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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 11 of 13  ·  243 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 GPRO GOPRO INC CLASS A Technology 63,096.0 $49K NEW $0.78 -23.9%
202 CAMP CAMP4 THERAPEUTICS CORP Healthcare 11,117.0 $49K NEW $4.37 +12.1%
203 LYEL LYELL IMMUNOPHARMA INC Healthcare 3,446.0 $48K NEW $14.05 +12.4%
204 SND SMART SAND INC Energy 9,634.0 $48K NEW $5.01 -0.8%
205 KVHI KVH INDUSTRIES INC Technology 4,817.0 $48K NEW $9.91 -20.6%
206 CRBU CARIBOU BIOSCIENCES INC Healthcare 27,084.0 $48K NEW $1.76 -11.4%
207 CHARGEPOINT HOLDINGS INC 8,029.0 $47K NEW $5.91
208 CNTN CANTON STRATEGIC HOLDINGS IN Healthcare 16,810.0 $47K NEW $2.82 -28.7%
209 ESP ESPEY MFG ELECTRONICS CORP Industrials 703.0 $47K NEW $67.35 -3.6%
210 RAIL FREIGHTCAR AMERICA INC Industrials 4,838.0 $47K NEW $9.74 -26.5%
211 ONKURE THERAPEUTICS INC A 10,323.0 $47K NEW $4.56
212 AGEN AGENUS INC Healthcare 15,342.0 $47K NEW $3.06 +146.1%
213 ONL ORION PROPERTIES INC Real Estate 16,232.0 $47K NEW $2.89 -0.7%
214 WATT ENERGOUS CORP Technology 1,944.0 $47K NEW $24.05 -40.8%
215 WHWK WHITEHAWK THERAPEUTICS INC Healthcare 10,205.0 $47K NEW $4.58 +3.9%
216 SPRB SPRUCE BIOSCIENCES INC Healthcare 864.0 $47K NEW $54.00 -2.1%
217 RDNW RIDENOW GROUP INC Consumer Cyclical 6,967.0 $46K NEW $6.66 +18.9%
218 LIFETIME BRANDS INC 5,398.0 $46K NEW $8.53
219 VERI VERITONE INC Technology 33,432.0 $46K NEW $1.37 -27.4%
220 ROADZEN INC 31,110.0 $45K NEW $1.46
Page 11 of 13  ·  243 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%