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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 3 of 13  ·  243 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 VERSIGENT PLC 21,299.0 $895K 0.01% NEW $42.01
42 STUBHUB HOLDINGS INC CLASS A 65,877.0 $848K 0.01% NEW $12.87
43 KINIKSA PHARMACEUTICALS INTE 12,503.0 $800K 0.01% NEW $63.95
44 SEABRIDGE GOLD INC 30,750.0 $793K 0.01% NEW $25.80
45 MANE VERADERMICS INC Healthcare 6,422.0 $790K 0.01% NEW $122.94 -9.5%
46 NKTR NEKTAR THERAPEUTICS Healthcare 10,166.0 $710K 0.01% NEW $69.81 +5.5%
47 ESTA ESTABLISHMENT LABS HOLDINGS Healthcare 7,994.0 $686K 0.01% NEW $85.81 -12.3%
48 YMM FULL TRUCK ALLIANCE SPN ADR Technology 78,503.0 $637K 0.01% NEW $8.12 +8.4%
49 JANUS LIVING INC CL A 1 21,475.0 $617K 0.01% NEW $28.74
50 SOLV ENERGY INC CL A 17,595.0 $599K 0.00% NEW $34.05
51 FCEL FUELCELL ENERGY INC Industrials 16,010.0 $577K 0.00% NEW $36.01 -39.7%
52 BW BABCOCK WILCOX ENTERPR Industrials 39,563.0 $558K 0.00% NEW $14.10 -35.2%
53 IMAX IMAX CORP Communication Services 13,598.0 $542K 0.00% NEW $39.86 +26.8%
54 NCL CORPORATION LTD 466,000.0 $520K 0.00% NEW $1.11
55 ATAIBECKLEY INC 94,497.0 $498K 0.00% NEW $5.27
56 KLARNA GROUP PLC 22,923.0 $464K 0.00% NEW $20.24
57 INFQ INFLEQTION INC Technology 34,707.0 $462K 0.00% NEW $13.32 -3.1%
58 LWLG LIGHTWAVE LOGIC INC Basic Materials 47,423.0 $449K 0.00% NEW $9.46 -29.8%
59 PAY PAYMENTUS HOLDINGS INC A Technology 17,560.0 $424K 0.00% NEW $24.16 +58.6%
60 WOLF WOLFSPEED INC Technology 8,519.0 $411K 0.00% NEW $48.25 -34.8%
Page 3 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%