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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 44 of 161  ·  3,202 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
861 ENS ENERSYS Industrials 10,985.0 $2.6M 0.02% +902.0 +8.9% $233.82 -18.8%
862 LW LAMB WESTON HOLDINGS INC Consumer Defensive 59,062.0 $2.6M 0.02% +2K +3.1% $43.18 +24.3%
863 SNEX STONEX GROUP INC Financial Services 21,486.0 $2.5M 0.02% +2K +7.8% $118.50 -42.2%
864 PAN AMERICAN SILVER CORP 56,704.0 $2.5M 0.02% $44.81
865 WFRD WEATHERFORD INTERNATIONAL PL Energy 31,173.0 $2.5M 0.02% +390.0 +1.3% $81.50 +11.1%
866 ZBH ZIMMER BIOMET HOLDINGS INC Healthcare 29,460.0 $2.5M 0.02% -823.0 -2.7% $86.09 +17.3%
867 BC BRUNSWICK CORP Consumer Cyclical 29,971.0 $2.5M 0.02% +1K +4.1% $84.24 -4.0%
868 SON SONOCO PRODUCTS CO Consumer Cyclical 44,742.0 $2.5M 0.02% +2K +4.4% $56.35 +5.6%
869 MAS MASCO CORP Industrials 30,960.0 $2.5M 0.02% -1K -3.4% $81.37 -9.9%
870 BALL BALL CORP Consumer Cyclical 40,246.0 $2.5M 0.02% -1K -2.5% $62.40 +1.9%
871 IEX IDEX CORP Industrials 11,065.0 $2.5M 0.02% -329.0 -2.9% $226.95 +3.3%
872 TSCO TRACTOR SUPPLY COMPANY Consumer Cyclical 79,242.0 $2.5M 0.02% -2K -2.4% $31.61 +10.7%
873 S SENTINELONE INC CLASS A Technology 147,575.0 $2.5M 0.02% +13K +9.5% $16.97 +24.9%
874 LYFT LYFT INC A Technology 170,772.0 $2.5M 0.02% +7K +4.3% $14.61 +19.6%
875 AKAM AKAMAI TECHNOLOGIES INC Technology 21,065.0 $2.5M 0.02% -363.0 -1.7% $118.21 -6.6%
876 TFX TELEFLEX INC Healthcare 19,638.0 $2.5M 0.02% +1K +5.8% $126.76 +9.5%
877 PRAXIS PRECISION MEDICINES I 7,414.0 $2.5M 0.02% +425.0 +6.1% $334.79
878 MSM MSC INDUSTRIAL DIRECT CO A Industrials 20,787.0 $2.5M 0.02% +1K +7.1% $118.95 +0.7%
879 GPN GLOBAL PAYMENTS INC Industrials 33,921.0 $2.5M 0.02% -3K -8.1% $72.56 +28.8%
880 TEX TEREX CORP Industrials 33,985.0 $2.5M 0.02% +4K +11.8% $72.39 -8.2%
Page 44 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%