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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 88 of 93  ·  1,842 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1741 ENVRI CRP 4,173.0 $92K NEW $22.05
1742 QDEL QUIDEL CORP Healthcare 5,185.0 $91K $17.55 -16.0%
1743 MUX MCEWEN MING Basic Materials 4,961.0 $90K $18.14 +14.5%
1744 MNRO MONRO INC Consumer Cyclical 5,239.0 $90K $17.18 -26.9%
1745 ACVA ACV AUCTIONS INC Consumer Cyclical 12,324.0 $89K $7.22 +2.9%
1746 CDNA CAREDX INC Healthcare 3,125.0 $89K $28.48 +70.7%
1747 SABR SABRE CORP Consumer Cyclical 42,303.0 $88K $2.08 +1.0%
1748 BUR BURFORD CAPITAL US Financial Services 21,545.0 $88K $4.08 +5.5%
1749 GTM ZOOMINFO TECHNOLOGIES INC Technology 29,750.0 $87K $2.92 +35.8%
1750 CIA CITIZENS INC Financial Services 15,165.0 $87K $5.74 -34.5%
1751 CCOI COGENT COMMUNICATIONS HOLDINGS INC Communication Services 6,256.0 $87K $13.91 -34.1%
1752 TDAY GANNETT CO INC Communication Services 10,219.0 $87K $8.51 -24.0%
1753 ASGN ON ASSIGNMENT INC Technology 4,788.0 $86K $17.96 +16.7%
1754 HBNC HORIZON BANCORP, INC. Financial Services 4,139.0 $83K $20.05 -2.5%
1755 MBI MBIA INC Financial Services 12,732.0 $83K $6.52 -24.8%
1756 SG SWEETGREEN INC Consumer Cyclical 9,455.0 $83K $8.78 -20.4%
1757 CLARIVATE PLC 38,199.0 $83K $2.17
1758 CCSI CONSENSUS CLD Technology 2,146.0 $82K $38.21 +1.5%
1759 FOXF FOX FACTORY HOLDING CORP Consumer Cyclical 4,862.0 $82K $16.87 +29.6%
1760 KELYA KELLY SERVICES INC Industrials 6,539.0 $80K $12.23 +39.7%
Page 88 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%