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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 81 of 93  ·  1,842 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1601 SMPL SIMPLY GOOD FOODS CO Consumer Defensive 11,217.0 $149K 0.00% $13.28 -17.4%
1602 TRMK TRUSTMARK CORP Financial Services 3,246.0 $149K 0.00% $45.90 +1.2%
1603 XNCR XENCOR INC Healthcare 9,276.0 $149K 0.00% $16.06 +80.5%
1604 NXRT NEXPOINT RESIDENTIAL TRUST INC Real Estate 5,339.0 $149K 0.00% $27.91 -11.5%
1605 INSP INSPIRE MEDICAL SYSTEMS, INC. Healthcare 3,328.0 $148K 0.00% $44.47 +38.2%
1606 NEOG NEOGEN CORP Healthcare 16,498.0 $148K 0.00% $8.97 +29.3%
1607 WEN WENDY'S COMPANY Consumer Cyclical 17,733.0 $147K 0.00% $8.29 +6.6%
1608 WRLD WORLD ACCEPTANCE CORP Financial Services 656.0 $147K 0.00% $224.09 -15.1%
1609 AZTA BROOKS AUTOMATION INC Healthcare 5,709.0 $146K 0.00% $25.57 +28.6%
1610 BKE THE BUCKLE INC Consumer Cyclical 3,456.0 $146K 0.00% $42.25 +5.1%
1611 AVNS AVANOS MEDICAL INC Healthcare 5,846.0 $145K 0.00% $24.80 +0.8%
1612 PDM PIEDMONT OFFICE REALTY TRUST INC Real Estate 15,871.0 $145K 0.00% $9.14 +7.4%
1613 INVX INNOVEX INTERNATIONAL INC Energy 5,810.0 $144K $24.78 +15.5%
1614 CNXN PC CONNECTION INC Technology 1,972.0 $144K $73.02 +5.1%
1615 THRM GENTHERM INC Consumer Cyclical 4,199.0 $143K $34.06 +15.8%
1616 HVT HAVERTY FURNITURE Consumer Cyclical 5,611.0 $143K $25.49 +8.2%
1617 ARMOUR RESIDENTIAL REIT INC 8,172.0 $143K $17.50
1618 CMP COMPASS MINERALS INTERNATIONAL INC Basic Materials 4,577.0 $142K $31.02 -21.0%
1619 PZZA PAPA JOHNS INTL INC Consumer Cyclical 3,862.0 $142K $36.77 -34.5%
1620 SYRE SPYRE THERAPEUTICS INC Healthcare 1,589.0 $141K $88.74 +20.2%
Page 81 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%