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Public Employees' Retirement Association of Colorado
Amy C. McGarrity · Pension Fund · Multi-Strategy
The Public Employees' Retirement Association of Colorado (Colorado PERA) was established by the state legislature in 1931 to provide retirement and other benefits to Colorado's public employees. As a cost-sharing, multiple-employer defined benefit pension plan, it serves over 600,000 members and retirees across more than 500 government agencies and public entities. Colorado PERA serves as a substitute for Social Security for the majority of its members. The institution is managed by a Board of Trustees and focuses on long-term sustainability and the fulfillment of its fiduciary obligations. It is currently one of the largest public pension plans in the United States, managing a diverse portfolio of assets to ensure the delivery of secure retirement outcomes for public servants throughout the state.
Simulated Performance
| Metric | Value |
|---|---|
| Total return | +14.3% |
| YTD return | +9.4% |
| Sharpe ratio | 3.48 |
| Win rate | 61% |
| AUM | $15.8B |
| Inception | Oct 1, 2025 |
| Updated | Sep 11, 2026 |
Institution Status
| Field | Value |
|---|---|
| AUM | $15.8B |
| Turnover | Low (<15%) |
| Avg holding | 18 Months |
| Inception | Oct 1, 2025 |
| Website | https://www.copera.org |
Current Holdings
Updated on Sep 11, 2026.
| Ticker | Name | Portfolio % | Return |
|---|---|---|---|
| NVDA | NVIDIA Corporation | 14.7% | +14.6% |
| AAPL | Apple Inc | 13.2% | +27.3% |
| GOOGL | Alphabet Inc Class A | 11.1% | +35.7% |
| MSFT | Microsoft Corporation | 10.2% | -1.9% |
| AMZN | Amazon.com Inc | 8.0% | +14.7% |
| AVGO | Broadcom Inc | 5.1% | +3.0% |
| META | Meta Platforms Inc. | 4.0% | -5.5% |
| JPM | JPMorgan Chase & Co | 3.7% | +14.5% |
| MU | Micron Technology Inc | 3.6% | +0.2% |
| LLY | Eli Lilly and Company | 3.4% | +23.1% |
| AMD | Advanced Micro Devices Inc | 2.9% | +1.0% |
| XOM | Exxon Mobil Corp | 2.8% | +42.2% |
| V | Visa Inc. Class A | 2.6% | +6.2% |
| PANW | Palo Alto Networks Inc | 2.4% | -6.2% |
| WMT | Walmart Inc. Common Stock | 2.3% | +4.1% |
| COST | Costco Wholesale Corp | 2.3% | -1.8% |
| PM | Philip Morris International Inc | 2.1% | +19.0% |
| MS | Morgan Stanley | 1.9% | +29.1% |
| TSLA | Tesla Inc | 1.8% | +0.7% |
| MA | Mastercard Inc | 1.8% | +4.4% |
Recent activity
| Date | Action | Ticker | Weight |
|---|---|---|---|
| Aug 24, 2026 | SELL | MSFT | 10.2% → 10.2% |
| Aug 24, 2026 | BUY | XOM | 2.7% → 2.8% |
| Aug 24, 2026 | SELL | GOOGL | 10.8% → 11.1% |
| Aug 24, 2026 | BUY | AMD | 3.0% → 2.9% |
| Aug 24, 2026 | BUY | AAPL | 12.6% → 13.2% |
Investment Style Analysis
Public Employees' Retirement Association of Colorado is widely recognized for employing a Multi-Strategy strategy. As of Sep 11, 2026, the firm oversees approximately $15.8B in assets under management (AUM). The portfolio demonstrates a clear preference for the Semiconductors and Internet Content & Information sectors, reflecting a high-conviction approach to capital allocation.
Recent Market Moves
During the latest rebalancing period ending Aug 24, Public Employees' Retirement Association of Colorado made a significant move by reducing the position in MSFT. This adjustment aligns with the fund's dynamic approach to risk management and capital deployment in current market conditions.
Investment Philosophy
Colorado PERA's investment philosophy emphasizes a long-term horizon and the prudent assumption of risk to maximize returns for its members. The fund's strategy is centered on strategic asset allocation, diversifying across global public and private equities, fixed income, real estate, and alternative investments. As a fiduciary, PERA prioritizes cost-effective management, with a significant portion of assets managed internally to reduce fees. Their approach, termed investment stewardship, involves the integration of financially material factors into the investment process and a commitment to advocating for robust and transparent capital markets. This disciplined framework is designed to achieve the actuarially established investment objectives required to meet the perpetual benefit obligations of the association.
Disclaimer
The content provided on this page, including the simulated portfolio performance, holdings analysis, and AI-generated insights, is for informational and educational purposes only. It does not constitute financial advice, investment recommendations, or an offer to buy or sell any securities. All data is derived from historical SEC 13F filings and other public disclosures, which have a reporting lag. The "Simulated Performance" is a hypothetical reconstruction based on past disclosures and does not represent the actual returns of the institution. Past performance is not indicative of future results. Tritonix.ai is not affiliated with Public Employees' Retirement Association of Colorado.
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Frequently asked questions
How is the simulated portfolio for Public Employees' Retirement Association of Colorado constructed?
This simulation is powered by Tritonix AI using official SEC filings. We focus on the "Best Ideas" by filtering for only the Top 20 largest holdings and rebalancing them to 100%. The simulation tracks performance starting from Oct 1, 2025. Our AI monitors for updates every Monday to capture major shifts. This concentrated approach highlights the manager's true stock-picking skill and mirrors their actual investment returns.
What is Public Employees' Retirement Association of Colorado's largest holding?
As of the latest filing, Public Employees' Retirement Association of Colorado's top position is NVIDIA Corporation (NVDA), representing 14.7% of the portfolio. This reflects a high-conviction bet by the institution.
What is Public Employees' Retirement Association of Colorado's historical performance and risk profile?
Our simulation indicates a total return of +14.3% with a win rate of 61%. Notably, the portfolio maintains a Sharpe Ratio of 3.48, suggesting an exceptional level of risk-adjusted returns compared to the broader market.
What sectors does Public Employees' Retirement Association of Colorado primarily invest in?
Public Employees' Retirement Association of Colorado has a strong preference for the Semiconductors sector, which makes up 26.3% of their disclosed assets. The portfolio also has exposure to Internet Content & Information, indicating a specific thematic focus.
Is Public Employees' Retirement Association of Colorado's portfolio concentrated or diversified?
Public Employees' Retirement Association of Colorado runs a moderately concentrated portfolio with 20 disclosed positions. The top 3 holdings alone account for 39.0% of the total portfolio weight, suggesting a strategy that favors broader market exposure.
How has Public Employees' Retirement Association of Colorado performed in 2026?
Our AI-simulated model portfolio for Public Employees' Retirement Association of Colorado tracks a Year-to-Date (YTD) return of +9.4%. This metric helps investors gauge the institution's effectiveness in the current market environment.
Does Amy C. McGarrity manage Public Employees' Retirement Association of Colorado directly?
Yes, Amy C. McGarrity serves as the key portfolio manager for Public Employees' Retirement Association of Colorado, overseeing the investment strategy and final capital allocation decisions.