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Police & Firemen's Retirement System of New Jersey

Form 13F · CIK 2040686. Holdings on 30 Jun 2026, as filed with the SEC on 23 Jul 2026, each set beside the March 2026 quarter. The 13F on the SEC's site.

Police & Firemen's Retirement System of New Jersey reported 3,202 positions worth $13.3B for the June 2026 quarter, on a Form 13F filed 23 Jul 2026; the largest holding was NVIDIA Corp., at 5.3% of the fund.

What it bought and sold

The largest moves since the March 2026 quarter, by the dollars that moved: 238 opened, 1,524 added, 588 trimmed, 171 sold out.

New position: 238

CompanyValueChange in shares
Space Exploration Technologies Corp. (SPCX)$13.6M+79,637
Honeywell Aerospace Inc. (HONA)$10.6M+48,095
Iren Ltd. (IREN)$6.7M+146,030
Ascendis Pharma A/s (ASND)$6.0M+22,496
CoreWeave, Inc. (CRWV)$5.2M+52,031
Southern Co.$4.8M+4,760,000
Sunbelt Rentals Holdings, Inc. (SUNB)$4.6M+61,289
GFL Environmental Inc. (GFL)$4.3M+116,208
Firstenergy Corp. CVT$4.0M+3,618,000
Bitmine Immersion Tecnologie (BMNR)$3.4M+254,242

Added: 1,524

CompanyValueChange in shares
Marvell Technology, Inc. (MRVL)$39.0M+822
Tesla, Inc. (TSLA)$184.3M+3,735
Royal Bank of Canada$38.8M+3,628
Sterling Infrastructure, Inc. (STRL)$11.4M+5,470
Datadog, Inc. (DDOG)$12.8M+1,310
MKS Inc. (MKSI)$13.5M+1,378
IonQ, Inc. (IONQ)$8.8M+71,355
TTM Technologies Inc. (TTMI)$8.6M+18,407
Guardant Health, Inc. (GH)$8.6M+24,036
Carpenter Technology Corp. (CRS)$13.4M+1,401

Trimmed: 588

CompanyValueChange in shares
Micron Technology Inc. (MU)$195.2M-2,835
Advanced Micro Devices Inc. (AMD)$141.7M-3,839
NVIDIA Corp. (NVDA)$700.1M-104,900
Apple Inc. (AAPL)$627.5M-49,702
Intel Corp. (INTC)$91.8M-21,898
Alphabet Inc. (GOOGL)$312.7M-19,143
Applied Materials Inc. (AMAT)$86.0M-3,139
Broadcom Inc. (AVGO)$263.6M-13,342
Alphabet Inc. (GOOG)$251.6M-17,609
Lam Research Corp. (LRCX)$81.2M-5,644

Sold out: 171

CompanyValue a quarter beforeChange in shares
Coterra Energy Inc. (CTRA)$4.1M-115,601
Masimo Corp. (MASI)$3.5M-19,484
Air Lease Corp. (AL)$2.8M-43,746
Sealed Air Corp. New (SEE)$2.6M-62,315
Hologic Inc. (HOLX)$2.6M-33,927
American Water Capital Corp.$2.1M-2,140,000
Thomson Reuters Corp.$1.9M-21,191
Apellis Pharmaceuticals Inc. (APLS)$1.9M-46,009
Clearwater Analytics Hldgs I (CWAN)$1.8M-76,003
Terns Pharmaceuticals Inc. (TERN)$1.4M-25,918

Largest holdings

The 100 largest of 3,202, by value.

CompanyValueOf the fundSharesChange in sharesMove
NVIDIA Corp. (NVDA)$700.1M5.25%3,498,946-104,900Trimmed
Apple Inc. (AAPL)$627.5M4.71%2,168,525-49,702Trimmed
Microsoft Corp. (MSFT)$415.7M3.12%1,114,485-27,558Trimmed
Amazon.com Inc. (AMZN)$346.8M2.60%1,455,085-21,897Trimmed
Alphabet Inc. (GOOGL)$312.7M2.35%874,976-19,143Trimmed
Broadcom Inc. (AVGO)$263.6M1.98%697,806-13,342Trimmed
Alphabet Inc. (GOOG)$251.6M1.89%712,129-17,609Trimmed
Micron Technology Inc. (MU)$195.2M1.46%169,076-2,835Trimmed
Meta Platforms, Inc. (META)$185.7M1.39%329,700-6,506Trimmed
Tesla, Inc. (TSLA)$184.3M1.38%438,248+3,735Added
Eli Lilly & Co. (LLY)$143.6M1.08%119,752-3,641Trimmed
Advanced Micro Devices Inc. (AMD)$141.7M1.06%243,987-3,839Trimmed
Berkshire Hathaway Inc. Class B (BRKB)$139.8M1.05%279,462-4,660Trimmed
JPMorgan Chase & Co. (JPM)$131.3M0.98%401,188-16,515Trimmed
Intel Corp. (INTC)$91.8M0.69%657,782-21,898Trimmed
Johnson & Johnson (JNJ)$91.8M0.69%361,537-9,270Trimmed
Applied Materials Inc. (AMAT)$86.0M0.65%118,911-3,139Trimmed
ExxonMobil Holdings Corp. (XOM)$85.5M0.64%625,020-25,611Trimmed
Visa Inc. (V)$85.0M0.64%247,782-11,580Trimmed
Lam Research Corp. (LRCX)$81.2M0.61%187,478-5,644Trimmed
Walmart Inc. (WMT)$74.6M0.56%658,374-12,015Trimmed
Caterpillar Inc. (CAT)$72.7M0.55%68,246-3,032Trimmed
Cisco Systems, Inc. (CSCO)$69.6M0.52%592,709-19,791Trimmed
AbbVie Inc. (ABBV)$66.7M0.50%265,220-7,548Trimmed
Mastercard Inc. (MA)$62.3M0.47%121,264-2,506Trimmed
Costco Wholesale Corp. (COST)$62.2M0.47%66,541-1,723Trimmed
KLA Corp. (KLAC)$59.2M0.44%196,376-6,204Trimmed
General Electric Co. (GE)$57.9M0.43%155,030-5,125Trimmed
Bank of America Corp. (BAC)$56.6M0.42%992,640-16,715Trimmed
UnitedHealth Group Inc. (UNH)$56.3M0.42%135,500-4,611Trimmed
Home Depot, Inc. (HD)$52.8M0.40%149,766-3,682Trimmed
Procter & Gamble Co. (PG)$51.3M0.39%349,941-12,026Trimmed
Sandisk Corp. (SNDK)$49.7M0.37%21,845-39,375Trimmed
Merck & Co., Inc. (MRK)$47.7M0.36%370,904-11,732Trimmed
Coca-Cola Co. (KO)$47.5M0.36%584,238-13,999Trimmed
GE Vernova Inc. (GEV)$47.3M0.35%40,291-1,237Trimmed
Chevron Corp. (CVX)$46.1M0.35%278,136-10,285Trimmed
Netflix Inc. (NFLX)$45.0M0.34%629,624-23,175Trimmed
Goldman Sachs Group Inc. (GS)$43.9M0.33%43,386-1,919Trimmed
Philip Morris International Inc. (PM)$42.2M0.32%233,511-6,437Trimmed
Palo Alto Networks Inc. (PANW)$41.2M0.31%120,848-2,274Trimmed
Texas Instruments Inc. (TXN)$40.7M0.30%136,582-3,721Trimmed
International Business Machines Corp. (IBM)$39.6M0.30%140,889-2,456Trimmed
Marvell Technology, Inc. (MRVL)$39.0M0.29%131,069+822Added
Royal Bank of Canada$38.8M0.29%187,613+3,628Added
Palantir Technologies Inc. (PLTR)$38.8M0.29%332,801-4,025Trimmed
RTX Corp. (RTX)$38.4M0.29%202,133-3,985Trimmed
Wells Fargo & Company (WFC)$38.0M0.28%460,060-16,222Trimmed
Astrazeneca PLC$38.0M0.28%202,983+307Added
Oracle Corp. (ORCL)$37.6M0.28%256,816-2,329Trimmed
Linde plc (LIN)$36.0M0.27%69,283-2,858Trimmed
Citigroup Inc. (C)$35.7M0.27%255,377-11,657Trimmed
Morgan Stanley (MS)$35.4M0.27%169,210-5,751Trimmed
Amphenol Corp. (APH)$32.5M0.24%184,294-3,670Trimmed
Western Digital Corp. (WDC)$32.3M0.24%50,620-1,623Trimmed
Corning Inc. (GLW)$30.4M0.23%118,823-1,452Trimmed
Amgen Inc. (AMGN)$29.3M0.22%80,871-2,014Trimmed
Qualcomm Inc. (QCOM)$29.2M0.22%157,964-6,625Trimmed
Analog Devices Inc. (ADI)$29.0M0.22%73,093-2,141Trimmed
McDonald's Corp. (MCD)$28.8M0.22%106,681-3,432Trimmed
CrowdStrike Holdings, Inc. (CRWD)$28.7M0.21%37,623-346Trimmed
Thermo Fisher Scientific Inc. (TMO)$27.9M0.21%55,626-2,630Trimmed
PepsiCo Inc. (PEP)$27.7M0.21%204,417-6,653Trimmed
NextEra Energy Inc. (NEE)$27.4M0.21%312,537-8,809Trimmed
Toronto Dominion Bank$27.0M0.20%222,307-33Held
American Express Co. (AXP)$26.9M0.20%79,537-3,752Trimmed
Verizon Communications Inc. (VZ)$26.6M0.20%627,074-22,648Trimmed
Arista Networks, Inc. (ANET)$26.5M0.20%156,109-2,645Trimmed
Walt Disney Co. (DIS)$25.7M0.19%266,503-6,928Trimmed
TJX Companies Inc. (TJX)$25.2M0.19%166,354-5,958Trimmed
Eaton Corp. plc (ETN)$24.8M0.19%58,194-2,104Trimmed
Boeing Co. (BA)$24.7M0.18%114,162-2,181Trimmed
Union Pacific Corp. (UNP)$24.1M0.18%88,773-3,141Trimmed
Welltower Inc. (WELL)$24.0M0.18%105,804-162Trimmed
Abbott Laboratories (ABT)$23.6M0.18%260,519-6,656Trimmed
Gilead Sciences, Inc. (GILD)$23.5M0.18%186,000-5,605Trimmed
Deere & Co. (DE)$23.4M0.18%36,955-655Trimmed
Charles Schwab Corp. (SCHW)$22.6M0.17%244,772-12,521Trimmed
BlackRock, Inc. (BLK)$22.0M0.17%22,868-524Trimmed
UBS Group AG Reg$21.2M0.16%426,112+11,238Added
Uber Technologies, Inc. (UBER)$21.1M0.16%292,991-16,664Trimmed
AT&T Inc. (T)$21.1M0.16%1,018,528-46,756Trimmed
Intuitive Surgical Inc. (ISRG)$20.9M0.16%52,673-1,732Trimmed
Booking Holdings Inc. (BKNG)$20.6M0.15%115,796-9,104Trimmed
Totalenergies SE$20.6M0.15%264,982+5,758Added
Pfizer Inc. (PFE)$20.5M0.15%851,894-23,032Trimmed
Spotify Technology S.A. (SPOT)$19.9M0.15%43,370-661Trimmed
CVS Health Corp. (CVS)$19.9M0.15%192,158-605Trimmed
Dell Technologies Inc. (DELL)$19.4M0.15%45,072-2,709Trimmed
Vertiv Holdings Co. (VRT)$19.3M0.14%57,517-1,071Trimmed
Progressive Corp. (PGR)$19.2M0.14%88,074-2,237Trimmed
ConocoPhillips (COP)$19.0M0.14%182,931-7,874Trimmed
Prologis, Inc. (PLD)$18.9M0.14%139,733-2,828Trimmed
Vertex Pharmaceuticals Inc. (VRTX)$18.9M0.14%37,982-1,079Trimmed
Capital One Financial Corp. (COF)$18.8M0.14%93,835-896Trimmed
Shopify Inc. Class A$18.8M0.14%164,570+5,069Added
Salesforce, Inc. (CRM)$18.6M0.14%118,678-21,688Trimmed
AppLovin Corp. (APP)$18.5M0.14%35,980-697Trimmed
Parker-Hannifin Corp. (PH)$18.5M0.14%18,907-599Trimmed
Lowe's Companies Inc. (LOW)$18.5M0.14%83,803-2,369Trimmed

Every quarter it filed

What the fund reported and how many positions it held, each quarter since September 2024.

QuarterReported valuePositions
June 2026 quarter$13.3B3,202
March 2026 quarter$11.7B3,135
December 2025 quarter$12.0B3,156
September 2025 quarter$12.4B3,166
June 2025 quarter$10.8B3,147
March 2025 quarter$9.9B3,071
December 2024 quarter$10.3B3,016
Every 13F fund · Fund holdings data