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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 5 of 161  ·  3,202 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 UBER UBER TECHNOLOGIES INC Technology 292,991.0 $21.1M 0.16% -17K -5.4% $72.16 +9.2%
82 T ATT INC Communication Services 1,018,528.0 $21.1M 0.16% -47K -4.4% $20.70 +22.3%
83 ISRG INTUITIVE SURGICAL INC Healthcare 52,673.0 $20.9M 0.16% -2K -3.2% $397.68 -4.7%
84 BKNG BOOKING HOLDINGS INC Consumer Cyclical 115,796.0 $20.6M 0.15% +111K +2217.8% $178.24 +17.6%
85 TOTALENERGIES SE 264,982.0 $20.6M 0.15% +6K +2.2% $77.78
86 PFE PFIZER INC Healthcare 851,894.0 $20.5M 0.15% -23K -2.6% $24.08 +16.6%
87 SPOT SPOTIFY TECHNOLOGY SA Communication Services 43,370.0 $19.9M 0.15% -661.0 -1.5% $459.13 +16.2%
88 CVS CVS HEALTH CORP Healthcare 192,158.0 $19.9M 0.15% $103.45 -10.1%
89 DELL DELL TECHNOLOGIES C Technology 45,072.0 $19.4M 0.15% -3K -5.7% $431.46 +2.4%
90 VRT VERTIV HOLDINGS CO A Industrials 57,517.0 $19.3M 0.14% -1K -1.8% $334.82 -21.8%
91 PGR PROGRESSIVE CORP Financial Services 88,074.0 $19.2M 0.14% -2K -2.5% $218.45 +0.4%
92 COP CONOCOPHILLIPS Energy 182,931.0 $19.0M 0.14% -8K -4.1% $103.96 +29.7%
93 PLD PROLOGIS INC Real Estate 139,733.0 $18.9M 0.14% -3K -2.0% $135.47 +4.7%
94 VRTX VERTEX PHARMACEUTICALS INC Healthcare 37,982.0 $18.9M 0.14% -1K -2.8% $496.73 +10.3%
95 COF CAPITAL ONE FINANCIAL CORP Financial Services 93,835.0 $18.8M 0.14% -896.0 -0.9% $200.62 +8.6%
96 SHOPIFY INC CLASS A 164,570.0 $18.8M 0.14% +5K +3.2% $114.37
97 CRM SALESFORCE INC Technology 118,678.0 $18.6M 0.14% -22K -15.4% $156.66 +33.5%
98 APP APPLOVIN CORP CLASS A Technology 35,980.0 $18.5M 0.14% -697.0 -1.9% $515.23 -40.7%
99 PH PARKER HANNIFIN CORP Industrials 18,907.0 $18.5M 0.14% -599.0 -3.1% $978.12 +2.4%
100 LOW LOWE S COS INC Consumer Cyclical 83,803.0 $18.5M 0.14% -2K -2.8% $220.49 -2.0%
Page 5 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%