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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 58 of 93  ·  1,842 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1141 SBCF SEACOAST BANKING CORP OF FLORIDA Financial Services 12,447.0 $414K 0.00% $33.26 +2.2%
1142 AXTI AXT INC Technology 5,749.0 $414K 0.00% NEW $72.01 -6.3%
1143 BHF BRIGHTHOUSE FINANCIAL INC Financial Services 6,536.0 $414K 0.00% -2K -19.5% $63.34 -18.1%
1144 CALM CAL-MAINE FOODS INC Consumer Defensive 5,138.0 $414K 0.00% $80.58 +4.4%
1145 HP HELMERICH & PAYNE IN Energy 12,659.0 $414K 0.00% $32.70 +28.7%
1146 IPGP IPG PHOTONICS CORP Technology 3,528.0 $414K 0.00% $117.35 -38.9%
1147 AN AUTONATION INC Consumer Cyclical 2,215.0 $412K 0.00% -254.0 -10.3% $186.00 +5.8%
1148 DORM DORMAN PRODUCTS INC Consumer Cyclical 3,019.0 $412K 0.00% $136.47 -4.4%
1149 OSCR OSCAR HEALTH INC Healthcare 14,449.0 $412K 0.00% $28.51 +8.5%
1150 ABG ASBURY AUTOMOTIVE GROUP INC Consumer Cyclical 2,041.0 $410K 0.00% $200.88 +7.3%
1151 BKU BANKUNITED INC Financial Services 8,444.0 $409K 0.00% $48.44 -4.4%
1152 BCO THE BRINK'S CO Industrials 4,324.0 $409K 0.00% $94.59 +17.4%
1153 FRHC FREEDOM HOLDING CORP/NV Financial Services 3,131.0 $409K 0.00% $130.63 +30.9%
1154 VNT VONTIER CORP Technology 14,105.0 $409K 0.00% -2K -13.3% $29.00 +15.2%
1155 BCPC BALCHEM CORP Basic Materials 2,414.0 $408K 0.00% $169.01 +6.2%
1156 CXW CORECIVIC INC Real Estate 13,427.0 $408K 0.00% $30.39 +9.1%
1157 RRR RED ROCK RESORTS INC Consumer Cyclical 6,255.0 $407K 0.00% $65.07 -8.2%
1158 AZZ AZZ INC Industrials 2,617.0 $406K 0.00% $155.14 -10.7%
1159 HASI HANNON ARMSTRONG SUSTAINABLE INFRASTRUC Financial Services 10,404.0 $406K 0.00% $39.02 +1.6%
1160 MORN MORNINGSTAR INC Financial Services 2,604.0 $406K 0.00% $155.91 +37.9%
Page 58 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%