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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 63 of 161  ·  3,202 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1241 NWE NORTHWESTERN ENERGY GROUP IN Utilities 18,493.0 $1.3M 0.01% +2K +9.1% $71.62 -2.3%
1242 FRPT FRESHPET INC Consumer Defensive 22,375.0 $1.3M 0.01% +1K +6.1% $59.12 +29.2%
1243 BTDR BITDEER TECHNOLOGIES GROUP A Technology 83,310.0 $1.3M 0.01% +11K +15.1% $15.87 -30.4%
1244 ZETA ZETA GLOBAL HOLDINGS CORP A Technology 67,021.0 $1.3M 0.01% +10K +18.1% $19.68 +45.6%
1245 XMTR XOMETRY INC A Industrials 13,652.0 $1.3M 0.01% +2K +13.4% $96.52 -13.6%
1246 LAUR LAUREATE EDUCATION INC Consumer Defensive 36,091.0 $1.3M 0.01% +3K +7.6% $36.32 +2.7%
1247 MERITAGE HOMES CORP 1,265,000.0 $1.3M 0.01% NEW $1.03
1248 WEST FRASER TIMBER CO LTD 19,283.0 $1.3M 0.01% $67.67
1249 BMI BADGER METER INC Technology 8,789.0 $1.3M 0.01% +714.0 +8.8% $148.38 -10.0%
1250 RDNT RADNET INC Healthcare 21,105.0 $1.3M 0.01% +3K +13.6% $61.67 +20.6%
1251 OPLN OPENLANE INC Consumer Cyclical 31,513.0 $1.3M 0.01% +3K +9.4% $41.24 -17.9%
1252 TNGX TANGO THERAPEUTICS INC Healthcare 41,545.0 $1.3M 0.01% +11K +36.9% $31.26 -22.4%
1253 ENERGY FUELS INC 88,826.0 $1.3M 0.01% +4K +4.2% $14.52
1254 CCC CCC INTELLIGENT SOLUTIONS HO Technology 249,314.0 $1.3M 0.01% -6K -2.2% $5.16 +45.6%
1255 SXI STANDEX INTERNATIONAL CORP Industrials 3,592.0 $1.3M 0.01% +403.0 +12.6% $357.67 -15.4%
1256 BURLINGTON STORES INC 805,000.0 $1.3M 0.01% -274K -25.4% $1.60
1257 OPEN OPENDOOR TECHNOLOGIES INC Real Estate 277,886.0 $1.3M 0.01% NEW $4.62 -24.9%
1258 MIR MIRION TECHNOLOGIES INC Industrials 71,459.0 $1.3M 0.01% +6K +9.3% $17.93 -17.8%
1259 TTAN SERVICETITAN INC A Technology 18,114.0 $1.3M 0.01% NEW $70.71 +34.6%
1260 CSTM CONSTELLIUM SE Basic Materials 39,968.0 $1.3M 0.01% +3K +8.9% $31.87 -17.2%
Page 63 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%