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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 20 of 93  ·  1,842 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
381 RPM RPM INTERNATIONAL INC Basic Materials 61,819.0 $6.9M 0.02% $111.15 -4.3%
382 OKE ONEOK INC Energy 79,036.0 $6.9M 0.02% $86.94 +7.0%
383 DOW DOW INC Basic Materials 250,495.0 $6.9M 0.02% +27K +12.1% $27.36 +14.9%
384 F FORD MOTOR CO Consumer Cyclical 491,327.0 $6.8M 0.02% $13.90 +0.2%
385 TYL TYLER TECHNOLOGIES INC Technology 23,189.0 $6.8M 0.02% -18K -43.7% $292.47 +21.7%
386 URI UNITED RENTALS INC Industrials 5,982.0 $6.8M 0.02% -40.0 -0.7% $1132.90 -4.4%
387 LHX L3HARRIS TECHNOLOGIES Industrials 23,161.0 $6.7M 0.02% $290.57 -9.5%
388 APOS APOLLO GL MGMT 56,328.0 $6.7M 0.02% -653.0 -1.1% $118.31
389 AZO AUTOZONE INC Consumer Cyclical 2,080.0 $6.6M 0.02% -54.0 -2.5% $3196.15 -5.8%
390 AMERISOURCEBERGEN CORP 23,414.0 $6.6M 0.02% -417.0 -1.8% $282.99
391 INCY INCYTE CORP Healthcare 57,905.0 $6.6M 0.02% +42K +253.0% $113.36 +12.9%
392 TEVA TEVA PHARMACEUTICAL-SP ADR Healthcare 193,026.0 $6.5M 0.02% -5K -2.5% $33.88 +9.0%
393 AXSM AXSOME THERAPEUTICS INC Healthcare 26,704.0 $6.5M 0.02% +23K +621.0% $244.76 -16.1%
394 CYTK CYTOKINETICS INC Healthcare 76,352.0 $6.5M 0.02% +66K +623.6% $85.18 -9.5%
395 LNG CHENIERE ENERGY INC Energy 26,799.0 $6.4M 0.02% -1K -4.7% $239.00 +17.5%
396 PSA PUBLIC STORAGE Real Estate 19,858.0 $6.3M 0.02% -226.0 -1.1% $318.31 +2.1%
397 SE SEA LTD Consumer Cyclical 65,923.0 $6.3M 0.02% $95.82 +20.7%
398 BLKB BLACKBAUD INC Technology 212,037.0 $6.3M 0.02% $29.62 +62.3%
399 NKE NIKE INC CL B Consumer Cyclical 150,229.0 $6.2M 0.02% $41.05 -0.7%
400 LTH LIFE TIME GROUP HOLDINGS INC Consumer Cyclical 150,150.0 $6.1M 0.02% +139K +1200.0% $40.84 +12.0%
Page 20 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%