
1316 PRVA PRIVIA HEALTH GROUP INC Healthcare 11,922.0 $307K 0.00% $25.75 -17.7%
1317 GPK GRAPHIC PACKAGING HOLDING CO Consumer Cyclical 28,987.0 $306K 0.00% $10.56 +8.3%
1318 KMT KENNAMETAL INC CAP Industrials 8,721.0 $306K 0.00% $35.09 -16.6%
1319 RNST RENASNT CRP Financial Services 7,195.0 $306K 0.00% $42.53 -3.6%
1320 HOG HARLEY DAVIDSON INC Consumer Cyclical 12,465.0 $305K 0.00% $24.47 +12.4%
Page 66 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%