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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 6 of 93  ·  1,842 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 MRVL MARVELL TECH Technology 107,792.0 $32.1M 0.11% -2K -1.8% $297.89 -20.4%
102 ORCL ORACLE CORPORATION Technology 218,409.0 $32.0M 0.11% -2K -1.0% $146.55 -0.1%
103 FNB FNB CORP Financial Services 1,670,494.0 $31.9M 0.11% $19.08 -2.9%
104 MCHP MICROCHIP TECHNOLOGY INC Technology 348,272.0 $31.8M 0.11% -47K -11.9% $91.20 -16.6%
105 USFD US FOODS HOLDING CORP Consumer Defensive 310,496.0 $31.7M 0.11% -27K -8.1% $102.25 +7.2%
106 MKSI MKS INSTRUMENTS INC Technology 71,299.0 $31.7M 0.11% $444.80 -37.3%
107 HDB HDFC BANK LTD-ADR Financial Services 1,227,009.0 $31.7M 0.11% -10K -0.8% $25.83 -8.6%
108 NVT NVENT ELECTRIC PLC Industrials 185,815.0 $31.5M 0.11% -118K -38.8% $169.61 -10.4%
109 CAH CARDINAL HEALTH INC Healthcare 132,247.0 $31.4M 0.11% -33K -19.9% $237.56 -3.4%
110 ESE ESCO TECHNOLOGIES INC Technology 89,358.0 $31.3M 0.11% -26K -22.8% $350.04 -17.9%
111 ATO ATMOS ENERGY CORP Utilities 180,391.0 $31.1M 0.11% $172.27 -3.1%
112 COHR COHERENT CORP Technology 78,043.0 $30.8M 0.11% +2K +3.1% $394.47 -26.6%
113 FROG JFROG LTD Technology 338,340.0 $30.7M 0.11% -73K -17.8% $90.88 +1.4%
114 CFR CULLEN FROST BANKERS INC Financial Services 198,050.0 $30.6M 0.11% $154.52 +6.3%
115 TDY TELEDYNE TECHNOLOGIES INC Technology 45,281.0 $30.2M 0.10% -1K -2.5% $666.90 -4.6%
116 RRX REGAL BELOIT CORP Industrials 124,999.0 $29.8M 0.10% +120K +2194.0% $238.19 -30.2%
117 FITB FIFTH THIRD BANCORP Financial Services 513,718.0 $29.0M 0.10% $56.37 -2.7%
118 MOD MODINE MANUFACTURING CO Consumer Cyclical 108,070.0 $28.9M 0.10% -32K -22.8% $267.02 -26.0%
119 JBL JABIL INC Technology 74,390.0 $28.7M 0.10% +6K +9.3% $385.48 -18.7%
120 LFUS LITTELFUSE INC Technology 62,947.0 $28.7M 0.10% -6K -8.2% $455.34 -9.5%
Page 6 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%