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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 12 of 157  ·  3,135 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 TFC TRUIST FINANCIAL CORP Financial Services 195,771.0 $9.0M 0.08% -1K -0.7% $45.97 +4.4%
222 CTAS CINTAS CORP Industrials 52,845.0 $8.9M 0.08% $169.14 +1.9%
223 CENCORA INC 28,263.0 $8.9M 0.08% $314.14
224 USFD US FOODS HOLDING CORP Consumer Defensive 96,195.0 $8.9M 0.08% $92.21 -12.0%
225 CTVA CORTEVA INC Basic Materials 104,619.0 $8.8M 0.07% $83.71 -5.6%
226 O REALTY INCOME CORP Real Estate 142,509.0 $8.7M 0.07% +3K +1.9% $61.18 +1.7%
227 AZO AUTOZONE INC Consumer Cyclical 2,567.0 $8.7M 0.07% $3377.78 +1.8%
228 OKE ONEOK INC Energy 95,746.0 $8.7M 0.07% $90.39 +2.5%
229 PDD PDD HOLDINGS INC Consumer Cyclical 83,999.0 $8.6M 0.07% $102.18 -4.3%
230 MTZ MASTEC INC Industrials 26,487.0 $8.5M 0.07% +139.0 +0.5% $321.74 +20.8%
231 DASH DOORDASH INC A Communication Services 56,378.0 $8.5M 0.07% +1K +2.3% $150.15 +6.1%
232 TC ENERGY CORP 135,395.0 $8.5M 0.07% -4K -3.1% $62.42
233 AJG ARTHUR J GALLAGHER CO Financial Services 38,999.0 $8.4M 0.07% $216.58 -4.2%
234 TGT TARGET CORP Consumer Defensive 69,660.0 $8.4M 0.07% $121.20 +0.9%
235 ATI ATI INC Industrials 57,678.0 $8.4M 0.07% +319.0 +0.6% $145.46 +10.3%
236 CHRW C.H. ROBINSON WORLDWIDE INC Industrials 49,978.0 $8.3M 0.07% $166.07 +7.3%
237 ALL ALLSTATE CORP Financial Services 39,990.0 $8.3M 0.07% -631.0 -1.6% $207.34 +3.4%
238 SOFI SOFI TECHNOLOGIES INC Financial Services 521,209.0 $8.3M 0.07% +4K +0.7% $15.88 -1.2%
239 TRGP TARGA RESOURCES CORP Energy 32,828.0 $8.2M 0.07% $250.73 +8.0%
240 FAST FASTENAL CO Industrials 176,912.0 $8.2M 0.07% $46.40 -6.2%
Page 12 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%