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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 8 of 93  ·  1,842 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 QCOM QUALCOMM INC Technology 134,440.0 $24.8M 0.09% -3K -2.0% $184.79 -13.0%
142 SITM SITIME CORP Technology 33,255.0 $24.8M 0.09% $745.57 -17.5%
143 HPE HEWLETT PACKARD ENTERPRISE COMPANY Technology 545,698.0 $24.6M 0.09% +420K +334.1% $45.11 +18.5%
144 CMS CMS ENERGY CORP Utilities 320,537.0 $24.5M 0.09% $76.50 -10.8%
145 ADI ANALOG DEVICES INC Technology 61,691.0 $24.5M 0.09% -1K -2.1% $397.17 -6.1%
146 CINF CINCINNATI FINANCIAL CORP Financial Services 131,999.0 $24.4M 0.08% $185.14 -9.1%
147 CRWD CROWDSTRIKE HOLDINGS INC Technology 31,901.0 $24.3M 0.08% -326.0 -1.0% $190.79 +0.6%
148 NDAQ NASDAQ INC Financial Services 307,787.0 $24.3M 0.08% -22K -6.7% $78.82 +24.6%
149 HEICO CORP-CLASS A 93,572.0 $24.1M 0.08% $257.91
150 MCD MCDONALDS CORP Consumer Cyclical 88,939.0 $24.0M 0.08% -2K -2.3% $270.31 +0.2%
151 TMO THERMO FISHER SCIENTIFIC INC Healthcare 47,716.0 $23.9M 0.08% -173K -78.4% $501.36 +25.5%
152 COLB COLUMBIA BANKING SYSTEM INC Financial Services 745,368.0 $23.9M 0.08% $32.05 -3.9%
153 FRME FIRST MERCHANTS CORP Financial Services 546,322.0 $23.9M 0.08% $43.69 -3.8%
154 CASY CASEYS GENERAL STORES INC Consumer Cyclical 29,940.0 $23.8M 0.08% $794.79 +5.2%
155 VMC VULCAN MATERIALS CO Basic Materials 79,618.0 $23.5M 0.08% $295.01 -6.4%
156 SNEX STONEX GROUP INC Financial Services 197,744.0 $23.4M 0.08% -113K -36.4% $118.50 -42.2%
157 RF REGIONS FINANCIAL CORP Financial Services 770,661.0 $23.3M 0.08% -5K -0.7% $30.20 +0.7%
158 ANET ARIST NTWRKS Technology 136,737.0 $23.2M 0.08% -819.0 -0.6% $169.88 +11.0%
159 PEP PEPSICO INC Consumer Defensive 171,498.0 $23.2M 0.08% -4K -2.1% $135.40 +6.0%
160 CRL CHARLES RIVER LABORATORIES Healthcare 101,643.0 $23.1M 0.08% $226.79 +30.2%
Page 8 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%