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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 48 of 93  ·  1,842 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
941 NEU NEWMARKET CORP Basic Materials 750.0 $593K 0.00% $790.67 +17.5%
942 KMX CARMAX INC Consumer Cyclical 11,188.0 $592K 0.00% $52.91 +18.7%
943 PIPR PIPR SNDLR Financial Services 8,184.0 $592K 0.00% $72.34 +4.1%
944 KRG KITE REALTY GROUP TRUST Real Estate 20,799.0 $590K 0.00% -4K -14.6% $28.37 -8.1%
945 BHE BENCHMARK ELECTRONICS INC Technology 5,921.0 $584K 0.00% -897.0 -13.2% $98.63 -25.6%
946 TREX TREX COMPANY INC Industrials 11,659.0 $583K 0.00% $50.00 -7.4%
947 ORI OLD REP INTL CORP Financial Services 14,235.0 $582K 0.00% $40.89 +3.5%
948 RGTI RIGETTI COMPUTING INC Technology 30,004.0 $580K 0.00% $19.33 -14.7%
949 SITE SITEONE LANDSCAPE SUPPLY, INC. Industrials 5,032.0 $576K 0.00% $114.47 -16.6%
950 GTES GATES INDUSTRIAL CORP PLC Industrials 20,600.0 $576K 0.00% $27.96 -5.0%
951 BFH ALLIANCE DATA SYSTEMS CORP Financial Services 5,316.0 $576K 0.00% -116.0 -2.1% $108.35 -0.6%
952 CVCO CAVCO INDUSTRIES INC Consumer Cyclical 937.0 $576K 0.00% $614.73 -6.8%
953 LAUR LAUREATE EDUCATION INC Consumer Defensive 15,865.0 $576K 0.00% -278.0 -1.7% $36.31 +6.9%
954 MSGE SPHERE ENTERTAINMENT CL A Communication Services 3,324.0 $575K 0.00% -602.0 -15.3% $172.98 -54.8%
955 UEC URANIUM ENERGY CORP Energy 53,897.0 $575K 0.00% $10.67 +27.2%
956 PECO PHILLIPS EDISON & CO INC Real Estate 13,751.0 $572K 0.00% $41.60 -5.5%
957 LIBERTY LIVE HOLDINGS INC 5,396.0 $570K 0.00% $105.63
958 SLM SLM CORP Financial Services 21,921.0 $569K 0.00% -230.0 -1.0% $25.96 +3.2%
959 UFPI UFP INDUSTRIES INC Basic Materials 6,242.0 $566K 0.00% $90.68 -5.1%
960 MTRN MATERION CORP Basic Materials 1,899.0 $565K 0.00% $297.52 -18.0%
Page 48 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%