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Portfolio (Quarterly) Guide ↗

Police & Firemen's Retirement System of New Jersey

· CIK 0002040686
13F Portfolio $13.3B AUM 3,202 positions Filed Jul 23, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 243 New 1518 Added 571 Reduced 176 Exited
Page 27 of 76  ·  1,518 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
521 GSAT GLOBALSTAR INC Communication Services 23,234.0 $1.9M 0.01% +10K +71.0% $81.29 +1.3%
522 TWST TWIST BIOSCIENCE CORP Healthcare 18,318.0 $1.9M 0.01% +2K +11.9% $102.88 +41.5%
523 SM SM ENERGY CO Energy 71,963.0 $1.9M 0.01% +5K +6.8% $26.10 +42.5%
524 GATX GATX CORP Industrials 10,596.0 $1.9M 0.01% +848.0 +8.7% $177.19 -0.1%
525 CWEN CLEARWAY ENERGY INC C Utilities 54,822.0 $1.9M 0.01% +18K +47.4% $34.18 -4.7%
526 CVLT COMMVAULT SYSTEMS INC Technology 13,214.0 $1.9M 0.01% +1K +8.9% $141.73 -5.6%
527 LGND LIGAND PHARMACEUTICALS Healthcare 5,924.0 $1.9M 0.01% +692.0 +13.2% $316.09 -9.4%
528 GTX GARRETT MOTION INC Consumer Cyclical 51,513.0 $1.9M 0.01% +2K +4.0% $36.23 -26.5%
529 GAP GAP INC/THE Consumer Cyclical 99,179.0 $1.9M 0.01% +3K +3.2% $18.68 +6.0%
530 SSRM SSR MINING INC Basic Materials 65,132.0 $1.8M 0.01% +9K +17.0% $28.28 +33.6%
531 MTRN MATERION CORP Basic Materials 6,192.0 $1.8M 0.01% +736.0 +13.5% $297.39 -22.0%
532 EPAM EPAM SYSTEMS INC Technology 23,126.0 $1.8M 0.01% +190.0 +0.8% $79.35 +39.1%
533 CWST CASELLA WASTE SYSTEMS INC A Industrials 18,863.0 $1.8M 0.01% +2K +10.5% $96.97 -5.1%
534 HWC HANCOCK WHITNEY CORP Financial Services 24,466.0 $1.8M 0.01% +2K +10.0% $74.72 +0.9%
535 SRRK SCHOLAR ROCK HOLDING CORP Healthcare 32,981.0 $1.8M 0.01% +9K +39.7% $55.00 +2.7%
536 POR PORTLAND GENERAL ELECTRIC CO Utilities 34,891.0 $1.8M 0.01% +4K +13.3% $51.83 -4.3%
537 RYTM RHYTHM PHARMACEUTICALS INC Healthcare 16,280.0 $1.8M 0.01% +2K +11.6% $111.03 -0.9%
538 JAMES HARDIE IND PLC 68,976.0 $1.8M 0.01% +4K +5.7% $26.18
539 DFTX DEFINIUM THERAPEUTICS INC Healthcare 38,386.0 $1.8M 0.01% +11K +40.3% $47.04 -4.5%
540 AUB ATLANTIC UNION BANKSHARES CO Financial Services 42,651.0 $1.8M 0.01% +4K +9.6% $42.31 -2.7%
Page 27 of 76  ·  1,518 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 34.4%
Financial Services 11.5%
Industrials 11.4%
Healthcare 10.3%
Consumer Cyclical 9.9%
Communication Services 6.5%
Consumer Defensive 4.4%
Energy 3.4%
Real Estate 3.1%
Utilities 2.7%