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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 23 of 29  ·  571 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
441 SLM SLM CORP Financial Services 87,093.0 $2.3M 0.02% -439.0 -0.5% $25.94 +5.4%
442 RKT ROCKET COS INC CLASS A Financial Services 143,338.0 $2.3M 0.02% -896.0 -0.6% $15.75 -10.5%
443 J JACOBS SOLUTIONS INC Industrials 17,846.0 $2.2M 0.02% -389.0 -2.1% $126.00 +14.5%
444 HEI HEICO CORP Industrials 6,241.0 $2.2M 0.02% -109.0 -1.7% $356.19 +2.9%
445 SUI SUN COMMUNITIES INC Real Estate 18,532.0 $2.2M 0.02% -430.0 -2.3% $119.91 +2.2%
446 BBY BEST BUY CO INC Consumer Cyclical 29,087.0 $2.2M 0.02% -280.0 -0.9% $75.88 +14.9%
447 IMPERIAL OIL LTD 19,474.0 $2.2M 0.02% -3K -12.2% $112.25
448 JHG JANUS HENDERSON GROUP PLC Financial Services 41,856.0 $2.2M 0.02% -11K -20.5% $51.95 +0.0%
449 FLUTTER ENTERTAINMENT PLC DI 20,969.0 $2.1M 0.02% -3K -13.2% $102.17
450 DECK DECKERS OUTDOOR CORP Consumer Cyclical 21,555.0 $2.1M 0.02% -796.0 -3.6% $99.29 -7.8%
451 CSL CARLISLE COS INC Industrials 5,872.0 $2.1M 0.02% -542.0 -8.4% $362.75 -1.9%
452 SOLS SOLSTICE ADV MATERIALS INC Basic Materials 23,986.0 $2.1M 0.02% -403.0 -1.6% $88.60 -31.6%
453 BUNGE GLOBAL SA 19,675.0 $2.1M 0.02% -334.0 -1.7% $106.73
454 COOPER COS INC/THE 29,269.0 $2.1M 0.02% -825.0 -2.7% $71.71
455 TRU TRANSUNION Industrials 28,888.0 $2.1M 0.02% -643.0 -2.2% $72.14 +10.2%
456 SATS ECHOSTAR CORP A Technology 20,525.0 $2.1M 0.02% -16K -43.9% $101.50 -14.3%
457 PTC PTC INC Technology 17,972.0 $2.0M 0.01% -303.0 -1.7% $113.61 +30.9%
458 LYB LYONDELLBASELL INDU CL A Basic Materials 38,342.0 $2.0M 0.01% -657.0 -1.7% $52.65 +22.6%
459 AN AUTONATION INC Consumer Cyclical 10,756.0 $2.0M 0.01% -929.0 -8.0% $185.79 +8.8%
460 BYD BOYD GAMING CORP Consumer Cyclical 22,337.0 $2.0M 0.01% -477.0 -2.1% $88.33 -5.6%
Page 23 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%