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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 43 of 93  ·  1,842 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
841 HQY HEALTHEQUITY INC Healthcare 8,231.0 $743K 0.00% $90.27 +15.7%
842 MNDY MONDAY.COM LTD Technology 10,200.0 $738K 0.00% +3K +45.7% $72.35 +27.9%
843 AXTA AXALTA COATING SYSTEMS LTD Basic Materials 21,548.0 $737K 0.00% $34.20 +7.0%
844 PTGX PROTAGONIST THERAPEUTICS INC Healthcare 6,001.0 $736K 0.00% $122.65 +23.5%
845 ARE ALEXANDRIA REAL ESTATE EQUITIES Real Estate 13,889.0 $734K 0.00% $52.85 +0.2%
846 LAD LITHIA MOTORS INC Consumer Cyclical 2,520.0 $732K 0.00% -262.0 -9.4% $290.48 +27.4%
847 BAH BOOZ ALLEN HAMILTON HOLDING CORP Industrials 12,014.0 $729K 0.00% -68.0 -0.6% $60.68 +22.3%
848 CORZ CORE SCIENTIFIC INC Technology 28,486.0 $729K 0.00% -388.0 -1.3% $25.59 -31.9%
849 ST SENSATA TECHNOLOGIES HOLDING PLC Technology 15,276.0 $729K 0.00% $47.72 -10.8%
850 VLYPN VALLEY NATIONAL BANCORP 49,706.0 $728K 0.00% $14.65
851 VSH VISHAY INTERTECHNOLOGY INC Technology 13,531.0 $728K 0.00% $53.80 -43.0%
852 QRVO QORVO INC Technology 7,739.0 $722K 0.00% -602.0 -7.2% $93.29 +2.0%
853 QBTS D-WAVE QUANTUM INC Technology 30,059.0 $721K 0.00% $23.99 -27.0%
854 RYN RAYONIER INC Real Estate 33,715.0 $717K 0.00% $21.27 -2.1%
855 ULS UL SOLUTIONS INC - CLASS A Industrials 7,012.0 $714K 0.00% $101.83 -26.3%
856 GBCI GLACIER BANCORP INC Financial Services 13,833.0 $714K 0.00% $51.62 -8.6%
857 UGI UGI CORP Utilities 20,649.0 $713K 0.00% -2K -7.5% $34.53 +11.4%
858 NNN NATIONAL RETAIL PROPERTIES Real Estate 15,312.0 $712K 0.00% $46.50 -1.8%
859 ETSY INC 9,395.0 $708K 0.00% -485.0 -4.9% $75.36
860 MTCH MATCH GROUP INC Communication Services 18,558.0 $706K 0.00% -5K -21.9% $38.04 +10.6%
Page 43 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%