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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 82 of 93  ·  1,848 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1621 WEN WENDY'S COMPANY Consumer Cyclical 17,733.0 $123K $6.94 +6.9%
1622 MYE MYERS INDS INC Consumer Cyclical 5,785.0 $123K $21.26 +9.8%
1623 FBK FB FINANCIAL CORP Financial Services 2,346.0 $122K $52.00 +3.6%
1624 GPRE GREEN PLAINS INC Basic Materials 7,397.0 $122K $16.49 -7.7%
1625 AMPL AMPLITUDE INC Technology 17,737.0 $121K $6.82 -0.5%
1626 AZTA BROOKS AUTOMATION INC Healthcare 5,709.0 $121K $21.19 -2.1%
1627 JBGS JBG SMITH PROPERTIES Real Estate 8,231.0 $120K $14.58 +1.9%
1628 TRUP TRUPANION, INC. Financial Services 4,678.0 $120K $25.65 -15.6%
1629 HVT HAVERTY FURNITURE Consumer Cyclical 5,611.0 $119K $21.21 +9.5%
1630 ADT ADT INC Industrials 17,956.0 $118K $6.57 +6.0%
1631 CCOI COGENT COMMUNICATIONS HOLDINGS INC Communication Services 6,256.0 $118K $18.86 +5.1%
1632 SHLS SHOALS TECHNOLOGIES GROUP INC Energy 17,912.0 $118K $6.59 +63.8%
1633 THRM GENTHERM INC Consumer Cyclical 4,199.0 $117K $27.86 +22.4%
1634 BROOKFIELD ASSET MANAGEMENT LTD 2,606.0 $116K $44.51
1635 RENT-A-CENTER INC 6,390.0 $115K $18.00
1636 NSP INSPERITY INC Industrials 4,247.0 $115K $27.08 +18.5%
1637 LGIH LGI HOMES INC Consumer Cyclical 2,900.0 $115K $39.66 +21.0%
1638 CNXN PC CONNECTION INC Technology 1,972.0 $115K $58.32 +15.0%
1639 NEO NEOGENOMICS INC Healthcare 15,315.0 $114K $7.44 +25.5%
1640 NEXTERA ENERGY PARTNERS LP 10,775.0 $114K $10.58
Page 82 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%