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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 115 of 161  ·  3,202 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2281 CERT CERTARA INC Healthcare 33,849.0 $222K 0.00% -19K -36.1% $6.55 +28.7%
2282 VOR VOR BIOPHARMA INC Healthcare 12,035.0 $222K 0.00% NEW $18.41 +26.9%
2283 GCT GIGACLOUD TECHNOLOGY INC A Technology 7,000.0 $221K 0.00% $31.60 +57.1%
2284 GNK GENCO SHIPPING TRADING LTD Industrials 8,895.0 $220K 0.00% $24.78 +7.0%
2285 QNST QUINSTREET INC Communication Services 15,028.0 $220K 0.00% $14.65 +40.8%
2286 HOMETRUST BANCSHARES INC 4,411.0 $220K 0.00% $49.89
2287 SEPN SEPTERNA INC Healthcare 6,527.0 $219K 0.00% +1K +26.1% $33.49 +19.4%
2288 SIBN SI BONE INC Healthcare 13,327.0 $217K 0.00% +3K +25.9% $16.32 +22.3%
2289 ESPR ESPERION THERAPEUTICS INC Healthcare 68,798.0 $217K 0.00% $3.16 +0.6%
2290 CRITICAL METALS CORP 21,204.0 $217K 0.00% +5K +29.2% $10.25
2291 FWRG FIRST WATCH RESTAURANT GROUP Consumer Cyclical 16,797.0 $217K 0.00% $12.89 +1.1%
2292 PAHC PHIBRO ANIMAL HEALTH CORP A Healthcare 6,860.0 $215K 0.00% +1K +26.3% $31.40 +15.7%
2293 JANX JANUX THERAPEUTICS INC Healthcare 13,960.0 $214K 0.00% +3K +28.1% $15.36 +13.2%
2294 CTOS CUSTOM TRUCK ONE SOURCE INC Industrials 18,139.0 $214K 0.00% +4K +27.7% $11.81 -17.3%
2295 AMBP ARDAGH METAL PACKAGING SA Consumer Cyclical 45,101.0 $214K 0.00% +10K +28.5% $4.74 +13.1%
2296 ZBIO ZENAS BIOPHARMA INC Healthcare 8,418.0 $214K 0.00% +2K +32.3% $25.38 +27.2%
2297 SMBK SMARTFINANCIAL INC Financial Services 4,550.0 $213K 0.00% +1K +29.3% $46.92 +8.8%
2298 WASH WASHINGTON TRUST BANCORP Financial Services 5,852.0 $213K 0.00% +1K +27.0% $36.48 +8.9%
2299 NVGS NAVIGATOR HOLDINGS LTD Energy 11,457.0 $213K 0.00% +2K +22.2% $18.63 +18.9%
2300 LXU LSB INDUSTRIES INC Basic Materials 19,676.0 $213K 0.00% +4K +27.0% $10.81 +2.9%
Page 115 of 161  ·  3,202 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 34.4%
Financial Services 11.5%
Industrials 11.4%
Healthcare 10.3%
Consumer Cyclical 9.9%
Communication Services 6.5%
Consumer Defensive 4.4%
Energy 3.4%
Real Estate 3.1%
Utilities 2.7%