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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 67 of 76  ·  1,518 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1321 ANNX ANNEXON INC Healthcare 45,813.0 $262K 0.00% +10K +27.2% $5.71 -9.5%
1322 ORIC ORIC PHARMACEUTICALS INC Healthcare 24,083.0 $261K 0.00% +5K +24.6% $10.83 +26.0%
1323 BLMN BLOOMIN BRANDS INC Consumer Cyclical 28,386.0 $259K 0.00% +5K +22.6% $9.14 +18.5%
1324 REPL REPLIMUNE GROUP INC Healthcare 23,361.0 $259K 0.00% +5K +26.6% $11.07 +39.5%
1325 WLFC WILLIS LEASE FINANCE CORP Industrials 1,125.0 $257K 0.00% +293.0 +35.2% $228.80 -75.2%
1326 SENEA SENECA FOODS CORP CL A Consumer Defensive 1,466.0 $255K 0.00% +270.0 +22.6% $173.94 +10.2%
1327 BIOA BIOAGE LABS INC Healthcare 10,367.0 $254K 0.00% +2K +23.6% $24.51 -58.2%
1328 ESRT EMPIRE STATE REALTY TRUST A Real Estate 46,930.0 $254K 0.00% +9K +22.7% $5.41 -12.9%
1329 DJCO DAILY JOURNAL CORP Technology 422.0 $254K 0.00% +83.0 +24.5% $601.19 -4.0%
1330 VERX VERTEX INC CLASS A Technology 22,027.0 $253K 0.00% +4K +22.4% $11.48 +14.5%
1331 API AGORA INC ADR Technology 63,272.0 $252K 0.00% +10K +19.2% $3.99 +10.4%
1332 ANTERIS TECHNOLOGIES GLOBAL 25,571.0 $252K 0.00% +4K +20.3% $9.85
1333 ABUS ARBUTUS BIOPHARMA CORP Healthcare 51,709.0 $248K 0.00% +10K +24.1% $4.80 -1.1%
1334 MCBS METROCITY BANKSHARES INC Financial Services 6,898.0 $248K 0.00% +1K +27.4% $35.89 +0.1%
1335 STGW STAGWELL INC Communication Services 33,209.0 $247K 0.00% +6K +23.6% $7.43 +19.6%
1336 EVC ENTRAVISION COMMUNICATIONS A Communication Services 18,881.0 $246K 0.00% +6K +43.7% $13.04 -32.5%
1337 TH TARGET HOSPITALITY CORP Industrials 11,995.0 $244K 0.00% +4K +42.4% $20.36 -13.7%
1338 OMDA OMADA HEALTH INC Healthcare 11,095.0 $244K 0.00% +2K +27.7% $21.95 +8.0%
1339 IRMD IRADIMED CORP Healthcare 2,530.0 $242K 0.00% +474.0 +23.1% $95.56 -7.4%
1340 CYRX CRYOPORT INC Industrials 15,368.0 $241K 0.00% +3K +23.1% $15.70 -3.1%
Page 67 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%