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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 36 of 76  ·  1,518 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
701 PI IMPINJ INC Technology 8,633.0 $1.2M 0.01% +902.0 +11.7% $143.23 +15.6%
702 BOKF BOK FINANCIAL CORPORATION Financial Services 8,900.0 $1.2M 0.01% +500.0 +6.0% $138.88 +1.1%
703 MMSI MERIT MEDICAL SYSTEMS INC Healthcare 17,650.0 $1.2M 0.01% +2K +11.0% $69.34 +30.9%
704 TENB TENABLE HOLDINGS INC Technology 33,132.0 $1.2M 0.01% +2K +5.3% $36.88 -6.8%
705 MHO M/I HOMES INC Consumer Cyclical 7,588.0 $1.2M 0.01% +394.0 +5.5% $160.79 -5.2%
706 FELE FRANKLIN ELECTRIC CO INC Industrials 11,301.0 $1.2M 0.01% +848.0 +8.1% $107.19 -2.9%
707 OII OCEANEERING INTL INC Energy 29,728.0 $1.2M 0.01% +2K +8.6% $40.52 +30.8%
708 FBP FIRST BANCORP PUERTO RICO Financial Services 46,144.0 $1.2M 0.01% +7K +16.7% $26.07 +9.4%
709 WSFS WSFS FINANCIAL CORP Financial Services 15,666.0 $1.2M 0.01% +1K +8.5% $76.73 +4.1%
710 CATY CATHAY GENERAL BANCORP Financial Services 19,391.0 $1.2M 0.01% +3K +19.3% $61.99 +0.5%
711 BELFB BEL FUSE INC CL B Technology 3,606.0 $1.2M 0.01% +725.0 +25.2% $333.04 -23.3%
712 CNR CORE NATURAL RESOURCES INC Energy 15,004.0 $1.2M 0.01% +1K +8.6% $80.02 +18.9%
713 MWA MUELLER WATER PRODUCTS INC A Industrials 46,396.0 $1.2M 0.01% +3K +8.2% $25.83 -3.4%
714 INDB INDEPENDENT BANK CORP/MA Financial Services 14,251.0 $1.2M 0.01% +811.0 +6.0% $83.72 +0.0%
715 BGC BGC GROUP INC A Financial Services 111,334.0 $1.2M 0.01% +11K +11.2% $10.69 +10.9%
716 RNST RENASANT CORP Financial Services 27,946.0 $1.2M 0.01% +3K +11.8% $42.54 -2.4%
717 BNL BROADSTONE NET LEASE INC Real Estate 57,465.0 $1.2M 0.01% +7K +14.3% $20.67 +2.2%
718 CELC CELCUITY INC Healthcare 11,350.0 $1.2M 0.01% +2K +19.3% $104.62 -10.6%
719 ANF ABERCROMBIE FITCH CO CL A Consumer Cyclical 13,178.0 $1.2M 0.01% +727.0 +5.8% $90.01 +21.1%
720 CAR AVIS BUDGET GROUP INC Industrials 8,002.0 $1.2M 0.01% +450.0 +6.0% $147.83 -0.8%
Page 36 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%