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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 29 of 161  ·  3,202 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
561 BLDR BUILDERS FIRSTSOURCE INC Industrials 47,683.0 $4.3M 0.03% +31K +186.6% $89.48 -21.5%
562 CW CURTISS WRIGHT CORP Industrials 5,628.0 $4.3M 0.03% -10K -64.4% $757.76 -16.2%
563 MSTR STRATEGY INC Technology 49,055.0 $4.3M 0.03% +1K +2.1% $86.93 +37.2%
564 EIX EDISON INTERNATIONAL Utilities 57,231.0 $4.3M 0.03% -1K -2.2% $74.45 -3.8%
565 COLB COLUMBIA BANKING SYSTEM INC Financial Services 132,691.0 $4.3M 0.03% +5K +3.8% $32.05 -3.9%
566 BLD TOPBUILD CORP Industrials 11,958.0 $4.2M 0.03% -72.0 -0.6% $354.53 -0.0%
567 FLS FLOWSERVE CORP Industrials 57,120.0 $4.2M 0.03% +3K +5.8% $74.16 +7.1%
568 VICR VICOR CORP Technology 11,131.0 $4.2M 0.03% +5K +79.5% $379.78 -47.2%
569 IFS INTERCORP FINANCIAL SERVICES Financial Services 73,914.0 $4.2M 0.03% -6K -7.1% $56.96 -3.6%
570 HUBB HUBBELL INC Industrials 8,032.0 $4.2M 0.03% -217.0 -2.6% $523.20 -10.2%
571 SCCO SOUTHERN COPPER CORP Basic Materials 24,104.0 $4.2M 0.03% +728.0 +3.1% $174.26 +24.0%
572 ORI OLD REPUBLIC INTL CORP Financial Services 102,505.0 $4.2M 0.03% +4K +3.9% $40.92 +1.6%
573 TTC TORO CO Industrials 43,005.0 $4.2M 0.03% +2K +3.8% $97.42 +2.1%
574 ATO ATMOS ENERGY CORP Utilities 24,247.0 $4.2M 0.03% -184.0 -0.8% $172.27 -3.1%
575 TKR TIMKEN CO Industrials 28,737.0 $4.2M 0.03% +1K +4.4% $145.32 -13.9%
576 ALSN ALLISON TRANSMISSION HOLDING Consumer Cyclical 37,020.0 $4.2M 0.03% +2K +5.6% $112.74 +18.2%
577 PL PLANET LABS PBC Industrials 125,942.0 $4.2M 0.03% +51K +69.1% $33.13 -32.7%
578 CINF CINCINNATI FINANCIAL CORP Financial Services 22,505.0 $4.2M 0.03% -1K -5.4% $185.14 -9.1%
579 KTOS KRATOS DEFENSE SECURITY Industrials 83,498.0 $4.2M 0.03% +34K +69.3% $49.86 +14.7%
580 AFG AMERICAN FINANCIAL GROUP INC Financial Services 29,748.0 $4.2M 0.03% +2K +6.3% $139.94 +2.7%
Page 29 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%