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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 8 of 29  ·  571 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 TER TERADYNE INC Technology 23,445.0 $11.3M 0.09% -786.0 -3.2% $483.84 -16.4%
142 MPC MARATHON PETROLEUM CORP Energy 44,055.0 $11.3M 0.08% -2K -4.8% $255.67 +43.2%
143 TDG TRANSDIGM GROUP INC Industrials 8,355.0 $11.1M 0.08% -142.0 -1.7% $1332.04 -7.4%
144 MDLZ MONDELEZ INTERNATIONAL INC A Consumer Defensive 191,959.0 $11.1M 0.08% -7K -3.8% $57.84 +8.3%
145 ALAB ASTERA LABS INC Technology 22,927.0 $11.1M 0.08% -32K -58.3% $483.02 -37.2%
146 HLT HILTON WORLDWIDE HOLDINGS IN Consumer Cyclical 33,343.0 $11.0M 0.08% -2K -4.3% $330.46 -0.8%
147 CL COLGATE PALMOLIVE CO Consumer Defensive 119,871.0 $11.0M 0.08% -3K -2.7% $91.68 -0.2%
148 SPG SIMON PROPERTY GROUP INC Real Estate 48,285.0 $10.8M 0.08% -2K -3.2% $223.65 -1.4%
149 CI THE CIGNA GROUP Healthcare 38,997.0 $10.8M 0.08% -2K -3.9% $275.68 +1.0%
150 NSC NORFOLK SOUTHERN CORP Industrials 34,098.0 $10.7M 0.08% -683.0 -2.0% $314.59 +7.7%
151 CRH PLC 99,843.0 $10.7M 0.08% -3K -2.9% $107.00
152 URI UNITED RENTALS INC Industrials 9,346.0 $10.6M 0.08% -360.0 -3.7% $1132.89 -1.5%
153 INTU INTUIT INC Technology 40,453.0 $10.6M 0.08% -2K -3.6% $261.00 +34.3%
154 TRV TRAVELERS COS INC/THE Financial Services 31,798.0 $10.5M 0.08% -2K -4.9% $330.12 +11.5%
155 ICE INTERCONTINENTAL EXCHANGE IN Financial Services 84,948.0 $10.5M 0.08% -3K -3.4% $123.11 +26.9%
156 EOG EOG RESOURCES INC Energy 80,457.0 $10.4M 0.08% -3K -4.2% $129.73 +14.6%
157 COHR COHERENT CORP Technology 26,453.0 $10.4M 0.08% -48K -64.5% $394.47 -22.3%
158 SLB SLB LTD Energy 224,175.0 $10.4M 0.08% -6K -2.5% $46.49 +14.5%
159 CIEN CIENA CORP Technology 21,216.0 $10.4M 0.08% -39K -64.8% $490.56 -17.3%
160 FIX COMFORT SYSTEMS USA INC Industrials 5,248.0 $10.4M 0.08% -10K -64.8% $1981.95 -12.3%
Page 8 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%