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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 84 of 93  ·  1,842 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1661 WLK WESTLAKE CHEMICAL CORP Basic Materials 1,704.0 $124K $72.77 +7.3%
1662 ADNT ADIENT PLC Consumer Cyclical 6,751.0 $124K $18.37 +6.8%
1663 DLX DELUXE CORP Communication Services 5,207.0 $124K $23.81 +1.2%
1664 DFIN DONNELLEY FINANCIAL SOLUTIONS INC Financial Services 2,951.0 $124K -292K -99.0% $42.02 +14.9%
1665 CSR CENTERSPACE Real Estate 2,193.0 $123K $56.09 -3.0%
1666 GSHD GOOSEHEAD INSURANCE INC Financial Services 2,526.0 $123K $48.69 +51.3%
1667 NCNO NCINO INC Technology 7,503.0 $123K $16.39 +27.1%
1668 CATY CATHAY BANCORP INC Financial Services 1,965.0 $122K $62.09 +0.8%
1669 JBGS JBG SMITH PROPERTIES Real Estate 8,231.0 $121K $14.70 -13.6%
1670 CNMD CONMED CORP Healthcare 3,643.0 $119K $32.67 +56.9%
1671 DJT TRUMP MEDIA & TECHNOLOGY GROUP CORP Communication Services 15,330.0 $119K $7.76 +17.2%
1672 SGRY SURGERY PARTNERS INC Healthcare 7,083.0 $119K $16.80 -13.0%
1673 MLAB MESA LABORATORIES INC Technology 1,181.0 $118K $99.92 +24.3%
1674 ADT ADT INC Industrials 17,956.0 $117K $6.52 +13.0%
1675 AKR ACADIA REALTY TRUST Real Estate 5,612.0 $117K $20.85 +1.5%
1676 KFRC KFORCE INC Industrials 2,493.0 $117K $46.93 +26.2%
1677 BROOKFIELD ASSET MANAGEMENT LTD 2,606.0 $117K $44.90
1678 TRUP TRUPANION, INC. Financial Services 4,678.0 $116K $24.80 +26.7%
1679 BIOHVN LTD 7,796.0 $116K $14.88
1680 EWTX EDGEWISE THERAPEUTICS INC Healthcare 2,849.0 $116K $40.72 +5.9%
Page 84 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%