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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 15 of 161  ·  3,202 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 FITB FIFTH THIRD BANCORP Financial Services 135,779.0 $7.7M 0.06% -3K -2.1% $56.37 -2.5%
282 RGLD ROYAL GOLD INC Basic Materials 38,326.0 $7.7M 0.06% +2K +6.5% $199.61 +24.3%
283 GNRC GENERAC HOLDINGS INC Industrials 26,096.0 $7.6M 0.06% +1K +4.7% $292.81 -28.0%
284 EA ELECTRONIC ARTS INC Communication Services 37,239.0 $7.6M 0.06% -2K -3.9% $205.04 +2.3%
285 PFGC PERFORMANCE FOOD GROUP CO Consumer Defensive 68,060.0 $7.6M 0.06% +3K +4.5% $111.79 -7.6%
286 NBIX NEUROCRINE BIOSCIENCES INC Healthcare 45,139.0 $7.6M 0.06% +4K +9.3% $168.53 -7.7%
287 KIM KIMCO REALTY CORP Real Estate 299,130.0 $7.6M 0.06% +14K +4.9% $25.35 -4.0%
288 PSA PUBLIC STORAGE Real Estate 23,807.0 $7.6M 0.06% -520.0 -2.1% $318.31 +2.1%
289 CDE COEUR MINING INC Basic Materials 464,295.0 $7.6M 0.06% +187K +67.5% $16.32 +28.2%
290 SITM SITIME CORP Technology 10,045.0 $7.5M 0.06% +4K +62.9% $745.56 -17.0%
291 NEBIUS GROUP NV 27,107.0 $7.5M 0.06% -1K -4.9% $276.17
292 LNG CHENIERE ENERGY INC Energy 31,314.0 $7.5M 0.06% -2K -4.7% $239.01 +14.8%
293 XEL XCEL ENERGY INC Utilities 93,125.0 $7.5M 0.06% +2K +2.0% $80.30 -1.1%
294 ANNALY CAPITAL MANAGEMENT IN 332,983.0 $7.4M 0.06% +32K +10.5% $22.36
295 EBAY EBAY INC Consumer Cyclical 66,435.0 $7.4M 0.06% -4K -5.3% $111.75 -8.2%
296 WCC WESCO INTERNATIONAL INC Industrials 21,490.0 $7.4M 0.06% +1K +6.3% $345.43 -0.5%
297 APOS APOLLO GLOBAL MANAGEMENT INC Financial Services 62,629.0 $7.4M 0.06% -2K -3.5% $118.31 -78.4%
298 APG API GROUP CORP Industrials 173,330.0 $7.3M 0.06% +21K +13.9% $42.35 +0.4%
299 NUE NUCOR CORP Basic Materials 32,925.0 $7.3M 0.06% -3K -7.6% $222.75 +11.7%
300 NKE NIKE INC CL B Consumer Cyclical 177,210.0 $7.3M 0.06% -3K -1.8% $41.05 +0.0%
Page 15 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%