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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 19 of 29  ·  571 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
361 ATR APTARGROUP INC Healthcare 27,923.0 $3.5M 0.03% -516.0 -1.8% $125.20 +5.9%
362 LH LABCORP HOLDINGS INC Healthcare 12,460.0 $3.5M 0.03% -369.0 -2.9% $280.00 +16.9%
363 VRSK VERISK ANALYTICS INC Industrials 19,427.0 $3.5M 0.03% -2K -9.3% $179.53 +1.5%
364 RDDT REDDIT INC CL A Communication Services 19,987.0 $3.5M 0.03% -196.0 -1.0% $173.58 -5.5%
365 CMS CMS ENERGY CORP Utilities 44,965.0 $3.4M 0.03% -774.0 -1.7% $76.50 -6.3%
366 MIDD MIDDLEBY CORP Industrials 19,933.0 $3.4M 0.03% -410.0 -2.0% $172.01 -32.7%
367 ZM ZOOM COMMUNICATIONS INC Technology 39,720.0 $3.4M 0.03% -846.0 -2.1% $86.31 +23.3%
368 UTHR UNITED THERAPEUTICS CORP Healthcare 6,283.0 $3.4M 0.03% -12K -65.3% $541.83 -4.7%
369 ASTS AST SPACEMOBILE INC Technology 38,280.0 $3.4M 0.03% -54K -58.6% $88.86 -24.4%
370 OKTA OKTA INC Technology 24,855.0 $3.4M 0.03% -426.0 -1.7% $136.45 +5.1%
371 INSM INSMED INC Healthcare 31,808.0 $3.4M 0.03% -58K -64.5% $106.62 +20.4%
372 LPLA LPL FINANCIAL HOLDINGS INC Financial Services 12,011.0 $3.4M 0.03% -244.0 -2.0% $281.68 +31.5%
373 CHD CHURCH DWIGHT CO INC Consumer Defensive 34,803.0 $3.4M 0.03% -2K -6.1% $96.88 +2.5%
374 DLTR DOLLAR TREE INC Consumer Defensive 27,853.0 $3.4M 0.03% -771.0 -2.7% $120.95 +8.9%
375 REXR REXFORD INDUSTRIAL REALTY IN Real Estate 100,175.0 $3.4M 0.03% -1K -1.2% $33.50 +8.8%
376 VLTO VERALTO CORP Industrials 37,343.0 $3.3M 0.03% -963.0 -2.5% $88.68 +9.5%
377 CART MAPLEBEAR INC Consumer Cyclical 69,675.0 $3.3M 0.03% -5K -6.3% $47.35 +4.9%
378 EXPD EXPEDITORS INTL WASH INC Industrials 19,977.0 $3.3M 0.02% -542.0 -2.6% $162.98 +15.2%
379 JBHT HUNT (JB) TRANSPRT SVCS INC Industrials 11,220.0 $3.2M 0.02% -823.0 -6.8% $289.43 -4.2%
380 RB GLOBAL INC 27,881.0 $3.2M 0.02% -592.0 -2.1% $116.45
Page 19 of 29  ·  571 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%