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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 19 of 23  ·  456 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
361 GVA GRANITE CONSTRUCTION INC Industrials 4,910.0 $776K 0.00% -284.0 -5.5% $158.04 -21.7%
362 LNTH LANTHEUS HOLDINGS INC Healthcare 6,910.0 $767K 0.00% -292.0 -4.0% $111.00 -9.9%
363 IDCC INTERDIGITAL INC Technology 2,706.0 $766K 0.00% -106.0 -3.8% $283.07 +21.0%
364 ALV AUTOLIV INC Consumer Cyclical 6,537.0 $759K 0.00% -868.0 -11.7% $116.11 +8.0%
365 LAD LITHIA MOTORS INC Consumer Cyclical 2,520.0 $732K 0.00% -262.0 -9.4% $290.48 +27.6%
366 BAH BOOZ ALLEN HAMILTON HOLDING CORP Industrials 12,014.0 $729K 0.00% -68.0 -0.6% $60.68 +27.0%
367 CORZ CORE SCIENTIFIC INC Technology 28,486.0 $729K 0.00% -388.0 -1.3% $25.59 -30.4%
368 QRVO QORVO INC Technology 7,739.0 $722K 0.00% -602.0 -7.2% $93.29 +2.4%
369 UGI UGI CORP Utilities 20,649.0 $713K 0.00% -2K -7.5% $34.53 +8.9%
370 ETSY INC 9,395.0 $708K 0.00% -485.0 -4.9% $75.36
371 MTCH MATCH GROUP INC Communication Services 18,558.0 $706K 0.00% -5K -21.9% $38.04 +7.4%
372 CRUS CIRRUS LOGIC INC Technology 4,727.0 $702K 0.00% -295.0 -5.9% $148.51 -22.3%
373 CHE CHEMED CORP Healthcare 1,493.0 $695K 0.00% -33K -95.7% $465.51 +16.1%
374 TRNO TERRENO REALTY CORP Real Estate 10,607.0 $687K 0.00% -560K -98.1% $64.77 +5.3%
375 UHS UNIVERSAL HLTH SVCS CL B Healthcare 4,560.0 $678K 0.00% -773.0 -14.5% $148.68 +19.2%
376 CGON CG ONCOLOGY INC Healthcare 9,365.0 $665K 0.00% -1K -11.2% $71.01 +12.4%
377 CROX CROCS INC Consumer Cyclical 5,388.0 $650K 0.00% -496.0 -8.4% $120.64 +1.2%
378 NJR NEW JERSEY RES Utilities 11,513.0 $645K 0.00% -4K -24.0% $56.02 -4.5%
379 PERIMETER SOLUTIONS INC 18,054.0 $644K 0.00% -749.0 -4.0% $35.67
380 HLI HOULIHAN LOKEY INC Financial Services 4,712.0 $632K 0.00% -120K -96.2% $134.13 -3.8%
Page 19 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%