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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 88 of 93  ·  1,848 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1741 LCID LUCID GRP INC Consumer Cyclical 7,054.0 $67K $9.50 -37.1%
1742 SDGR SCHRODINGER INC Healthcare 5,899.0 $67K $11.36 +15.8%
1743 MATIV INC 7,723.0 $67K $8.68
1744 BIOHVN LTD 7,796.0 $66K $8.47
1745 ASAN ASANA INC Technology 10,175.0 $65K $6.39 +3.0%
1746 OXM OXFORD INDS INC Consumer Cyclical 1,676.0 $65K $38.78 +16.3%
1747 MTRX MATRIX SERVICE CO Industrials 5,595.0 $64K $11.44 +14.5%
1748 NVAX NOVAVAX INC Healthcare 7,873.0 $64K $8.13 +28.7%
1749 PRTA PROTHENA CORP PLC Healthcare 6,552.0 $64K $9.77 +3.0%
1750 INTERNATIONAL BANCSHARES CORP 957.0 $64K $66.88
1751 ZUMZ ZUMIEZ INC Consumer Cyclical 2,838.0 $63K $22.20 +8.5%
1752 PHR PHREESIA INC Healthcare 7,551.0 $63K $8.34 +7.3%
1753 EMBC EMBECTA CRP Healthcare 7,041.0 $62K $8.81 -62.3%
1754 FTRE FORTREA HOLDINGS INC Healthcare 6,531.0 $62K $9.49 +39.3%
1755 APARTMENT INVESTMENT AND MANAGEMENT CO 15,291.0 $62K $4.05
1756 SABR SABRE CORP Consumer Cyclical 42,303.0 $61K $1.44 +12.3%
1757 FWRD FRWRD AIR Industrials 3,633.0 $61K $16.79 -42.6%
1758 PD PAGERDUTY INC Technology 9,800.0 $61K $6.22 +15.5%
1759 TLRY TILRY BRNDS Healthcare 9,344.0 $60K $6.42 -15.1%
1760 RLAY RELAY THERAPEUTICS INC Healthcare 5,888.0 $59K $10.02 +41.4%
Page 88 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%