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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 63 of 76  ·  1,518 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1241 ENOV ENOVIS CORP Industrials 17,171.0 $355K 0.00% +2K +16.6% $20.70 +23.9%
1242 AVNS AVANOS MEDICAL INC Healthcare 14,157.0 $352K 0.00% +2K +14.5% $24.88 +0.4%
1243 CMRE COSTAMARE INC Industrials 25,078.0 $352K 0.00% +12K +93.1% $14.02 +6.5%
1244 UFCS UNITED FIRE GROUP INC Financial Services 6,688.0 $351K 0.00% +878.0 +15.1% $52.44 +2.3%
1245 WLDN WILLDAN GROUP INC Industrials 4,425.0 $350K 0.00% +555.0 +14.3% $79.10 +6.9%
1246 RCAT RED CAT HOLDINGS INC Technology 32,823.0 $350K 0.00% +5K +18.7% $10.65 -4.1%
1247 FMBH FIRST MID BANCSHARES INC Financial Services 7,265.0 $349K 0.00% +1K +22.2% $48.09 +7.0%
1248 AMC ENTERTAINMENT HLDS CL A 183,744.0 $349K 0.00% +42K +29.4% $1.90
1249 PCT PURECYCLE TECHNOLOGIES INC Industrials 43,042.0 $349K 0.00% +9K +25.0% $8.11 -15.2%
1250 GIII G III APPAREL GROUP LTD Consumer Cyclical 10,315.0 $348K 0.00% +1K +14.0% $33.71 +0.0%
1251 GBTG GLOBAL BUSINESS TRAVEL GROUP Technology 36,959.0 $347K 0.00% +5K +14.9% $9.39 +0.6%
1252 SNDA SONIDA SENIOR LIVING INC Healthcare 8,501.0 $347K 0.00% +7K +708.1% $40.80 -0.8%
1253 TYRA TYRA BIOSCIENCES INC Healthcare 10,850.0 $347K 0.00% +4K +68.5% $31.94 -18.5%
1254 IE IVANHOE ELECTRIC INC / US Technology 35,802.0 $344K 0.00% +7K +26.1% $9.61 +5.6%
1255 BLFS BIOLIFE SOLUTIONS INC Healthcare 12,175.0 $344K 0.00% +2K +16.4% $28.24 +23.7%
1256 WS WORTHINGTON STEEL INC Basic Materials 10,216.0 $343K 0.00% +1K +12.4% $33.58 +9.7%
1257 JJSF J J SNACK FOODS CORP Consumer Defensive 4,659.0 $342K 0.00% +599.0 +14.8% $73.45 +21.0%
1258 CIM CHIMERA INVESTMENT CORP Real Estate 25,334.0 $338K 0.00% +3K +15.1% $13.34 -12.1%
1259 SCSC SCANSOURCE INC Technology 6,477.0 $337K 0.00% +902.0 +16.2% $52.09 +0.4%
1260 ADTRAN HOLDINGS INC 24,220.0 $337K 0.00% +3K +15.3% $13.90
Page 63 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%