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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 64 of 161  ·  3,202 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1261 HCC WARRIOR MET COAL INC Energy 15,677.0 $1.3M 0.01% +1K +9.9% $81.16 +31.7%
1262 SEI SOLARIS ENERGY INFRASTRUCTUR Energy 15,760.0 $1.3M 0.01% +3K +27.2% $80.46 -32.5%
1263 URBN URBAN OUTFITTERS INC Consumer Cyclical 17,889.0 $1.3M 0.01% +587.0 +3.4% $70.86 +7.0%
1264 UCB UNITED COMMUNITY BANKS/GA Financial Services 36,108.0 $1.3M 0.01% +2K +7.3% $35.09 +1.2%
1265 CVSA COVISTA INC Consumer Cyclical 10,161.0 $1.3M 0.01% +1K +12.0% $124.66 +6.3%
1266 REZI RESIDEO TECHNOLOGIES INC Industrials 40,593.0 $1.3M 0.01% +6K +17.0% $31.10 -36.3%
1267 KEEL INFRASTRUCTURE CORP 219,822.0 $1.3M 0.01% NEW $5.72
1268 RELY REMITLY GLOBAL INC Technology 56,055.0 $1.3M 0.01% +10K +21.4% $22.41 +17.5%
1269 ATMU ATMUS FILTRATION TECHNOLOGIE Industrials 24,630.0 $1.3M 0.01% +2K +11.0% $50.99 -5.0%
1270 EEFT EURONET WORLDWIDE INC Technology 17,090.0 $1.3M 0.01% -319.0 -1.8% $73.19 -4.2%
1271 PEGA PEGASYSTEMS INC Technology 41,642.0 $1.2M 0.01% +1K +3.0% $29.97 +14.6%
1272 LBRT LIBERTY ENERGY INC Energy 47,636.0 $1.2M 0.01% +4K +9.2% $26.19 -28.8%
1273 CDP COPT DEFENSE PROPERTIES Real Estate 34,267.0 $1.2M 0.01% +4K +13.4% $36.39 +3.0%
1274 DOCS DOXIMITY INC CLASS A Healthcare 60,020.0 $1.2M 0.01% +2K +3.6% $20.74 +21.7%
1275 INTERNATIONAL BANCSHARES CRP 16,384.0 $1.2M 0.01% +1K +9.1% $75.95
1276 EXTR EXTREME NETWORKS INC Technology 38,327.0 $1.2M 0.01% +2K +5.0% $32.37 -30.6%
1277 TXNM ENERGY INC 950,000.0 $1.2M 0.01% $1.30
1278 VAL VALARIS LTD Energy 17,044.0 $1.2M 0.01% $72.60 +18.2%
1279 USAR USA RARE EARTH INC Basic Materials 57,305.0 $1.2M 0.01% +7K +14.9% $21.58 -15.6%
1280 PI IMPINJ INC Technology 8,633.0 $1.2M 0.01% +902.0 +11.7% $143.23 +10.6%
Page 64 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%