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 2 of 9 · 176 positions

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#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
21	SEM	SELECT MEDICAL HOLDINGS CORP	Healthcare	30,154	$491K	0.00%	SOLD
22	DAWN	DAY ONE BIOPHARMACEUTICALS I	Healthcare	22,203	$476K	0.00%	SOLD
23	THR	THERMON GROUP HOLDINGS INC	Industrials	9,217	$465K	0.00%	SOLD
24	—	SOLENO THERAPEUTICS INC	—	13,714	$459K	0.00%	SOLD
25	—	BITFARMS LTD/CANADA	—	219,822	$430K	0.00%	SOLD
26	VRE	VERIS RESIDENTIAL INC	Real Estate	21,847	$412K	0.00%	SOLD
27	—	ENVIRI CORP	—	20,910	$410K	0.00%	SOLD
28	MQ	MARQETA INC A	Technology	98,841	$403K	0.00%	SOLD
29	KW	KENNEDY WILSON HOLDINGS INC	Real Estate	33,309	$360K	0.00%	SOLD
30	PRA	PROASSURANCE CORP	Financial Services	14,107	$349K	0.00%	SOLD
31	TGLS	TECNOGLASS INC	Basic Materials	6,885	$307K	0.00%	SOLD
32	INTR	INTER CO INC CL A	Financial Services	29,000	$231K	0.00%	SOLD
33	KALV	KALVISTA PHARMACEUTICALS INC	Healthcare	11,172	$225K	0.00%	SOLD
34	VLRS	CONTROLADORA VUELA CIA ADR	Industrials	30,632	$222K	0.00%	SOLD
35	PKST	PEAKSTONE REALTY TRUST	Real Estate	10,609	$222K	0.00%	SOLD
36	SNCY	SUN COUNTRY AIRLINES HOLDING	Industrials	13,374	$221K	0.00%	SOLD
37	HTBK	HERITAGE COMMERCE CORP	Financial Services	17,509	$219K	0.00%	SOLD
38	TR	TOOTSIE ROLL INDS	Consumer Defensive	5,045	$216K	0.00%	SOLD
39	—	SUNOPTA INC	—	33,197	$215K	0.00%	SOLD
40	EHAB	ENHABIT INC	Healthcare	14,994	$211K	0.00%	SOLD

Page 2 of 9 · 176 positions

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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%