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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 72 of 93  ·  1,848 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1421 TDC TERADATA CORP Technology 8,277.0 $212K 0.00% $25.61 +25.8%
1422 AMBA AMBARELLA INC Technology 4,125.0 $212K 0.00% $51.39 +76.2%
1423 HHH HOWARDHUGH Real Estate 3,334.0 $211K 0.00% $63.29 +0.9%
1424 MHO M/I HOMES INC Consumer Cyclical 1,726.0 $211K 0.00% $122.25 +9.3%
1425 MATX MATSON INC Industrials 1,285.0 $211K 0.00% $164.20 +12.2%
1426 KMPR KEMPER CORP Financial Services 6,839.0 $209K 0.00% $30.56 -14.4%
1427 TNL TRAVEL & LEISURE CO Consumer Cyclical 3,005.0 $208K 0.00% $69.22 -0.7%
1428 KWR QUAKER CHEM CORP Basic Materials 1,663.0 $207K 0.00% $124.47 +18.3%
1429 EVTC EVERTEC INC Technology 7,337.0 $207K 0.00% $28.21 -15.4%
1430 AGM FEDERAL AGRIC MORTGAGE CORP-CL C Financial Services 1,398.0 $207K 0.00% $148.07 +20.1%
1431 LADR LADDER CAPITAL CORP Real Estate 21,178.0 $207K 0.00% $9.77 +4.8%
1432 BANF BANCFIRST CORP Financial Services 1,902.0 $206K 0.00% $108.31 +2.3%
1433 PAYO PAYONEER GLOBAL INC Technology 42,719.0 $206K 0.00% $4.82 +3.5%
1434 XHR XENIA HOTELS & RESORTS INC Real Estate 13,863.0 $206K 0.00% $14.86 +16.7%
1435 TPH TRI POINTE GROUP INC Consumer Cyclical 4,340.0 $203K 0.00% $46.77 +0.4%
1436 HLF HERBALIFE NUTRITION LTD Consumer Defensive 13,793.0 $203K 0.00% $14.72 -16.5%
1437 GTLB GITLAB INC-CL A Technology 9,347.0 $202K 0.00% $21.61 +22.7%
1438 HCSG HEALTHCARE SERVICES GROUP INC Healthcare 10,905.0 $202K 0.00% $18.52 +11.2%
1439 VCEL VERICEL CORP Healthcare 6,239.0 $201K 0.00% $32.22 +6.4%
1440 CCC CCC INTELLIGENT SOLUTIONS HOLDINGS INC Technology 33,278.0 $200K 0.00% $6.01 -22.6%
Page 72 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%