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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 2 of 3  ·  51 positions
# Ticker Company Sector Shares Value ↓ % Port Status
21 TPH TRI POINTE GROUP INC Consumer Cyclical 4,340 $203K 0.00% SOLD
22 HTBK HERITAGE COMMERCE CORP Financial Services 12,353 $154K 0.00% SOLD
23 SOLENO THERAPEUTICS INC 4,435 $148K 0.00% SOLD
24 VRE VERIS RESIDENTIAL INC Real Estate 7,440 $140K 0.00% SOLD
25 KW KENNEDY-WILSON HOLDINGS INC Real Estate 10,434 $113K SOLD
26 MCW MISTER CAR WASH Consumer Cyclical 15,354 $107K SOLD
27 CVGW CALAVO GROWERS INC Consumer Defensive 3,795 $98K SOLD
28 AMWD AMERICAN WOODMARK CORP Consumer Cyclical 2,232 $89K SOLD
29 EHAB ENHABIT INC Healthcare 5,337 $75K SOLD
30 APARTMENT INVESTMENT AND MANAGEMENT CO 15,291 $62K SOLD
31 EMBC EMBECTA CRP Healthcare 7,041 $62K SOLD
32 JAMS RVR GRP 6,954 $44K SOLD
33 CABO CABLE ONE INC Communication Services 472 $43K SOLD
34 NUS NU SKIN ASIA PACIFIC INC A Consumer Defensive 5,279 $38K SOLD
35 ARVN ARVINAS INC Healthcare 3,526 $37K SOLD
36 OPTU ALTICE A USA INC Communication Services 26,896 $35K SOLD
37 FLO FLOWERS FOODS INC Consumer Defensive 4,123 $34K SOLD
38 SITE CENTERS 5,970 $32K SOLD
39 ANGI ANGI INC Communication Services 4,252 $29K SOLD
40 REYN REYNOLDS CONSR PROD Consumer Cyclical 1,344 $28K SOLD
Page 2 of 3  ·  51 positions
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%