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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 87 of 93  ·  1,842 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1721 DEA EASTRLY GOVN Real Estate 3,873.0 $97K $25.05 -1.8%
1722 MTW MANITOWOC CO INC Industrials 6,974.0 $97K $13.91 +41.5%
1723 MRVI MARAVAI LIFESCIENCES HOLDINGS INC Healthcare 15,511.0 $97K $6.25 +38.2%
1724 CYRX CRYOPORT INC Industrials 6,088.0 $96K $15.77 +8.6%
1725 FBRT FRANKLIN BSP Real Estate 11,811.0 $96K $8.13 +3.2%
1726 SDGR SCHRODINGER INC Healthcare 5,899.0 $96K $16.27 +21.1%
1727 CERS CERUS CORP Healthcare 32,388.0 $95K $2.93 -4.2%
1728 GO GROCERY OUTLET HOLDING CORP Consumer Defensive 9,533.0 $95K $9.97 +16.4%
1729 HOV HOVNANIAN ENTERPRISES - CL A Consumer Cyclical 667.0 $95K $142.43 -7.7%
1730 PD PAGERDUTY INC Technology 9,800.0 $95K $9.69 +27.1%
1731 BLMN BLOOMIN' BRANDS INC Consumer Cyclical 10,308.0 $94K $9.12 +27.5%
1732 ENOV ENOVIS CORP Industrials 4,540.0 $94K $20.70 +25.9%
1733 TRUEBRIDGE INC. 3,592.0 $94K $26.17
1734 TIMKENSTEEL CORP 5,024.0 $94K $18.71
1735 RDWR RADWARE LTD Technology 3,000.0 $93K $31.00 -10.2%
1736 COTY COTY INC Consumer Defensive 42,910.0 $93K $2.17 +26.4%
1737 DIN DINEEQUITY INC Consumer Cyclical 2,579.0 $93K $36.06 -0.6%
1738 NFBK NORTHFIELD BANCORP INC Financial Services 6,324.0 $93K $14.71 +4.1%
1739 OPK OPKO HEALTH INC Healthcare 61,502.0 $92K $1.50 -1.1%
1740 WOR WORTHINGTON INDUSTRIES INC Industrials 1,710.0 $92K $53.80 +5.7%
Page 87 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%