Police & Firemen's Retirement System of New Jersey
TRENTON, NJ
$13.3bn in 3,202 US stocks at the end of 30 June 2026. The top 10 are 26.1% of the money. It changed about 10.5% of the portfolio this quarter.
Value
$13.3bn
Stocks
3,202
Top 10 share
26.1%
Turnover
10.5%
What changed this quarter
New
Bought for the first time this quarter.
- Space Exploration TechnologiesSPCX0.1% of the fund
- Honeywell InternationalHON<0.1% of the fund
- Honeywell AerospaceHONA<0.1% of the fund
- IrenIREN<0.1% of the fund
- Ascendis Pharma A/SASND<0.1% of the fund
- CarnivalCCL<0.1% of the fund
- CoreWeaveCRWV<0.1% of the fund
- Southern Company<0.1% of the fund
- Sunbelt Rentals HoldingsSUNB<0.1% of the fund
- GFL EnvironmentalGFL<0.1% of the fund
- Firstenergy<0.1% of the fund
- Bitmine Immersion TechnologiesBMNR<0.1% of the fund
- Forgent Power SolutionsFPS<0.1% of the fund
- JFrogFROG<0.1% of the fund
- DuPont de NemoursDD<0.1% of the fund
- FedEx Freight Holding CompanyFDXF<0.1% of the fund
- Chime FinancialCHYM<0.1% of the fund
- Galaxy DigitalGLXY<0.1% of the fund
- Oceanagold<0.1% of the fund
- FigmaFIG<0.1% of the fund
- Almonty IndustriesALM<0.1% of the fund
- Thomson Reuters<0.1% of the fund
- MKS<0.1% of the fund
- AXTAXTI<0.1% of the fund
- Meritage Homes<0.1% of the fund
Added
Bought more of a stock they already held.
- UBS Group AG REG0.2% of the fund+3%
- Totalenergies SE0.2% of the fund+2%
- Shopify INC Class A0.1% of the fund+3%
- Enbridge0.1% of the fund+3%
- Bank of Nova Scotia0.1% of the fund+3%
- CAN Imperial BK of Commerce0.1% of the fund+2%
- MKSMKSI0.1% of the fund+5%
- Carpenter TechnologyCRS0.1% of the fund+7%
- DatadogDDOG<0.1% of the fund+3%
- nVent ElectricNVT<0.1% of the fund+7%
- ATIATI<0.1% of the fund+6%
- MACOM Technology Solutions HoldingsMTSI<0.1% of the fund+7%
- WoodwardWWD<0.1% of the fund+5%
- Sterling InfrastructureSTRL<0.1% of the fund+67%
- Canadian Natural Resources<0.1% of the fund+3%
- F5FFIV<0.1% of the fund+6%
- Agnico Eagle Mines<0.1% of the fund+4%
- Affirm HoldingsAFRM<0.1% of the fund+9%
- NisourceNI<0.1% of the fund+7%
- SoFi TechnologiesSOFI<0.1% of the fund+9%
- US Foods HoldingUSFD<0.1% of the fund+3%
- C. H. Robinson WorldwideCHRW<0.1% of the fund+6%
- Packaging Corp of AmericaPKG<0.1% of the fund+4%
- Lattice SemiconductorLSCC<0.1% of the fund+5%
- TC Energy<0.1% of the fund+3%
Cut
Sold some of their stake.
- NvidiaNVDA5.3% of the fund-3%
- AppleAAPL4.7% of the fund-2%
- MicrosoftMSFT3.1% of the fund-2%
- AlphabetGOOGL2.3% of the fund-2%
- AlphabetGOOG1.9% of the fund-2%
- Eli LillyLLY1.1% of the fund-3%
- JPMorgan ChaseJPM1.0% of the fund-4%
- IntelINTC0.7% of the fund-3%
- Johnson & JohnsonJNJ0.7% of the fund-3%
- Applied MaterialsAMAT0.6% of the fund-3%
- ExxonMobil HoldingsXOM0.6% of the fund-4%
- VisaV0.6% of the fund-4%
- Lam ResearchLRCX0.6% of the fund-3%
- CaterpillarCAT0.5% of the fund-4%
- Cisco SystemsCSCO0.5% of the fund-3%
- AbbVieABBV0.5% of the fund-3%
- MastercardMA0.5% of the fund-2%
- Costco WholesaleCOST0.5% of the fund-3%
- KLAKLAC0.4% of the fund-3%
- General ElectricGE0.4% of the fund-3%
- UnitedHealth GroupUNH0.4% of the fund-3%
- Home DepotHD0.4% of the fund-2%
- Procter & GamblePG0.4% of the fund-3%
- SandiskSNDK0.4% of the fund-64%
- MerckMRK0.4% of the fund-3%
Sold out
Sold their entire stake.
- Honeywell InternationalHON-100%
- Carnival-100%
- Coterra EnergyCTRA-100%
- Masimo-100%
- DuPont de NemoursDD-100%
- Air Lease-100%
- Sealed Air Corp New-100%
- Hologic-100%
- American WTR CAP-100%
- Thomson Reuters-100%
- Apellis Pharmaceuticals-100%
- Clearwater Analytics Hldgs I-100%
- Terns Pharmaceuticals-100%
- Arcellx-100%
- Amicus Therapeutics-100%
- TRI Pointe Homes-100%
- Seabridge Gold-100%
- Taseko Mines-100%
- CSG SYS Intl-100%
- Clearway EnergyCWEN-100%
- Select MED Hldgs-100%
- DAY One Biopharmaceuticals I-100%
- Thermon Group Hldgs-100%
- Soleno Therapeutics-100%
- Bitfarms Ltd/canada-100%
Holdings
- Royal Bank of Canada
- Share
- 0.3%
- Value
- $39m
- Shares
- 187,613
Held
- Astrazeneca
- Share
- 0.3%
- Value
- $38m
- Shares
- 202,983
Held
- Toronto Dominion Bank
- Share
- 0.2%
- Value
- $27m
- Shares
- 222,307
Held
- UBS Group AG REG
- Share
- 0.2%
- Value
- $21m
- Shares
- 426,112
+3%
- Totalenergies SE
- Share
- 0.2%
- Value
- $21m
- Shares
- 264,982
+2%
- Shopify INC Class A
- Share
- 0.1%
- Value
- $19m
- Shares
- 164,570
+3%
| Company | Share of fund | Value | Shares | Change |
|---|---|---|---|---|
| NvidiaNVDA | 5.3% | $700m | 3,498,946 | -3% |
| AppleAAPL | 4.7% | $627m | 2,168,525 | -2% |
| MicrosoftMSFT | 3.1% | $416m | 1,114,485 | -2% |
| Amazon.comAMZN | 2.6% | $347m | 1,455,085 | Held |
| AlphabetGOOGL | 2.3% | $313m | 874,976 | -2% |
| BroadcomAVGO | 2.0% | $264m | 697,806 | Held |
| AlphabetGOOG | 1.9% | $252m | 712,129 | -2% |
| Micron TechnologyMU | 1.5% | $195m | 169,076 | Held |
| Meta PlatformsMETA | 1.4% | $186m | 329,700 | Held |
| TeslaTSLA | 1.4% | $184m | 438,248 | Held |
| Eli LillyLLY | 1.1% | $144m | 119,752 | -3% |
| Advanced Micro DevicesAMD | 1.1% | $142m | 243,987 | Held |
| Berkshire HathawayBRK-B | 1.0% | $140m | 279,462 | Held |
| JPMorgan ChaseJPM | 1.0% | $131m | 401,188 | -4% |
| IntelINTC | 0.7% | $92m | 657,782 | -3% |
| Johnson & JohnsonJNJ | 0.7% | $92m | 361,537 | -3% |
| Applied MaterialsAMAT | 0.6% | $86m | 118,911 | -3% |
| ExxonMobil HoldingsXOM | 0.6% | $85m | 625,020 | -4% |
| VisaV | 0.6% | $85m | 247,782 | -4% |
| Lam ResearchLRCX | 0.6% | $81m | 187,478 | -3% |
| WalmartWMT | 0.6% | $75m | 658,374 | Held |
| CaterpillarCAT | 0.5% | $73m | 68,246 | -4% |
| Cisco SystemsCSCO | 0.5% | $70m | 592,709 | -3% |
| AbbVieABBV | 0.5% | $67m | 265,220 | -3% |
| MastercardMA | 0.5% | $62m | 121,264 | -2% |
| Costco WholesaleCOST | 0.5% | $62m | 66,541 | -3% |
| KLAKLAC | 0.4% | $59m | 196,376 | -3% |
| General ElectricGE | 0.4% | $58m | 155,030 | -3% |
| Bank of AmericaBAC | 0.4% | $57m | 992,640 | Held |
| UnitedHealth GroupUNH | 0.4% | $56m | 135,500 | -3% |
| Home DepotHD | 0.4% | $53m | 149,766 | -2% |
| Procter & GamblePG | 0.4% | $51m | 349,941 | -3% |
| SandiskSNDK | 0.4% | $50m | 21,845 | -64% |
| MerckMRK | 0.4% | $48m | 370,904 | -3% |
| Coca-ColaKO | 0.4% | $47m | 584,238 | -2% |
| GE VernovaGEV | 0.4% | $47m | 40,291 | -3% |
| ChevronCVX | 0.3% | $46m | 278,136 | -4% |
| NetflixNFLX | 0.3% | $45m | 629,624 | -4% |
| Goldman Sachs GroupGS | 0.3% | $44m | 43,386 | -4% |
| Philip Morris InternationalPM | 0.3% | $42m | 233,511 | -3% |
| Palo Alto NetworksPANW | 0.3% | $41m | 120,848 | Held |
| Texas InstrumentsTXN | 0.3% | $41m | 136,582 | -3% |
| International Business MachinesIBM | 0.3% | $40m | 140,889 | Held |
| Marvell TechnologyMRVL | 0.3% | $39m | 131,069 | Held |
| Royal Bank of Canada | 0.3% | $39m | 187,613 | Held |
| Palantir TechnologiesPLTR | 0.3% | $39m | 332,801 | Held |
| RTXRTX | 0.3% | $38m | 202,133 | Held |
| Wells Fargo & CompanyWFC | 0.3% | $38m | 460,060 | -3% |
| Astrazeneca | 0.3% | $38m | 202,983 | Held |
| OracleORCL | 0.3% | $38m | 256,816 | Held |
| LindeLIN | 0.3% | $36m | 69,283 | -4% |
| CitigroupC | 0.3% | $36m | 255,377 | -4% |
| Morgan StanleyMS | 0.3% | $35m | 169,210 | -3% |
| AmphenolAPH | 0.2% | $32m | 184,294 | Held |
| Western DigitalWDC | 0.2% | $32m | 50,620 | -3% |
| CorningGLW | 0.2% | $30m | 118,823 | Held |
| AmgenAMGN | 0.2% | $29m | 80,871 | -2% |
| QualcommQCOM | 0.2% | $29m | 157,964 | -4% |
| Analog DevicesADI | 0.2% | $29m | 73,093 | -3% |
| McDonald'sMCD | 0.2% | $29m | 106,681 | -3% |
| CrowdStrike HoldingsCRWD | 0.2% | $29m | 37,623 | Held |
| Thermo Fisher ScientificTMO | 0.2% | $28m | 55,626 | -5% |
| PepsiCoPEP | 0.2% | $28m | 204,417 | -3% |
| NextEra EnergyNEE | 0.2% | $27m | 312,537 | -3% |
| Toronto Dominion Bank | 0.2% | $27m | 222,307 | Held |
| American ExpressAXP | 0.2% | $27m | 79,537 | -5% |
| Verizon CommunicationsVZ | 0.2% | $27m | 627,074 | -3% |
| Arista NetworksANET | 0.2% | $27m | 156,109 | Held |
| Walt DisneyDIS | 0.2% | $26m | 266,503 | -3% |
| TJX CompaniesTJX | 0.2% | $25m | 166,354 | -3% |
| EatonETN | 0.2% | $25m | 58,194 | -3% |
| BoeingBA | 0.2% | $25m | 114,162 | Held |
| Union PacificUNP | 0.2% | $24m | 88,773 | -3% |
| WelltowerWELL | 0.2% | $24m | 105,804 | Held |
| Abbott LaboratoriesABT | 0.2% | $24m | 260,519 | -2% |
| Gilead SciencesGILD | 0.2% | $23m | 186,000 | -3% |
| DeereDE | 0.2% | $23m | 36,955 | Held |
| Charles SchwabSCHW | 0.2% | $23m | 244,772 | -5% |
| BlackRockBLK | 0.2% | $22m | 22,868 | -2% |
| UBS Group AG REG | 0.2% | $21m | 426,112 | +3% |
| Uber TechnologiesUBER | 0.2% | $21m | 292,991 | -5% |
| AT&TT | 0.2% | $21m | 1,018,528 | -4% |
| Intuitive SurgicalISRG | 0.2% | $21m | 52,673 | -3% |
| Booking HoldingsBKNG | 0.2% | $21m | 115,796 | -7% |
| Totalenergies SE | 0.2% | $21m | 264,982 | +2% |
| PfizerPFE | 0.2% | $21m | 851,894 | -3% |
| Spotify TechnologySPOT | 0.1% | $20m | 43,370 | Held |
| CVS HealthCVS | 0.1% | $20m | 192,158 | Held |
| Dell TechnologiesDELL | 0.1% | $19m | 45,072 | -6% |
| Vertiv HoldingsVRT | 0.1% | $19m | 57,517 | Held |
| ProgressivePGR | 0.1% | $19m | 88,074 | -2% |
| ConocoPhillipsCOP | 0.1% | $19m | 182,931 | -4% |
| PrologisPLD | 0.1% | $19m | 139,733 | Held |
| Vertex PharmaceuticalsVRTX | 0.1% | $19m | 37,982 | -3% |
| Capital One FinancialCOF | 0.1% | $19m | 93,835 | Held |
| Shopify INC Class A | 0.1% | $19m | 164,570 | +3% |
| SalesforceCRM | 0.1% | $19m | 118,678 | -15% |
| AppLovinAPP | 0.1% | $19m | 35,980 | Held |
| Parker-HannifinPH | 0.1% | $18m | 18,907 | -3% |
| Lowe's CompaniesLOW | 0.1% | $18m | 83,803 | -3% |
Showing the largest 100 of 3,202.
Over time and by industry
Value over time
Jun '25
Dec '25
Jun '26
Value is up 23.9% since 30 June 2025.
Where the money is
Technology31.1%
Financial services12.3%
Industrials11.0%
Health care9.5%
Retail & consumer9.1%
Media & telecom7.8%
Everyday goods4.0%
Energy2.9%
Real estate2.8%
Materials2.6%
Utilities2.3%
Other4.6%
From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.