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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 9 of 93  ·  1,842 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 NEE NEXTERA ENERGY INC Utilities 262,070.0 $23.0M 0.08% -2K -0.8% $87.77 -4.7%
162 OVV OVINTIV INC Energy 435,644.0 $22.9M 0.08% $52.65 +26.9%
163 NDSN NORDSON CORP Industrials 74,729.0 $22.5M 0.08% +13K +20.2% $301.69 +10.1%
164 Q QNITY ELECTRONICS INC Technology 137,652.0 $22.5M 0.08% +12K +9.2% $163.31 -21.1%
165 VZ VERIZON COMMUNICATIONS INC Communication Services 530,654.0 $22.5M 0.08% -7K -1.3% $42.34 +16.8%
166 FHN FIRST HORIZON CORP Financial Services 873,705.0 $22.4M 0.08% -6K -0.7% $25.64 -3.9%
167 SXI STANDEX INTERNATIONAL CORP Industrials 62,600.0 $22.4M 0.08% NEW $357.67 -13.2%
168 NTRA NATERA INC Healthcare 82,315.0 $22.3M 0.08% $271.45 +22.3%
169 SNX SYNNEX CORP Technology 82,331.0 $22.0M 0.08% $267.34 -6.4%
170 IEX IDEX CORP Industrials 96,129.0 $21.8M 0.07% +14K +17.6% $226.94 +3.3%
171 MUSA MURPHY USA INC Consumer Cyclical 40,354.0 $21.7M 0.07% $538.88 +5.7%
172 DIS WALT DISNEY CO Communication Services 224,051.0 $21.6M 0.07% -5K -2.4% $96.25 +12.0%
173 IDXX IDEXX LABORATORIES INC Healthcare 40,896.0 $21.5M 0.07% -492.0 -1.2% $526.43 +5.8%
174 TPR TAPESTRY INC Consumer Cyclical 145,578.0 $21.3M 0.07% -29K -16.4% $146.38 -11.1%
175 BA BOEING CO Industrials 98,338.0 $21.3M 0.07% -2K -2.1% $216.47 -1.0%
176 RHP RYMAN HOSPITALITY PROPERTIES Real Estate 164,340.0 $21.1M 0.07% $128.55 -0.0%
177 DRI DARDEN RESTAURANTS INC Consumer Cyclical 101,430.0 $20.9M 0.07% -16K -13.8% $206.01 +7.6%
178 WTS WATTS WATER TECHNOLOGIES INC CL A Industrials 53,139.0 $20.8M 0.07% +13K +31.4% $391.45 -4.1%
179 ITT ITT INC Industrials 105,029.0 $20.8M 0.07% +39K +59.1% $197.76 +5.2%
180 EME EMCOR GROUP INC Industrials 24,999.0 $20.7M 0.07% +3K +14.2% $829.87 -6.4%
Page 9 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%