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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 16 of 93  ·  1,842 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 NEBIUS GROUP NV 36,900.0 $10.2M 0.04% $276.18
302 CME CME GROUP INC Financial Services 46,068.0 $10.2M 0.04% -839.0 -1.8% $220.83 +24.5%
303 BWA BORG WARNER INC Consumer Cyclical 152,735.0 $10.1M 0.04% +132K +636.6% $66.40 +2.1%
304 TMUS T-MOBILE US INC Communication Services 60,410.0 $10.1M 0.04% -5K -7.4% $167.74 +9.1%
305 TEMPUR-PEDIC INTERNATIONAL INC 128,445.0 $10.1M 0.04% $78.40
306 UPS UNITED PARCEL SERVICE CL B Industrials 92,779.0 $10.0M 0.03% -1K -1.1% $107.50 -5.1%
307 VLO VALERO ENERGY CORP Energy 38,277.0 $10.0M 0.03% -1K -2.6% $260.44 +33.9%
308 NET CLOUDFLARE INC Technology 40,361.0 $9.9M 0.03% -269.0 -0.7% $245.29 +19.5%
309 DSGX DESCARTES SYSTEMS GROUP INC/THE Technology 142,527.0 $9.9M 0.03% $69.24 +13.0%
310 BDC BELDEN INC Technology 82,269.0 $9.9M 0.03% -70K -46.1% $119.91 +2.1%
311 CEG CONSTELL ENE Utilities 39,448.0 $9.8M 0.03% -865.0 -2.1% $248.38 +9.9%
312 AMT AMERICAN TOWER CORP Real Estate 59,890.0 $9.8M 0.03% $163.57 +7.5%
313 ACCENTURE PLC-CL A 78,091.0 $9.7M 0.03% -1K -1.6% $124.44
314 TDG TRANSDIGM GROUP INC Industrials 7,240.0 $9.6M 0.03% $1332.04 -9.9%
315 MPC MARATHON PETROLEUM CORP Energy 37,666.0 $9.6M 0.03% -2K -4.6% $255.67 +41.1%
316 HOOD ROBINHOOD MARKETS INC Financial Services 95,194.0 $9.5M 0.03% $100.28 +7.8%
317 MDLZ MONDELEZ INTERNATIONAL INC Consumer Defensive 164,987.0 $9.5M 0.03% -1K -0.7% $57.84 +11.4%
318 DGX QUEST DIAGNOSTICS INC Healthcare 44,895.0 $9.5M 0.03% +34K +312.2% $211.94 +15.3%
319 HLT HILTON WORLDWIDE HOLDINGS INC Consumer Cyclical 28,653.0 $9.5M 0.03% -2K -5.3% $330.47 -1.2%
320 HAL HALLIBURTON CO Energy 277,057.0 $9.4M 0.03% +196K +243.9% $33.95 +4.1%
Page 16 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%