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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 38 of 93  ·  1,842 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
741 GLOBAL-E ONLINE LTD 26,800.0 $931K 0.00% $34.74
742 GLPI GAMING AND LEISURE PROPERTIES INC Real Estate 20,880.0 $930K 0.00% $44.54 -4.4%
743 SWKS SKYWORKS SOLUTIONS INC Technology 13,704.0 $929K 0.00% $67.79 -1.7%
744 CNM CORE & MAIN INC Industrials 19,198.0 $926K 0.00% $48.23 -10.1%
745 IOT SAMSARA INC-CL A Technology 28,345.0 $919K 0.00% $32.42 +22.9%
746 EHC ENCOMPASS HEALTH GROUP Healthcare 9,079.0 $918K 0.00% -527.0 -5.5% $101.11 +19.5%
747 FCFS FIRSTCASH HOLDINGS INC Financial Services 4,246.0 $918K 0.00% -421.0 -9.0% $216.20 +1.7%
748 DVA DAVITA HEALTHCARE PARTNERS INC Healthcare 4,112.0 $915K 0.00% $222.52 -19.1%
749 CRCL CIRCLE INTERNET GROUP INC Financial Services 14,552.0 $911K 0.00% NEW $62.60 +43.6%
750 CUBE CUBESMART Real Estate 22,709.0 $903K 0.00% -570K -96.2% $39.76 +1.8%
751 FLR FLUOR CORP Industrials 17,224.0 $902K 0.00% $52.37 -0.6%
752 AMG AFFILIATED MANAGERS GROUP Financial Services 2,662.0 $901K 0.00% $338.47 +9.5%
753 WAL WESTERN ALLIANCE BANCORP Financial Services 10,950.0 $900K 0.00% $82.19 -3.2%
754 FSS FEDERAL SIGNAL CORP Industrials 6,980.0 $897K 0.00% -195.0 -2.7% $128.51 -5.4%
755 DAR DARLING INGREDIENTS INC Consumer Defensive 16,400.0 $896K 0.00% $54.63 +14.4%
756 TGTX TG THERAPEUTICS INC Healthcare 16,285.0 $895K 0.00% $54.96 +0.1%
757 DOCU DOCUSIGN INC Technology 20,049.0 $891K 0.00% $44.44 +33.5%
758 POWL POWELL INDUSTRIES INC Industrials 3,108.0 $890K 0.00% +2K +200.0% $286.36 -33.0%
759 SF STIFEL FINANCIAL CORP Financial Services 12,681.0 $885K 0.00% $69.79 +15.7%
760 PL PLANET LABS PBC Industrials 26,608.0 $882K 0.00% -5K -16.9% $33.15 -36.2%
Page 38 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%