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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 153 of 161  ·  3,202 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
3041 ASIC ATEGRITY SPECIALTY HOLDINGS Financial Services 1,940.0 $47K $24.04 +2.2%
3042 REFI CHICAGO ATLANTIC REAL ESTATE Real Estate 4,346.0 $47K $10.72 -3.3%
3043 TBI TRUEBLUE INC Industrials 6,667.0 $46K $6.97 +50.8%
3044 COSO COASTAL SOUTH BANCSHARES INC Financial Services 1,730.0 $46K $26.85 +3.5%
3045 RDNW RIDENOW GROUP INC Consumer Cyclical 6,967.0 $46K NEW $6.66 +13.1%
3046 EVCM EVERCOMMERCE INC Technology 4,593.0 $46K $10.06 -0.8%
3047 SEG SEAPORT ENTERTAINMENT GROUP Real Estate 1,737.0 $46K $26.60 +0.2%
3048 LIFETIME BRANDS INC 5,398.0 $46K NEW $8.53
3049 NC NACCO INDUSTRIES CL A Energy 919.0 $46K $50.05 -15.8%
3050 NAGE NIAGEN BIOSCIENCE INC Healthcare 14,416.0 $46K $3.19 -4.1%
3051 VERI VERITONE INC Technology 33,432.0 $46K NEW $1.37 -27.4%
3052 LFMD LIFEMD INC Healthcare 11,032.0 $46K $4.13 -20.8%
3053 INGN INOGEN INC Healthcare 7,043.0 $45K $6.45 -13.2%
3054 EGAN EGAIN CORP Technology 7,210.0 $45K $6.30 +14.1%
3055 ROADZEN INC 31,110.0 $45K NEW $1.46
3056 INBK FIRST INTERNET BANCORP Financial Services 1,632.0 $45K $27.80 +5.7%
3057 RBKB RHINEBECK BANCORP INC Financial Services 2,608.0 $45K NEW $17.31 -26.2%
3058 AMPY AMPLIFY ENERGY CORP Energy 11,285.0 $45K NEW $3.98 +21.1%
3059 CVGI COMMERCIAL VEHICLE GROUP INC Consumer Cyclical 9,718.0 $45K NEW $4.62 -29.0%
3060 PBFS PIONEER BANCORP INC/NY Financial Services 2,629.0 $45K $17.07 +1.2%
Page 153 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%