Police & Firemen's Retirement System of New Jersey 13F holdings
Police & Firemen's Retirement System of New Jersey reported 3,146 positions with a total reported value of $13.3B as of 2026-06-30, in its 13F for Q2 2026, filed 2026-07-23. Top holdings by reported value: NVDA NVIDIA CORP (5.3%), AAPL APPLE INC (4.7%), GOOGL ALPHABET INC CL A (4.2%), MSFT MICROSOFT CORP (3.1%), AMZN AMAZON.COM INC (2.6%). Against 2026-03-31 it opened 231 new positions and exited 176. Next 13F due by 2026-11-14, the legal deadline 45 days after the quarter ending 2026-09-30.
Email me when Police & Firemen's Retirement System of New Jersey files its 13F
A free account follows up to 10 funds. New 13F filings arrive in your daily or weekly digest. No password and no card.
Top holdings
25 largest of 3,146 positions · reported value as of 2026-06-30
| Holding | Shares | Reported value | % of portfolio |
|---|---|---|---|
| NVDA NVIDIA CORP | 3,498,946 | $700.1M | 5.3% |
| AAPL APPLE INC | 2,168,525 | $627.5M | 4.7% |
| GOOGL ALPHABET INC CL A | 1,587,105 | $564.3M | 4.2% |
| MSFT MICROSOFT CORP | 1,114,485 | $415.7M | 3.1% |
| AMZN AMAZON.COM INC | 1,455,085 | $346.8M | 2.6% |
| AVGO BROADCOM INC | 697,806 | $263.6M | 2.0% |
| MU MICRON TECHNOLOGY INC | 169,076 | $195.2M | 1.5% |
| META META PLATFORMS INC CLASS A | 329,700 | $185.7M | 1.4% |
| TSLA TESLA INC | 438,248 | $184.3M | 1.4% |
| LLY ELI LILLY CO | 119,752 | $143.6M | 1.1% |
| AMD ADVANCED MICRO DEVICES | 243,987 | $141.7M | 1.1% |
| BRK-B BERKSHIRE HATHAWAY INC CL B | 279,462 | $139.8M | 1.0% |
| JPM JPMORGAN CHASE CO | 401,188 | $131.3M | 1.0% |
| INTC INTEL CORP | 657,782 | $91.8M | 0.7% |
| JNJ JOHNSON JOHNSON | 361,537 | $91.8M | 0.7% |
| APPLIED MATERIALS INC | 118,911 | $86.0M | 0.6% |
| XOM EXXON MOBIL CORP | 625,020 | $85.5M | 0.6% |
| V VISA INC CLASS A SHARES | 247,782 | $85.0M | 0.6% |
| LRCX LAM RESEARCH CORP | 187,478 | $81.2M | 0.6% |
| WMT WALMART INC | 658,374 | $74.6M | 0.6% |
| CAT CATERPILLAR INC | 68,246 | $72.7M | 0.5% |
| CSCO CISCO SYSTEMS INC | 592,709 | $69.6M | 0.5% |
| ABBV ABBVIE INC | 265,220 | $66.7M | 0.5% |
| MA MASTERCARD INC A | 121,264 | $62.3M | 0.5% |
| COST COSTCO WHOLESALE CORP | 66,541 | $62.2M | 0.5% |
SEC FORM 13F · Q2 2026 · VALUES AS REPORTED, NOT PRICES
New positions this quarter
Held at 2026-06-30, not at 2026-03-31 · 231 in all · reported value as of 2026-06-30
| Holding | Shares | Reported value | % of portfolio |
|---|---|---|---|
| SPCX SPACE EXPLORATION TECHN CL A | 79,637 | $13.6M | 0.1% |
| HONA HONEYWELL AEROSPACE INC | 48,095 | $10.6M | <0.1% |
| IREN IREN LTD | 146,030 | $6.7M | <0.1% |
| ASND ASCENDIS PHARMA A/S | 22,496 | $6.0M | <0.1% |
| CRWV COREWEAVE INC CL A | 52,031 | $5.2M | <0.1% |
| FERROVIAL NV | 63,653 | $4.4M | <0.1% |
| GFL GFL ENVIRONMENTAL INC SUB VT | 116,208 | $4.3M | <0.1% |
| BMNR BITMINE IMMERSION TECHNOLOGI | 254,242 | $3.4M | <0.1% |
| FPS FORGENT POWER SOLUTIONS CL A | 57,732 | $3.2M | <0.1% |
| FROG JFROG LTD | 32,210 | $2.9M | <0.1% |
| FEDEX FREIGHT HOLDING CO | 16,179 | $2.4M | <0.1% |
| CHIME FINANCIAL INC CL A | 116,679 | $2.4M | <0.1% |
| GLXY GALAXY DIGITAL INC A | 84,394 | $2.3M | <0.1% |
| KEEL KEEL INFRASTRUCTURE CORP | 393,992 | $2.3M | <0.1% |
| OGC OCEANAGOLD CORP | 82,877 | $2.1M | <0.1% |
| FIG FIGMA INC CL A | 95,860 | $1.7M | <0.1% |
| ALMONTY INDUSTRIES INC | 98,091 | $1.6M | <0.1% |
| PEOPLE INC | 28,953 | $1.3M | <0.1% |
| AXTI AXT INC | 18,425 | $1.3M | <0.1% |
| OPEN OPENDOOR TECHNOLOGIES INC | 277,886 | $1.3M | <0.1% |
| TTAN SERVICETITAN INC A | 18,114 | $1.3M | <0.1% |
| ONDS ONDAS INC | 144,005 | $1.2M | <0.1% |
| ULS UL SOLUTIONS INC CLASS A | 11,353 | $1.2M | <0.1% |
| ISHARES CONVERTIBLE BOND ETF | 9,000 | $1.1M | <0.1% |
| HNGE HINGE HEALTH INC A | 12,321 | $1.0M | <0.1% |
Sold out
Held at 2026-03-31, gone by 2026-06-30 · 176 in all · reported value as of 2026-03-31
| Holding | Shares 2026-03-31 | Reported value | % of portfolio then |
|---|---|---|---|
| FERROVIAL SE | 66,388 | $4.2M | <0.1% |
| COTERRA ENERGY INC | 115,601 | $4.1M | <0.1% |
| MASIMO CORP | 19,484 | $3.5M | <0.1% |
| AIR LEASE CORP | 43,746 | $2.8M | <0.1% |
| SEALED AIR CORP | 62,315 | $2.6M | <0.1% |
| HOLOGIC INC | 33,927 | $2.6M | <0.1% |
| AMERICAN WATER CAPITAL C | 2,140,000 | $2.1M | <0.1% |
| APELLIS PHARMACEUTICALS INC | 46,009 | $1.9M | <0.1% |
| CLEARWATER ANALYTICS HDS A | 76,003 | $1.8M | <0.1% |
| TERNS PHARMACEUTICALS INC | 25,918 | $1.4M | <0.1% |
| ARCELLX INC | 10,445 | $1.2M | <0.1% |
| AMICUS THERAPEUTICS INC | 80,421 | $1.2M | <0.1% |
| IAC INC | 27,069 | $1.1M | <0.1% |
| TRI POINTE HOMES INC | 22,875 | $1.1M | <0.1% |
| TASEKO MINES LTD | 127,448 | $822.8K | <0.1% |
| CSG SYSTEMS INTL INC | 7,631 | $610.0K | <0.1% |
| GCI LIBERTY INC CL C | 13,905 | $517.4K | <0.1% |
| SELECT MEDICAL HOLDINGS CORP | 30,154 | $491.2K | <0.1% |
| DAY ONE BIOPHARMACEUTICALS I | 22,203 | $476.0K | <0.1% |
| THERMON GROUP HOLDINGS INC | 9,217 | $464.5K | <0.1% |
| SOLENO THERAPEUTICS INC | 13,714 | $459.1K | <0.1% |
| ASGN INC | 11,673 | $451.9K | <0.1% |
| LENDINGCLUB CORP | 31,448 | $450.3K | <0.1% |
| BITFARMS LTD/CANADA | 219,822 | $430.0K | <0.1% |
| VERIS RESIDENTIAL INC | 21,847 | $412.3K | <0.1% |
Biggest increases and decreases
Positions held at both quarter ends, by change in shares · reported value as of 2026-06-30
Increases
| Holding | Shares 2026-03-31 | Shares 2026-06-30 | Change | Reported value |
|---|---|---|---|---|
| KLAC KLA CORP | 20,258 | 196,376 | +869.4% | $59.2M |
| SO SOUTHERN CO | 170,041 | 4,929,617 | +2,799.1% | $21.0M |
| BKNG BOOKING HOLDINGS INC | 4,996 | 115,796 | +2,217.8% | $20.6M |
| MKSI MKS INC | 28,879 | 490,257 | +1,597.6% | $14.8M |
| FE FIRSTENERGY CORP | 84,436 | 4,760,698 | +5,538.2% | $9.1M |
| WDC WESTERN DIGITAL CORP | 52,243 | 70,620 | +35.2% | $32.7M |
| UBER UBER TECHNOLOGIES INC | 1,343,655 | 1,870,991 | +39.2% | $23.0M |
| CVNA CARVANA CO | 20,726 | 104,466 | +404.0% | $6.9M |
| STRL STERLING INFRASTRUCTURE INC | 8,116 | 13,586 | +67.4% | $11.4M |
| SUNB SUNBELT RENTALS HOLDINGS INC | 54,848 | 116,137 | +111.7% | $8.6M |
| DOC HEALTHPEAK PROPERTIES INC | 105,413 | 312,735 | +196.7% | $6.7M |
| UDR UDR INC | 49,989 | 146,487 | +193.0% | $5.8M |
Decreases
| Holding | Shares 2026-03-31 | Shares 2026-06-30 | Change | Reported value |
|---|---|---|---|---|
| SNDK SANDISK CORP | 61,220 | 21,845 | -64.3% | $49.7M |
| NVDA NVIDIA CORP | 3,603,846 | 3,498,946 | -2.9% | $700.1M |
| FIX COMFORT SYSTEMS USA INC | 14,894 | 5,248 | -64.8% | $10.4M |
| CIEN CIENA CORP | 60,182 | 21,216 | -64.7% | $10.4M |
| COHR COHERENT CORP | 74,611 | 26,453 | -64.5% | $10.4M |
| FLEX FLEX LTD | 158,170 | 54,852 | -65.3% | $8.9M |
| LITE LUMENTUM HOLDINGS INC | 29,993 | 10,591 | -64.7% | $9.1M |
| ALAB ASTERA LABS INC | 55,025 | 22,927 | -58.3% | $11.1M |
| AAPL APPLE INC | 2,218,227 | 2,168,525 | -2.2% | $627.5M |
| RKLB ROCKET LAB CORP | 209,022 | 80,413 | -61.5% | $8.2M |
| GOOGL ALPHABET INC CL A | 1,623,857 | 1,587,105 | -2.3% | $564.3M |
| HONEYWELL INTERNATIONAL INC | 97,820 | 48,096 | -50.8% | $10.8M |
CIK 2040686 · 13F FILINGS ON EDGAR · INFORMATIONAL ONLY
More 13F data
Source: U.S. Securities and Exchange Commission (EDGAR) and other official
government data · Updated 2026-10-12 ·
For informational purposes only, not investment advice.
Privacy · Terms