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Portfolio (Quarterly) Guide ↗

Police & Firemen's Retirement System of New Jersey

· CIK 0002040686
13F Portfolio $11.7B AUM 3,135 positions Filed Apr 29, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 49 New 689 Added 240 Reduced 70 Exited
Page 3 of 4  ·  70 positions
# Ticker Company Sector Shares Value ↓ % Port Status
41 BBUC BROOKFIELD BUSINESS CL A Financial Services 6,050 $217K 0.00% SOLD
42 IQ IQIYI INC ADR Communication Services 94,787 $182K 0.00% SOLD
43 ATHM AUTOHOME INC ADR Communication Services 7,720 $172K 0.00% SOLD
44 MIDWESTONE FINANCIAL GROUP I 4,370 $168K 0.00% SOLD
45 ASPEN INSURANCE HOLDINGS A 4,313 $160K 0.00% SOLD
46 HYG ISHARES IBOXX HIGH YIELD COR 1,800 $145K 0.00% SOLD
47 ASTRIA THERAPEUTICS INC 10,075 $132K 0.00% SOLD
48 GPCR STRUCTURE THERAPEUTICS INC Healthcare 1,829 $127K 0.00% SOLD
49 SMWB SIMILARWEB LTD Communication Services 16,124 $121K 0.00% SOLD
50 FORGE GLOBAL HOLDINGS INC 2,481 $111K 0.00% SOLD
51 EVENTBRITE INC CLASS A 22,414 $100K 0.00% SOLD
52 OLYMPIC STEEL INC 2,290 $98K 0.00% SOLD
53 AFYA AFYA LTD CLASS A Consumer Defensive 4,996 $77K 0.00% SOLD
54 CITY OFFICE REIT INC 10,869 $76K 0.00% SOLD
55 DENNY S CORP 11,464 $71K 0.00% SOLD
56 MIDDLEFIELD BANC CORP 2,047 $71K 0.00% SOLD
57 SGML SIGMA LITHIUM CORP Basic Materials 5,329 $70K 0.00% SOLD
58 AGILON HEALTH INC 85,310 $59K SOLD
59 SEMLER SCIENTIFIC INC 3,171 $48K SOLD
60 TRUECAR INC 19,525 $44K SOLD
Page 3 of 4  ·  70 positions
Sector Allocation
Technology 29.7%
Financial Services 11.8%
Industrials 11.3%
Consumer Cyclical 10.3%
Healthcare 10.2%
Communication Services 9.0%
Consumer Defensive 4.9%
Energy 4.4%
Real Estate 3.0%
Utilities 2.9%