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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 117 of 157  ·  3,135 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2321 HNRG HALLADOR ENERGY CO Energy 8,791.0 $143K 0.00% $16.28 +8.5%
2322 ALX ALEXANDER S INC Real Estate 605.0 $143K 0.00% $236.20 +8.0%
2323 EMBC EMBECTA CORP Healthcare 16,141.0 $143K 0.00% $8.84 -65.0%
2324 MLR MILLER INDUSTRIES INC/TENN Consumer Cyclical 3,130.0 $143K 0.00% $45.55 +6.8%
2325 IIIV I3 VERTICALS INC CLASS A Technology 6,368.0 $142K 0.00% $22.36 -10.7%
2326 FULC FULCRUM THERAPEUTICS INC Healthcare 18,562.0 $142K 0.00% +6K +44.5% $7.67 -54.4%
2327 AMBP ARDAGH METAL PACKAGING SA Consumer Cyclical 35,101.0 $142K 0.00% $4.05 +7.4%
2328 SINCLAIR INC 10,976.0 $142K 0.00% $12.94
2329 RGR STURM RUGER CO INC Industrials 3,537.0 $142K 0.00% -991.0 -21.9% $40.09 -5.1%
2330 CMB TECH NV 11,249.0 $142K 0.00% $12.61
2331 WLFC WILLIS LEASE FINANCE CORP Industrials 832.0 $142K 0.00% $170.26 +13.6%
2332 SERV SERVE ROBOTICS INC Industrials 16,773.0 $142K 0.00% $8.44 -20.7%
2333 REPL REPLIMUNE GROUP INC Healthcare 18,445.0 $141K 0.00% $7.65 +30.7%
2334 ASST STRIVE INC A Communication Services 14,077.0 $141K 0.00% NEW $10.02 +54.1%
2335 EXPI EXP WORLD HOLDINGS INC Real Estate 23,511.0 $141K 0.00% $5.99 -20.9%
2336 ASAN ASANA INC CL A Technology 21,923.0 $140K 0.00% $6.40 +10.9%
2337 PSIX POWER SOLUTIONS INTERNATIONA Industrials 2,303.0 $140K 0.00% $60.88 -36.1%
2338 GDEN GOLDEN ENTERTAINMENT INC Consumer Cyclical 5,236.0 $140K 0.00% $26.69 +7.0%
2339 ZEVRA THERAPEUTICS INC 14,964.0 $139K 0.00% $9.32
2340 HTLD HEARTLAND EXPRESS INC Industrials 13,408.0 $139K 0.00% +4K +40.1% $10.40 +37.8%
Page 117 of 157  ·  3,135 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 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%