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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 148 of 161  ·  3,202 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2941 FC FRANKLIN COVEY CO Industrials 2,389.0 $59K $24.53 -18.4%
2942 FXNC FIRST NATIONAL CORP/VA Financial Services 1,945.0 $58K $30.02 +3.3%
2943 ALCO ALICO INC Consumer Defensive 1,411.0 $58K $41.37 -4.5%
2944 ASLE AERSALE CORP Industrials 9,205.0 $58K $6.32 -12.3%
2945 PRTH PRIORITY TECHNOLOGY HOLDINGS Technology 8,717.0 $58K $6.67 -16.2%
2946 ACDC PROFRAC HOLDING CORP A Energy 9,999.0 $58K $5.81 -23.6%
2947 ELMT ELMET GROUP CO/THE Industrials 2,936.0 $58K NEW $19.74 -15.6%
2948 RBBN RIBBON COMMUNICATIONS INC Communication Services 24,692.0 $58K $2.34 -14.5%
2949 POWW OUTDOOR HOLDING CO Industrials 25,280.0 $58K $2.28 -0.9%
2950 NERV MINERVA NEUROSCIENCES INC Healthcare 10,346.0 $57K NEW $5.55 -13.7%
2951 KPTI KARYOPHARM THERAPEUTICS INC Healthcare 5,874.0 $57K NEW $9.77 -81.4%
2952 FRD FRIEDMAN INDUSTRIES Basic Materials 1,777.0 $57K $32.18 +32.2%
2953 FJET STARFIGHTERS SPACE INC Industrials 10,718.0 $57K NEW $5.32 -25.6%
2954 HMH HMH HOLDING INC CL A Energy 3,030.0 $57K NEW $18.74 +8.0%
2955 KFS KINGSWAY CORP Consumer Cyclical 5,440.0 $57K $10.42 -1.8%
2956 CMTG CLAROS MORTGAGE TRUST INC Real Estate 24,058.0 $57K $2.35 -25.1%
2957 AREC AMERICAN RESOURCES CORP Energy 26,158.0 $56K NEW $2.15 +19.5%
2958 SURROZEN INC 2,166.0 $56K NEW $25.95
2959 XPOF XPONENTIAL FITNESS INC A Consumer Cyclical 8,099.0 $56K $6.92 -26.9%
2960 INSE INSPIRED ENTERTAINMENT INC Consumer Cyclical 6,782.0 $56K $8.25 -28.5%
Page 148 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 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%