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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 57 of 76  ·  1,518 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1121 HRMY HARMONY BIOSCIENCES HOLDINGS Healthcare 13,418.0 $489K 0.00% +1K +10.7% $36.41 +4.6%
1122 IOVA IOVANCE BIOTHERAPEUTICS INC Healthcare 117,378.0 $488K 0.00% +24K +25.5% $4.16 +116.1%
1123 TALO TALOS ENERGY INC Energy 37,754.0 $487K 0.00% +4K +13.0% $12.91 +37.5%
1124 AMLX AMYLYX PHARMACEUTICALS INC Healthcare 27,123.0 $487K 0.00% +3K +14.2% $17.96 +120.8%
1125 AMERICAS GOLD AND SILVER COR 102,750.0 $486K 0.00% +24K +29.7% $4.73
1126 SONO SONOS INC Technology 35,861.0 $485K 0.00% +3K +9.8% $13.53 +18.6%
1127 TPB TURNING POINT BRANDS INC Consumer Defensive 5,710.0 $484K 0.00% +529.0 +10.2% $84.81 +2.3%
1128 AMBQ AMBIQ MICRO INC Technology 5,484.0 $484K 0.00% +903.0 +19.7% $88.30 -34.5%
1129 TSHA TAYSHA GENE THERAPIES INC Healthcare 70,719.0 $482K 0.00% +14K +23.7% $6.81 -10.3%
1130 NVCR NOVOCURE LTD Healthcare 31,549.0 $478K 0.00% +3K +11.2% $15.15 +17.3%
1131 LEG LEGGETT PLATT INC Consumer Cyclical 40,473.0 $474K 0.00% +4K +10.7% $11.71 -20.2%
1132 LITHIUM AMERICAS CORP 122,625.0 $472K 0.00% +34K +39.1% $3.85
1133 TNK TEEKAY TANKERS LTD CLASS A Energy 7,257.0 $471K 0.00% +645.0 +9.8% $64.87 +40.5%
1134 FIVN FIVE9 INC Technology 22,031.0 $470K 0.00% +2K +9.2% $21.32 +51.5%
1135 HAMILTON INSURANCE GROU CL B 13,811.0 $469K 0.00% +1K +11.1% $33.94
1136 BFC BANK FIRST CORP Financial Services 3,144.0 $466K 0.00% +598.0 +23.5% $148.35 +2.7%
1137 ABSI ABSCI CORP Healthcare 40,235.0 $466K 0.00% +7K +19.6% $11.59 -19.9%
1138 ALNT ALLIENT INC Technology 4,530.0 $466K 0.00% +458.0 +11.2% $102.93 -3.4%
1139 CBZ CBIZ INC Industrials 14,529.0 $466K 0.00% +1K +11.0% $32.08 +71.5%
1140 OBNK ORIGIN BANCORP INC Financial Services 9,100.0 $465K 0.00% +872.0 +10.6% $51.15 -97.9%
Page 57 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%