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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 4 of 13  ·  243 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 DAMORA THERAPEUTICS INC 15,745.0 $410K 0.00% NEW $26.01
62 XE X ENERGY INC Industrials 21,388.0 $393K 0.00% NEW $18.36 +2.7%
63 HYCROFT MINING HOLDING CO A 16,100.0 $377K 0.00% NEW $23.40
64 NEPTUNE INSURANCE HOLDI CL A 11,245.0 $354K 0.00% NEW $31.50
65 DLO DLOCAL LTD Technology 26,865.0 $349K 0.00% NEW $12.99 +5.0%
66 SIMO SILICON MOTION TECHNOL ADR Technology 1,032.0 $344K 0.00% NEW $333.33 -24.5%
67 WESTERN DIGITAL CORP 20,000.0 $339K 0.00% NEW $16.93
68 UMAC UNUSUAL MACHINES INC /US Financial Services 13,480.0 $301K 0.00% NEW $22.30 +37.1%
69 KLRA KAILERA THERAPEUTICS INC Healthcare 13,618.0 $300K 0.00% NEW $22.03 -19.1%
70 PURR HYPERLIQUID STRATEGIES Basic Materials 37,070.0 $292K 0.00% NEW $7.87 -8.5%
71 MUX MCEWEN INC Basic Materials 15,422.0 $280K 0.00% NEW $18.13 +1.3%
72 CCO CLEAR CHANNEL OUTDOOR HOLDIN Communication Services 115,412.0 $279K 0.00% NEW $2.42 -2.1%
73 LPTH LIGHTPATH TECHNOLOGIES INC A Technology 16,329.0 $267K 0.00% NEW $16.35 -13.0%
74 SBET SHARPLINK INC Financial Services 55,477.0 $266K 0.00% NEW $4.80 +31.0%
75 HYG ISHARES IBOXX USD HIGH YIELD C 3,100.0 $248K 0.00% NEW $79.97 -0.6%
76 ALOY REALLOYS INC Basic Materials 16,794.0 $243K 0.00% NEW $14.45 -6.6%
77 PTRN PATTERN GROUP INC CL A Technology 9,542.0 $240K 0.00% NEW $25.19 -18.0%
78 CSIQ CANADIAN SOLAR INC Energy 14,430.0 $231K 0.00% NEW $16.02 -8.0%
79 HIGHLANDER SILVER CORP 48,879.0 $229K 0.00% NEW $4.69
80 AVALO THERAPEUTICS INC 12,324.0 $228K 0.00% NEW $18.48
Page 4 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%