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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 13 of 93  ·  1,842 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 SBUX STARBUCKS CORP Consumer Cyclical 144,206.0 $14.7M 0.05% -928.0 -0.6% $102.19 +4.8%
242 GARMIN LTD 61,459.0 $14.6M 0.05% +46K +299.6% $237.54
243 MAIN MAIN STREET CAPITAL CORP Financial Services 281,397.0 $14.6M 0.05% $51.88 +12.4%
244 INSTALLED BUILDING PRODUCTS INC 62,903.0 $14.5M 0.05% -43K -40.4% $229.85
245 ULTA ULTA BEAUTY INC Consumer Cyclical 31,485.0 $14.2M 0.05% -9K -22.0% $450.98 +15.6%
246 AVY AVERY DENNISON CORP Industrials 87,363.0 $14.2M 0.05% $162.35 +13.2%
247 GLOBUS MEDICAL INC 176,593.0 $14.0M 0.05% $79.01
248 TRANE TECHNOLOGIES PLC 27,653.0 $13.6M 0.05% -926.0 -3.2% $491.16
249 PWR QUANTA SERVICES INC Industrials 18,830.0 $13.6M 0.05% +5K +37.5% $720.02 -11.2%
250 TTWO TAKE TWO INTERACTIVE SOFTWARE Communication Services 54,196.0 $13.5M 0.05% -23K -29.8% $249.98 -4.1%
251 LMT LOCKHEED MARTIN CORP Industrials 26,374.0 $13.4M 0.05% -403.0 -1.5% $509.44 +10.6%
252 OPLN KAR AUCTION SERVICES INC Consumer Cyclical 323,545.0 $13.3M 0.05% +309K +2155.1% $41.24 -19.0%
253 HAS HASBRO INC Consumer Cyclical 160,616.0 $13.3M 0.05% +19K +13.4% $82.59 +13.3%
254 HWM HOWMET AEROSPACE INC Industrials 49,294.0 $13.3M 0.05% -275.0 -0.6% $268.86 +1.1%
255 SO SOUTHERN COMPANY Utilities 138,398.0 $13.2M 0.05% -2K -1.4% $95.71 -7.1%
256 NEM NEWMONT CORP Basic Materials 141,740.0 $13.2M 0.05% $93.40 +40.9%
257 FFIV F5 NETWORKS INC Technology 31,634.0 $13.2M 0.04% +26K +482.1% $415.94 -7.5%
258 EQIX EQUINIX INC Real Estate 12,510.0 $13.0M 0.04% -49K -79.7% $1042.37 +2.2%
259 CDNS CADENCE DESIGN SYS INC Technology 34,733.0 $13.0M 0.04% -343.0 -1.0% $375.32 -15.0%
260 AVNT AVIENT CORP Basic Materials 351,473.0 $13.0M 0.04% $36.96 +20.8%
Page 13 of 93  ·  1,842 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%