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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 83 of 93  ·  1,842 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1641 AMRC AMERESCO INC Industrials 4,854.0 $134K $27.61 -24.0%
1642 CBRL CRACKER BARREL OLD COUNTRY STORE INC Consumer Cyclical 2,523.0 $134K $53.11 +9.2%
1643 ETORO GROUP LTD-A 3,400.0 $134K NEW $39.41
1644 ARRY ARRAY TECHNOLOGIES INC Energy 17,944.0 $133K $7.41 -38.3%
1645 SHEN SHENANDOAH TELECOM CO Communication Services 8,730.0 $132K $15.12 -18.7%
1646 LILAK LIBERTY LATIN AMERICA LTD CL C Communication Services 16,937.0 $132K $7.79 +7.1%
1647 FBK FB FINANCIAL CORP Financial Services 2,346.0 $130K $55.41 +5.2%
1648 MEI METHODE ELECTRONICS INC Technology 6,768.0 $128K $18.91 -25.8%
1649 ALX ALEXANDER'S INC Real Estate 462.0 $127K $274.89 -1.9%
1650 ABR ARBOR REALTY TRUST INC Real Estate 23,463.0 $127K $5.41 -3.0%
1651 DYN DYNE THERAPEUTICS INC Healthcare 5,740.0 $127K $22.13 +17.5%
1652 IART INTEGRA LIFESCIENCES HOLDING Healthcare 7,071.0 $127K $17.96 -7.1%
1653 NEXTERA ENERGY PARTNERS LP 10,775.0 $127K $11.79
1654 RWT REDWOOD TRUST INC Real Estate 26,479.0 $126K $4.76 +0.0%
1655 EFC ELLINGTON FINANCIAL INC Real Estate 9,231.0 $126K $13.65 -0.2%
1656 SMR NUSCALE POWER CORP Utilities 12,564.0 $126K $10.03 -9.8%
1657 APEI AMERICAN PUBLIC EDUCATION INC Consumer Defensive 2,330.0 $125K $53.65 -13.8%
1658 ARDX ARDELYX INC Healthcare 24,496.0 $125K $5.10 -26.7%
1659 WNC WABASH NATL CORP Industrials 9,225.0 $125K $13.55 -11.1%
1660 WGO WINNEBAGO INDUSTRIES INC Consumer Cyclical 3,987.0 $125K $31.35 +2.5%
Page 83 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%