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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 26 of 93  ·  1,848 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
501 EFX EQUIFAX INC Industrials 11,821.0 $2.1M 0.01% $180.10 -9.1%
502 LH LABCRP HLDG Healthcare 7,829.0 $2.1M 0.01% $266.83 -3.2%
503 SMURFIT WEST-ROCK PLC 52,316.0 $2.1M 0.01% $39.85
504 CRS CARPENTER TECH CORP Industrials 5,226.0 $2.1M 0.01% $394.18 +16.9%
505 NI NISOURCE INC Utilities 43,938.0 $2.0M 0.01% $46.66 +1.7%
506 VLTO VERALTO CRP Industrials 23,186.0 $2.0M 0.01% $88.42 -4.5%
507 DLTR DOLLAR TREE INC Consumer Defensive 18,533.0 $2.0M 0.01% $109.53 -12.5%
508 HUM HUMANA INC Healthcare 11,373.0 $2.0M 0.01% $173.39 +76.6%
509 CHD CHURCH & DWIGHT CO INC C Consumer Defensive 20,947.0 $2.0M 0.01% $93.33 +5.0%
510 FSLR FIRST SOLAR INC Energy 9,896.0 $2.0M 0.01% $197.25 +38.7%
511 STZ CONSTELLATION BRANDS INC CL A Consumer Defensive 12,977.0 $1.9M 0.01% $150.03 -4.2%
512 ZM ZOOM VIDEO COMMUNICATIONS INC CL A Technology 24,122.0 $1.9M 0.01% $80.38 +24.5%
513 EQR EQUITY RESIDENTIAL Real Estate 32,755.0 $1.9M 0.01% $59.14 +12.7%
514 TWLO TWILIO INC Communication Services 15,228.0 $1.9M 0.01% $125.82 +44.3%
515 MILLICM INTE 25,400.0 $1.9M 0.01% $74.92
516 ATI ALLEGHENY TECHNOLOGIES INC Industrials 13,019.0 $1.9M 0.01% $145.48 +16.7%
517 SOFI SOFI TECHNOLOGIES INC Financial Services 118,220.0 $1.9M 0.01% $15.88 +1.8%
518 BWXT BWX TECHNOLOGIES INC Industrials 9,174.0 $1.9M 0.01% $204.49 -2.7%
519 ILMN ILLUMINA INC Healthcare 15,196.0 $1.9M 0.01% $123.26 +21.8%
520 FN FABRINET Technology 3,588.0 $1.9M 0.01% $521.46 +31.7%
Page 26 of 93  ·  1,848 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%