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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 15 of 23  ·  456 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 LEN LENNAR CORP CL A Consumer Cyclical 20,429.0 $1.8M 0.01% -113.0 -0.6% $90.51 -2.6%
282 FTV FORTIVE CORP Technology 30,125.0 $1.8M 0.01% -302.0 -1.0% $61.08 -1.0%
283 RS RELIANCE STEEL & ALUMINUM Basic Materials 4,865.0 $1.8M 0.01% -232.0 -4.5% $373.69 +2.4%
284 VRSN VERISIGN INC Technology 7,071.0 $1.8M 0.01% -245.0 -3.4% $251.59 +15.6%
285 EVRG EVERGY INC Utilities 20,340.0 $1.8M 0.01% -190.0 -0.9% $86.43 -5.8%
286 ROKU ROKU INC Communication Services 12,641.0 $1.7M 0.01% -92.0 -0.7% $138.12 +14.5%
287 LII LENNOX INTERNATIONAL INC Industrials 3,033.0 $1.7M 0.01% -110.0 -3.5% $573.03 -30.4%
288 EWBC EAST WEST BANKCORP Financial Services 12,986.0 $1.7M 0.01% -1K -7.9% $129.06 -0.1%
289 MILLICM INTE 18,100.0 $1.6M 0.01% -7K -28.7% $90.77
290 CF CF INDUSTRIES HOLDINGS INC Basic Materials 15,129.0 $1.6M 0.01% -1K -7.8% $108.27 +19.4%
291 ALB ALBEMARLE CORP Basic Materials 11,778.0 $1.6M 0.01% -647.0 -5.2% $135.00 +4.8%
292 KIM KIMCO REALTY CORP Real Estate 62,627.0 $1.6M 0.01% -4K -5.6% $25.36 -4.5%
293 DY DYCOM INDUSTRIES INC Industrials 3,138.0 $1.6M 0.01% -90.0 -2.8% $505.74 -24.7%
294 ZBH ZIMMER BIOMET HOLDINGS INC Healthcare 17,882.0 $1.5M 0.01% -348.0 -1.9% $86.06 +17.3%
295 TLN TALEN ENERGY CORP Utilities 3,963.0 $1.5M 0.01% -27.0 -0.7% $384.30 -20.5%
296 IREN LTD 32,918.0 $1.5M 0.01% -3K -7.7% $45.72
297 TSCO TRACTOR SUPPLY COMPANY Consumer Cyclical 47,415.0 $1.5M 0.01% -258K -84.5% $31.61 +13.6%
298 CLH CLEAN HARBORS INC Industrials 4,997.0 $1.5M 0.01% -84.0 -1.6% $298.78 +5.0%
299 NVR NVR INC Consumer Cyclical 218.0 $1.5M 0.01% -3.0 -1.4% $6811.93 -6.1%
300 BALL BALL CORP Consumer Cyclical 23,749.0 $1.5M 0.01% -2K -8.5% $62.40 +3.2%
Page 15 of 23  ·  456 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%