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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 49 of 76  ·  1,518 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
961 BANF BANCFIRST CORP Financial Services 6,400.0 $711K 0.01% +615.0 +10.6% $111.13 +1.4%
962 SEADRILL LIMITED 18,778.0 $710K 0.01% +2K +8.7% $37.82
963 NTB BANK OF N.T. BUTTERFIELDSON Financial Services 11,933.0 $710K 0.01% +868.0 +7.8% $59.50 -1.4%
964 INOD INNODATA INC Technology 9,392.0 $710K 0.01% +1K +15.3% $75.58 -16.9%
965 RDW REDWIRE CORP Industrials 57,771.0 $707K 0.01% +29K +101.5% $12.23 -3.8%
966 NMRK NEWMARK GROUP INC CLASS A Real Estate 46,746.0 $706K 0.01% +6K +13.3% $15.11 +5.8%
967 NAVN NAVAN INC CL A Technology 30,776.0 $704K 0.01% +21K +219.4% $22.87 +24.9%
968 BLBD BLUE BIRD CORP Consumer Cyclical 8,895.0 $702K 0.01% +648.0 +7.9% $78.96 -22.3%
969 LC HAPPEN INC Financial Services 33,811.0 $701K 0.01% +2K +7.5% $20.74 -3.8%
970 CLBT CELLEBRITE DI LTD Technology 47,729.0 $697K 0.01% +6K +13.8% $14.60 -22.5%
971 HTFL HEARTFLOW INC Healthcare 23,713.0 $696K 0.01% +18K +317.6% $29.34 +59.5%
972 RAMP LIVERAMP HOLDINGS INC Technology 18,451.0 $694K 0.01% +1K +7.6% $37.64 +0.0%
973 FLY FIREFLY AEROSPACE INC Industrials 23,549.0 $692K 0.01% +17K +243.9% $29.40 -19.6%
974 PDFS PDF SOLUTIONS INC Technology 9,759.0 $691K 0.01% +918.0 +10.4% $70.79 -36.7%
975 BCRX BIOCRYST PHARMACEUTICALS INC Healthcare 68,674.0 $687K 0.01% +5K +7.3% $10.00 -3.4%
976 WT WISDOMTREE INC Financial Services 40,219.0 $681K 0.01% +7K +20.1% $16.94 +33.7%
977 WAY WAYSTAR HOLDING CORP Technology 33,021.0 $678K 0.01% +3K +10.1% $20.53 +21.0%
978 MZTI MARZETTI COMPANY/THE Consumer Defensive 5,932.0 $677K 0.01% +398.0 +7.2% $114.16 -1.1%
979 REYN REYNOLDS CONSUMER PRODUCTS I Consumer Cyclical 25,217.0 $677K 0.01% +1K +5.8% $26.85 -5.0%
980 VCEL VERICEL CORP Healthcare 15,207.0 $677K 0.01% +1K +9.8% $44.49 -5.3%
Page 49 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 33.6%
Financial Services 11.4%
Industrials 11.1%
Healthcare 10.1%
Consumer Cyclical 9.7%
Communication Services 8.4%
Consumer Defensive 4.3%
Energy 3.4%
Real Estate 3.1%
Utilities 2.6%