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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 61 of 76  ·  1,518 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1201 TWO HARBORS INVESTMENT CORP 31,434.0 $390K 0.00% +4K +13.3% $12.41
1202 AMN AMN HEALTHCARE SERVICES INC Healthcare 12,040.0 $390K 0.00% +1K +13.3% $32.37 +6.7%
1203 AVBP ARRIVENT BIOPHARMA INC Healthcare 11,184.0 $389K 0.00% +3K +41.9% $34.74 -13.6%
1204 BCAX BICARA THERAPEUTICS INC Healthcare 13,034.0 $387K 0.00% +3K +32.5% $29.69 -16.1%
1205 MNKD MANNKIND CORP Healthcare 90,806.0 $387K 0.00% +12K +15.7% $4.26 -4.5%
1206 PLOW DOUGLAS DYNAMICS INC Consumer Cyclical 7,148.0 $386K 0.00% +891.0 +14.2% $53.95 -23.1%
1207 SKYT SKYWATER TECHNOLOGY INC Technology 11,051.0 $385K 0.00% +1K +13.1% $34.82 -6.8%
1208 SFL SFL CORP LTD Industrials 37,617.0 $384K 0.00% +4K +11.9% $10.20 +21.9%
1209 ACVA ACV AUCTIONS INC A Consumer Cyclical 53,280.0 $383K 0.00% +7K +14.6% $7.19 +6.1%
1210 CAPR CAPRICOR THERAPEUTICS INC Healthcare 15,862.0 $382K 0.00% +5K +39.8% $24.08 -70.6%
1211 HLX HELIX ENERGY SOLUTIONS GROUP Energy 43,497.0 $380K 0.00% +5K +13.7% $8.74 +18.8%
1212 DCH DAUCH CORPORATION Industrials 70,012.0 $379K 0.00% +8K +13.0% $5.42 +19.7%
1213 XPEL XPEL INC Consumer Cyclical 7,649.0 $379K 0.00% +978.0 +14.7% $49.60 +0.3%
1214 PZZA PAPA JOHN S INTL INC Consumer Cyclical 10,306.0 $379K 0.00% +1K +13.7% $36.77 -36.5%
1215 COUR COURSERA INC Consumer Defensive 67,119.0 $379K 0.00% +29K +75.3% $5.64 +0.9%
1216 IART INTEGRA LIFESCIENCES HOLDING Healthcare 21,067.0 $378K 0.00% +3K +13.6% $17.96 -2.3%
1217 PRCT PROCEPT BIOROBOTICS CORP Healthcare 16,748.0 $378K 0.00% +2K +14.7% $22.58 -5.6%
1218 CDNL CARDINAL INFRASTRUCTURE GR A Industrials 4,009.0 $378K 0.00% +654.0 +19.5% $94.20 -52.1%
1219 SCL STEPAN CO Basic Materials 6,767.0 $377K 0.00% +814.0 +13.7% $55.72 +13.8%
1220 CBRL CRACKER BARREL OLD COUNTRY Consumer Cyclical 7,070.0 $377K 0.00% +926.0 +15.1% $53.30 +9.2%
Page 61 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%