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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 89 of 157  ·  3,135 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1761 ALMS ALUMIS INC Healthcare 18,637.0 $411K 0.00% +3K +21.5% $22.03 +6.3%
1762 ECVT ECOVYST INC Basic Materials 31,922.0 $411K 0.00% $12.86 -0.3%
1763 LBRDA LIBERTY BROADBAND A Communication Services 8,171.0 $410K 0.00% $50.22 -41.2%
1764 ENVIRI CORP 20,910.0 $410K 0.00% $19.62
1765 BBAI BIGBEAR.AI HOLDINGS INC Technology 116,480.0 $410K 0.00% $3.52 +11.4%
1766 GBX GREENBRIER COMPANIES INC Industrials 7,785.0 $410K 0.00% $52.65 -5.6%
1767 GILAT SATELLITE NETWORKS LTD 27,639.0 $409K 0.00% NEW $14.79
1768 CLVT CLARIVATE PLC Technology 161,560.0 $409K 0.00% +15K +10.0% $2.53 -19.4%
1769 ARI APOLLO COMMERCIAL REAL ESTAT Real Estate 38,669.0 $408K 0.00% $10.56 +2.6%
1770 STOK STOKE THERAPEUTICS INC Healthcare 12,535.0 $408K 0.00% $32.56 -4.8%
1771 NNI NELNET INC CL A Financial Services 3,149.0 $406K 0.00% +300.0 +10.5% $128.96 +1.1%
1772 AIN ALBANY INTL CORP CL A Consumer Cyclical 7,776.0 $406K 0.00% $52.21 +36.1%
1773 WD WALKER DUNLOP INC Financial Services 9,131.0 $405K 0.00% $44.38 +14.9%
1774 DEI DOUGLAS EMMETT INC Real Estate 42,979.0 $405K 0.00% $9.42 +24.3%
1775 ECPG ENCORE CAPITAL GROUP INC Financial Services 5,761.0 $404K 0.00% -645.0 -10.1% $70.12 +18.4%
1776 MNDY MONDAY.COM LTD Technology 5,839.0 $404K 0.00% $69.11 +3.5%
1777 MQ MARQETA INC A Technology 98,841.0 $403K 0.00% $4.08 -4.9%
1778 UFPT UFP TECHNOLOGIES INC Healthcare 2,080.0 $403K 0.00% $193.60 +23.6%
1779 DHC DIVERSIFIED HEALTHCARE TRUST Real Estate 60,630.0 $403K 0.00% $6.64 +33.4%
1780 NESR NATIONAL ENERGY SERVICES REU Energy 18,746.0 $402K 0.00% +2K +10.2% $21.47 +14.3%
Page 89 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%