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Portfolio (Quarterly) Guide ↗

PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO

· CIK 0000315297
13F Portfolio $25.5B AUM 1,848 positions Filed May 14, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 18 New 104 Added 135 Reduced 36 Exited
Page 3 of 6  ·  104 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 FIX COMFORT SYSTEMS USA INC Industrials 14,145.0 $19.5M 0.08% +11K +322.9% $1379.00 +32.6%
42 EVR EVERCORE PARTNERS INC Financial Services 64,882.0 $19.4M 0.08% +61K +1571.3% $298.51 +15.9%
43 ROK ROCKWELL AUTOMATION INC Industrials 53,371.0 $19.2M 0.07% +42K +390.9% $358.88 +26.0%
44 PLXS PLEXUS CORP Technology 92,059.0 $18.6M 0.07% +89K +3011.2% $202.54 +31.2%
45 WELL WELLTOWER INC Real Estate 92,101.0 $18.2M 0.07% +6K +6.8% $197.71 +9.3%
46 JBL JABIL INC Technology 68,074.0 $18.1M 0.07% +57K +537.8% $265.62 +37.2%
47 CRL CHARLES RIVER LABORATORIES Healthcare 101,643.0 $17.5M 0.07% +18K +21.5% $172.50 -7.1%
48 BKR BAKER HUGHES CO Energy 285,080.0 $17.4M 0.07% +190K +199.8% $61.05 +8.2%
49 SEIC SEI INVESTMENTS CO Financial Services 219,635.0 $17.2M 0.07% +41K +23.1% $78.47 +15.4%
50 NDSN NORDSON CORP Industrials 62,148.0 $16.5M 0.07% +57K +1107.2% $266.06 +9.0%
51 MKSI MKS INSTRUMENTS INC Technology 71,340.0 $16.4M 0.06% +64K +943.0% $229.81 +39.5%
52 AEIS ADVANCED ENERGY INDUSTRIES Industrials 50,452.0 $16.3M 0.06% +46K +1033.2% $322.70 +0.7%
53 EME EMCOR GROUP INC Industrials 21,899.0 $16.2M 0.06% +18K +434.2% $738.30 +15.0%
54 HIG HARTFORD FINANCIAL SVCS GRP Financial Services 116,424.0 $15.7M 0.06% +92K +382.6% $135.23 +0.6%
55 CIEN CIENA CORP Technology 40,202.0 $15.6M 0.06% +26K +187.1% $388.24 +50.4%
56 AVY AVERY DENNISON CORP Industrials 87,800.0 $15.2M 0.06% +15K +20.9% $172.68 -7.5%
57 Q QNITY ELECTRONICS INC Technology 126,052.0 $14.5M 0.06% +107K +548.0% $115.38 +36.0%
58 UTHR UNITED THERAPEUTICS CORP Healthcare 23,703.0 $14.1M 0.06% +19K +438.3% $592.96 -4.1%
59 DFIN DONNELLEY FINANCIAL SOLUTIONS INC Financial Services 295,274.0 $13.9M 0.06% +50K +20.2% $47.14 -17.3%
60 SNX SYNNEX CORP Technology 82,331.0 $13.9M 0.06% +76K +1312.0% $168.71 +40.7%
Page 3 of 6  ·  104 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 34.2%
Financial Services 11.3%
Communication Services 10.8%
Healthcare 10.0%
Consumer Cyclical 10.0%
Industrials 8.6%
Consumer Defensive 6.3%
Energy 4.1%
Real Estate 1.9%
Basic Materials 1.7%