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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 74 of 157  ·  3,135 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1461 DK DELEK US HOLDINGS INC Energy 15,825.0 $713K 0.01% $45.07 -4.0%
1462 AEO AMERICAN EAGLE OUTFITTERS Consumer Cyclical 42,647.0 $712K 0.01% $16.70 +5.4%
1463 CTRI CENTURI HOLDINGS INC Utilities 24,365.0 $712K 0.01% +4K +19.1% $29.21 +6.8%
1464 BIRKENSTOCK HOLDING PLC 19,767.0 $708K 0.01% -4K -15.3% $35.83
1465 HAE HAEMONETICS CORP/MASS Healthcare 12,547.0 $707K 0.01% -687.0 -5.2% $56.36 +19.9%
1466 CAI CARIS LIFE SCIENCES INC Healthcare 39,497.0 $706K 0.01% +28K +231.0% $17.88 -13.4%
1467 CACC CREDIT ACCEPTANCE CORP Financial Services 1,666.0 $705K 0.01% -247.0 -12.9% $423.46 +30.6%
1468 BVN CIA DE MINAS BUENAVENTUR ADR Basic Materials 19,543.0 $704K 0.01% $36.04 -4.1%
1469 SLG SL GREEN REALTY CORP Real Estate 19,055.0 $704K 0.01% $36.94 +22.4%
1470 GTM ZOOMINFO TECHNOLOGIES INC Technology 117,547.0 $703K 0.01% $5.98 -45.7%
1471 ADEA ADEIA INC Technology 29,252.0 $703K 0.01% -2K -5.8% $24.03 +17.2%
1472 CAKE CHEESECAKE FACTORY INC/THE Consumer Cyclical 12,831.0 $702K 0.01% +679.0 +5.6% $54.75 +18.7%
1473 PFSI PENNYMAC FINANCIAL SERVICES Financial Services 8,033.0 $702K 0.01% $87.40 -0.6%
1474 SEI SOLARIS ENERGY INFRASTRUCTUR Energy 12,391.0 $700K 0.01% +1K +9.9% $56.51 +27.6%
1475 PHIN PHINIA INC Consumer Cyclical 10,216.0 $699K 0.01% $68.44 +13.8%
1476 CON CONCENTRA GROUP HOLDINGS PAR Healthcare 32,432.0 $696K 0.01% $21.45 +20.4%
1477 VCYT VERACYTE INC Healthcare 21,597.0 $696K 0.01% $32.21 +38.2%
1478 TOWN TOWNE BANK Financial Services 20,630.0 $695K 0.01% +1K +6.0% $33.67 +1.2%
1479 CPB THE CAMPBELL S COMPANY Consumer Defensive 31,172.0 $694K 0.01% $22.27 -7.3%
1480 VC VISTEON CORP Consumer Cyclical 7,599.0 $692K 0.01% $91.11 +29.0%
Page 74 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%