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Portfolio (Quarterly) Guide ↗

PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO

· CIK 0000315297
13F Portfolio $25.5B AUM 1,848 positions Filed May 14, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 18 New 104 Added 135 Reduced
Page 54 of 93  ·  1,848 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1061 MSGS MADISON SQUARE GARDEN SPORTS C Communication Services 1,290.0 $415K 0.00% — — $321.71 +25.2%
1062 ADEA ADEIA INC Technology 17,210.0 $414K 0.00% — — $24.06 +5.9%
1063 PFS PROVIDENT FINANCIAL SERVICES Financial Services 19,578.0 $414K 0.00% — — $21.15 +8.0%
1064 — APOGEE THERAPEUTICS INC — 4,919.0 $414K 0.00% — — $84.16 —
1065 OWL BLUE OWL CAPITAL INC Financial Services 45,190.0 $413K 0.00% — — $9.14 +2.0%
1066 KLIC KULICKE & SOFFA IND Technology 6,284.0 $413K 0.00% — — $65.72 +38.7%
1067 HESM HESS MIDSTREAM LP Energy 10,584.0 $411K 0.00% — — $38.83 -1.5%
1068 AUB ATLANTIC UNION BANKSHARES CORP Financial Services 11,478.0 $410K 0.00% — — $35.72 +8.6%
1069 H HYATT HOTELS CORP Consumer Cyclical 2,851.0 $410K 0.00% — — $143.81 +10.2%
1070 BCPC BALCHEM CORP Basic Materials 2,414.0 $409K 0.00% — — $169.43 -0.9%
1071 BGC BGCGRP Financial Services 41,787.0 $409K 0.00% — — $9.79 +21.0%
1072 KTB KONTOOR BRANDS INC Consumer Cyclical 5,818.0 $409K 0.00% — — $70.30 -7.0%
1073 STEP STEPSTONE GROUP INC Financial Services 8,563.0 $409K 0.00% — — $47.76 -7.1%
1074 LIVN LIVANOVA PLC Healthcare 6,442.0 $409K 0.00% — — $63.49 +20.7%
1075 BFH ALLIANCE DATA SYSTEMS CORP Financial Services 5,432.0 $407K 0.00% — — $74.93 +37.3%
1076 CALM CAL-MAINE FOODS INC Consumer Defensive 5,138.0 $407K 0.00% — — $79.21 -14.9%
1077 INDB INDEPENDENT BANK CORP MASS Financial Services 5,412.0 $407K 0.00% — — $75.20 +8.0%
1078 NWE NORTHWESTERN CORP Utilities 6,157.0 $406K 0.00% — — $65.94 +4.4%
1079 SUPN SUPERNUS PHARMACEUTICALS INC Healthcare 7,841.0 $405K 0.00% — — $51.65 -17.4%
1080 CC CHEMOURS CO Basic Materials 18,334.0 $404K 0.00% — — $22.04 -34.4%
Page 54 of 93  ·  1,848 positions

① 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 34.5%
Financial Services 11.4%
Healthcare 10.1%
Consumer Cyclical 10.1%
Communication Services 10.1%
Industrials 8.7%
Consumer Defensive 6.4%
Energy 4.1%
Real Estate 1.9%
Basic Materials 1.7%