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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
Q1 2026 Q4 2025 · All 18 New 104 Added 135 Reduced 36 Exited
Page 56 of 93  ·  1,848 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1101 KYMR KYMERA THERAPEUTICS INC Healthcare 4,672.0 $389K 0.00% $83.26 +36.9%
1102 GPGI GPGI INC Industrials 22,628.0 $387K 0.00% NEW $17.10 -12.8%
1103 HWC HANCOCK WHITNEY CORP Financial Services 6,093.0 $387K 0.00% $63.52 +24.6%
1104 MGRC MCGRATH RENTCORP Industrials 3,492.0 $385K 0.00% $110.25 +9.8%
1105 MMSI MERIT MEDICAL SYSTEMS INC Healthcare 5,590.0 $385K 0.00% $68.87 +9.7%
1106 VISN VISTANCE NETWORKS INC Technology 21,118.0 $384K 0.00% $18.18 -32.2%
1107 UCTT ULTRA CLEAN HOLDINGS INC Technology 6,168.0 $384K 0.00% $62.26 +48.7%
1108 BHE BENCHMARK ELECTRONICS INC Technology 6,818.0 $382K 0.00% $56.03 +38.1%
1109 HASI HANNON ARMSTRONG SUSTAINABLE INFRASTRUC Financial Services 10,404.0 $382K 0.00% $36.72 +5.9%
1110 BKU BANKUNITED INC Financial Services 8,444.0 $381K 0.00% $45.12 +9.4%
1111 BBWI BATH & BODY WORKS INC Consumer Cyclical 20,409.0 $381K 0.00% $18.67 +13.1%
1112 GPI GROUP ONE AUTOMOTIVE INC Consumer Cyclical 1,151.0 $381K 0.00% $331.02 +0.2%
1113 STWD STARWOOD PROPERTY TRUST INC Real Estate 22,123.0 $381K 0.00% $17.22 -0.8%
1114 VSCO VICTORIA'S SEC Consumer Cyclical 8,186.0 $380K 0.00% $46.42 +81.8%
1115 NHI NATIONAL HEALTH INVESTORS INC Real Estate 4,703.0 $380K 0.00% $80.80 -2.1%
1116 PRMB PRIMO BRANDS Consumer Defensive 20,158.0 $380K 0.00% $18.85 +34.7%
1117 PCTY PAYLOCITY HOLDING CORP Technology 3,505.0 $379K 0.00% $108.13 +17.3%
1118 CVLT COMMVAULT SYSTEMS INC Technology 4,842.0 $377K 0.00% -105K -95.6% $77.86 +92.4%
1119 SBCF SEACOAST BANKING CORP OF FLORIDA Financial Services 12,447.0 $377K 0.00% $30.29 +13.3%
1120 SXT SENSIENT TECHNOLOGIES CORP Basic Materials 4,357.0 $377K 0.00% $86.53 +28.1%
Page 56 of 93  ·  1,848 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 34.2%
Financial Services 11.3%
Communication Services 10.8%
Healthcare 10.0%
Consumer Cyclical 10.0%
Industrials 8.6%
Consumer Defensive 6.3%
Energy 4.1%
Real Estate 1.9%
Basic Materials 1.7%