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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 54 of 93  ·  1,842 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1061 EPRT ESSENTIAL PROPERTIES REALTY TRUST INC Real Estate 15,825.0 $472K 0.00% $29.83 +3.0%
1062 PRIM PRIMORIS SERVICES CORP Industrials 4,750.0 $471K 0.00% $99.16 -21.2%
1063 GEO GEO GROUP INC Industrials 15,908.0 $470K 0.00% $29.54 +10.9%
1064 S SENTINELONE INC Technology 27,708.0 $470K 0.00% $16.96 +20.9%
1065 CELH CELSIUS HOLDINGS INC Consumer Defensive 15,946.0 $467K 0.00% $29.29 +20.3%
1066 MWA MUELLER WATER PRODUCTS INC Industrials 18,064.0 $467K 0.00% -3K -15.9% $25.85 -2.3%
1067 CAKE CHEESECAKE FACTORY INC Consumer Cyclical 5,833.0 $464K 0.00% $79.55 +45.0%
1068 LASR NLIGHT INC Technology 6,671.0 $464K 0.00% NEW $69.55 -37.2%
1069 SIRI SIRI HLD Communication Services 15,712.0 $464K 0.00% $29.53 -3.5%
1070 URBN URBAN OUTFITTERS INC Consumer Cyclical 6,553.0 $464K 0.00% $70.81 +17.1%
1071 HLIO HELIOS TECHNOLOGIES INC Industrials 5,187.0 $463K 0.00% $89.26 -16.1%
1072 PFS PROVIDENT FINANCIAL SERVICES Financial Services 19,578.0 $463K 0.00% $23.65 -0.5%
1073 TPC TUTOR PERINI CORP Industrials 5,551.0 $461K 0.00% -34.0 -0.6% $83.05 +6.6%
1074 TEM TEMPUS AI INC Healthcare 7,936.0 $460K 0.00% $57.96 +18.1%
1075 VNOM VIPER ENRGY Energy 10,841.0 $460K 0.00% $42.43 +4.2%
1076 EXTR EXTREME NETWORKS INC Technology 14,169.0 $459K 0.00% $32.39 -29.5%
1077 GABC GERMAN AMERICAN BANCORP INC Financial Services 9,671.0 $459K 0.00% $47.46 +4.5%
1078 GALAXY DIGITAL INC 16,775.0 $459K 0.00% $27.36
1079 KNTK KINETIK HOLDINGS INC Energy 9,440.0 $456K 0.00% $48.31 +14.1%
1080 PLNT PLANET FITNESS INC Consumer Cyclical 8,747.0 $456K 0.00% $52.13 +2.2%
Page 54 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%