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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 86 of 157  ·  3,135 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1701 DAC DANAOS CORP Industrials 4,072.0 $459K 0.00% $112.64 +11.8%
1702 SGHC SUPER GROUP SGHC LTD Consumer Cyclical 42,469.0 $459K 0.00% $10.80 +23.3%
1703 HCI HCI GROUP INC Financial Services 2,961.0 $458K 0.00% +224.0 +8.2% $154.61 +5.8%
1704 GTY GETTY REALTY CORP Real Estate 14,357.0 $457K 0.00% $31.80 +2.8%
1705 RAMP LIVERAMP HOLDINGS INC Technology 17,141.0 $455K 0.00% $26.52 +42.3%
1706 WOR WORTHINGTON ENTERPRISES INC Industrials 8,714.0 $454K 0.00% $52.14 +15.8%
1707 INVA INNOVIVA INC Healthcare 19,499.0 $454K 0.00% +2K +11.7% $23.30 -3.5%
1708 PTON PELOTON INTERACTIVE INC A Consumer Cyclical 105,789.0 $454K 0.00% $4.29 +34.5%
1709 ZD ZIFF DAVIS INC Communication Services 10,791.0 $453K 0.00% $41.96 +9.7%
1710 ASGN ASGN INC Technology 11,673.0 $452K 0.00% +896.0 +8.3% $38.71 -45.9%
1711 ADUS ADDUS HOMECARE CORP Healthcare 4,814.0 $451K 0.00% $93.65 +0.6%
1712 LC LENDINGCLUB CORP Financial Services 31,448.0 $450K 0.00% $14.32 +34.1%
1713 TPB TURNING POINT BRANDS INC Consumer Defensive 5,181.0 $450K 0.00% +441.0 +9.3% $86.79 -5.5%
1714 SIX FLAGS ENTERTAINMENT CORP 25,198.0 $447K 0.00% -2K -9.0% $17.75
1715 JKS JINKOSOLAR HOLDING CO ADR Energy 17,562.0 $446K 0.00% +497.0 +2.9% $25.41 -23.6%
1716 SHO SUNSTONE HOTEL INVESTORS INC Real Estate 49,440.0 $445K 0.00% $9.01 +32.2%
1717 VCEL VERICEL CORP Healthcare 13,846.0 $445K 0.00% $32.17 +24.7%
1718 OI O I GLASS INC Consumer Cyclical 42,324.0 $445K 0.00% $10.51 -12.2%
1719 ADNT ADIENT PLC Consumer Cyclical 22,001.0 $445K 0.00% $20.21 +2.7%
1720 STBA S T BANCORP INC Financial Services 10,572.0 $442K 0.00% $41.83 +12.0%
Page 86 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%