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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 37 of 76  ·  1,518 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
721 IRT INDEPENDENCE REALTY TRUST IN Real Estate 70,839.0 $1.2M 0.01% +6K +9.7% $16.69 -0.6%
722 SKYW SKYWEST INC Industrials 11,827.0 $1.2M 0.01% +734.0 +6.6% $99.33 +1.8%
723 KD KYNDRYL HOLDINGS INC Technology 103,727.0 $1.2M 0.01% +3K +3.4% $11.31 +11.0%
724 ABG ASBURY AUTOMOTIVE GROUP Consumer Cyclical 5,803.0 $1.2M 0.01% +530.0 +10.1% $201.08 +6.8%
725 BCO BRINK S CO/THE Industrials 12,335.0 $1.2M 0.01% +858.0 +7.5% $94.49 +17.9%
726 ICHR ICHOR HOLDINGS LTD Technology 10,354.0 $1.2M 0.01% +956.0 +10.2% $112.28 -46.4%
727 IRTC IRHYTHM HOLDINGS INC Healthcare 9,771.0 $1.2M 0.01% +1K +13.0% $118.95 +8.0%
728 ORLA MINING LTD 118,778.0 $1.2M 0.01% +9K +8.1% $9.78
729 OUSTER INC 18,486.0 $1.2M 0.01% +4K +25.0% $62.52
730 UNF UNIFIRST CORP/MA Industrials 4,363.0 $1.2M 0.01% +364.0 +9.1% $264.46 +9.8%
731 MNDY MONDAY.COM LTD Technology 15,885.0 $1.1M 0.01% +10K +172.1% $72.39 +25.3%
732 LASR NLIGHT INC Technology 16,487.0 $1.1M 0.01% +4K +27.6% $69.62 -31.9%
733 CRC CALIFORNIA RESOURCES CORP Energy 21,683.0 $1.1M 0.01% +1K +7.3% $52.87 +0.7%
734 CRNX CRINETICS PHARMACEUTICALS IN Healthcare 30,589.0 $1.1M 0.01% +4K +15.9% $37.42 +126.3%
735 ITRI ITRON INC Technology 13,171.0 $1.1M 0.01% +856.0 +7.0% $86.53 +15.6%
736 CVBF CVB FINANCIAL CORP Financial Services 50,539.0 $1.1M 0.01% +16K +44.3% $22.55 +0.1%
737 BKD BROOKDALE SENIOR LIVING INC Healthcare 70,754.0 $1.1M 0.01% +8K +12.5% $16.09 -26.7%
738 PENG PENGUIN SOLUTIONS INC Technology 14,923.0 $1.1M 0.01% +2K +13.3% $76.01 -30.8%
739 KBH KB HOME Consumer Cyclical 18,103.0 $1.1M 0.01% +1K +6.5% $62.59 -11.5%
740 AAP ADVANCE AUTO PARTS INC Consumer Cyclical 18,148.0 $1.1M 0.01% +2K +9.1% $62.22 -31.6%
Page 37 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%