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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 5 of 7  ·  121 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 ILMN ILLUMINA INC Healthcare 59,805.0 $10.5M 0.04% +45K +293.6% $175.84 +24.8%
82 SWX SOUTHWEST GAS CORP Utilities 116,426.0 $10.3M 0.04% +111K +1898.4% $88.68 +0.2%
83 BWA BORG WARNER INC Consumer Cyclical 152,735.0 $10.1M 0.04% +132K +636.6% $66.40 +2.1%
84 DGX QUEST DIAGNOSTICS INC Healthcare 44,895.0 $9.5M 0.03% +34K +312.2% $211.94 +15.3%
85 HAL HALLIBURTON CO Energy 277,057.0 $9.4M 0.03% +196K +243.9% $33.95 +4.1%
86 LH LABCRP HLDG Healthcare 33,303.0 $9.3M 0.03% +25K +325.4% $280.00 +20.1%
87 GH GUARDANT HEALTH INC Healthcare 61,753.0 $9.3M 0.03% +50K +425.4% $150.03 +13.8%
88 CGNX COGNEX CORP Technology 123,156.0 $8.9M 0.03% +104K +552.6% $72.42 -16.4%
89 PFGC PERFORMANCE FOOD GROUP CO Consumer Defensive 75,899.0 $8.5M 0.03% +60K +389.7% $111.79 -6.1%
90 IONS IONIS PHARMACEUTICALS INC Healthcare 90,589.0 $7.2M 0.03% +75K +481.1% $79.29 -24.7%
91 NGVT INGEVITY CORP Basic Materials 94,507.0 $7.1M 0.02% +90K +1955.4% $74.67 -5.9%
92 DOW DOW INC Basic Materials 250,495.0 $6.9M 0.02% +27K +12.1% $27.36 +18.2%
93 INCY INCYTE CORP Healthcare 57,905.0 $6.6M 0.02% +42K +253.0% $113.36 +12.7%
94 AXSM AXSOME THERAPEUTICS INC Healthcare 26,704.0 $6.5M 0.02% +23K +621.0% $244.76 -15.1%
95 CYTK CYTOKINETICS INC Healthcare 76,352.0 $6.5M 0.02% +66K +623.6% $85.18 -9.8%
96 LTH LIFE TIME GROUP HOLDINGS INC Consumer Cyclical 150,150.0 $6.1M 0.02% +139K +1200.0% $40.84 +10.5%
97 MDU MDU RES GROUP Industrials 286,399.0 $6.1M 0.02% +265K +1219.9% $21.21 -5.9%
98 NBIX NEUROCRINE BIOSCIENCES INC Healthcare 35,976.0 $6.1M 0.02% +26K +260.6% $168.53 -9.5%
99 DVN DEVON ENERGY CORP Energy 145,463.0 $6.0M 0.02% +90K +164.5% $41.32 +18.8%
100 AMN AMN HEALTHCARE SERVICES INC Healthcare 179,522.0 $5.8M 0.02% +175K +3870.0% $32.37 +6.5%
Page 5 of 7  ·  121 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%