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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 54 of 161  ·  3,202 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1061 MTRN MATERION CORP Basic Materials 6,192.0 $1.8M 0.01% +736.0 +13.5% $297.39 -22.0%
1062 EPAM EPAM SYSTEMS INC Technology 23,126.0 $1.8M 0.01% +190.0 +0.8% $79.35 +39.1%
1063 CWST CASELLA WASTE SYSTEMS INC A Industrials 18,863.0 $1.8M 0.01% +2K +10.5% $96.97 -5.1%
1064 HWC HANCOCK WHITNEY CORP Financial Services 24,466.0 $1.8M 0.01% +2K +10.0% $74.72 +0.9%
1065 SRRK SCHOLAR ROCK HOLDING CORP Healthcare 32,981.0 $1.8M 0.01% +9K +39.7% $55.00 +2.7%
1066 POR PORTLAND GENERAL ELECTRIC CO Utilities 34,891.0 $1.8M 0.01% +4K +13.3% $51.83 -4.3%
1067 RYTM RHYTHM PHARMACEUTICALS INC Healthcare 16,280.0 $1.8M 0.01% +2K +11.6% $111.03 -0.9%
1068 TRMB TRIMBLE INC Technology 35,303.0 $1.8M 0.01% -1K -3.3% $51.18 +17.7%
1069 JAMES HARDIE IND PLC 68,976.0 $1.8M 0.01% +4K +5.7% $26.18
1070 DFTX DEFINIUM THERAPEUTICS INC Healthcare 38,386.0 $1.8M 0.01% +11K +40.3% $47.04 -4.5%
1071 DKNG DRAFTKINGS INC CL A Consumer Cyclical 71,469.0 $1.8M 0.01% -2K -2.1% $25.26 +3.6%
1072 AUB ATLANTIC UNION BANKSHARES CO Financial Services 42,651.0 $1.8M 0.01% +4K +9.6% $42.31 -2.7%
1073 LAZ LAZARD INC Financial Services 43,025.0 $1.8M 0.01% +3K +6.4% $41.94 +5.3%
1074 MKTX MARKETAXESS HOLDINGS INC Financial Services 15,889.0 $1.8M 0.01% $113.49 +42.8%
1075 VNT VONTIER CORP Technology 61,646.0 $1.8M 0.01% -2K -2.9% $29.00 +13.7%
1076 BROOKFIELD INFRASTRUCTURE A 46,282.0 $1.8M 0.01% +4K +8.5% $38.55
1077 JOBY JOBY AVIATION INC Industrials 199,960.0 $1.8M 0.01% +41K +26.0% $8.92 -15.6%
1078 FNF FIDELITY NATIONAL FINANCIAL Financial Services 37,779.0 $1.8M 0.01% -4K -9.1% $47.16 +0.3%
1079 MAT MATTEL INC Consumer Cyclical 128,123.0 $1.8M 0.01% -2K -1.7% $13.88 +4.5%
1080 APOGEE THERAPEUTICS INC 13,302.0 $1.8M 0.01% +2K +19.4% $132.73
Page 54 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%