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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 82 of 93  ·  1,842 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1621 BRBR BELLRNG BRNDS Consumer Defensive 10,906.0 $141K $12.93 -17.6%
1622 TRST TRUSTCO BANK CORP Financial Services 2,565.0 $141K $54.97 +4.7%
1623 YELP YELP INC Communication Services 5,759.0 $141K $24.48 -2.8%
1624 NX QUANEX BUILDING PRODUCTS CORP Industrials 7,501.0 $140K $18.66 +6.5%
1625 CVI CVR ENERGY INC Energy 5,056.0 $139K $27.49 +37.9%
1626 GOOD GLADSTONE COMMERCIAL CORP Real Estate 11,337.0 $139K $12.26 +6.5%
1627 KOS KOSMOS ENERGY LTD Energy 65,370.0 $138K $2.11 +34.8%
1628 HZO MARINEMAX INC Consumer Cyclical 3,775.0 $138K $36.56 +42.6%
1629 BZH BEAZER HOMES USA INC Consumer Cyclical 4,898.0 $137K $27.97 +18.7%
1630 AMPL AMPLITUDE INC Technology 17,737.0 $136K $7.67 +72.6%
1631 BH BIGLARI HOLDINGS INC - B SHARES Consumer Cyclical 320.0 $136K $425.00 -9.7%
1632 KVYO KLAVIYO INC Technology 8,990.0 $136K $15.13 +19.9%
1633 MATW MATTHEWS INTL CORP CL A Industrials 5,059.0 $136K $26.88 -21.8%
1634 RENT-A-CENTER INC 6,390.0 $136K $21.28
1635 STAA STAAR SURGICAL CO Healthcare 4,697.0 $135K $28.74 -20.1%
1636 TWO HRBS 10,893.0 $135K $12.39
1637 CODI COMPASS DIVERSIFIED HOLDINGS Industrials 12,707.0 $135K $10.62 +8.2%
1638 EPC EDGEWELL PERSONAL CARE CO Consumer Defensive 5,033.0 $135K $26.82 +6.4%
1639 VYX NCR CORPORATION Technology 16,468.0 $135K $8.20 -3.9%
1640 NSSC NAPCO SECURITY TECHNOLOGIES INC Industrials 3,551.0 $135K $38.02 -0.2%
Page 82 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%