13F INSTITUTION · CIK 0002040686 · 2026-Q2 · filed Jul 23, 2026
PO
Police & Firemen's Retirement System Of New
POLICE & FIREMEN'S RETIREMENT SYSTEM OF NEW JERSEY
$13.3B
13F long value · 2026-Q2 Positions3202
CategoryAsset Manager
Quarters tracked7
● #413 of 556 by 13F long value
Size rank 3/10
2 NEW277 ADD74 2×+72 TRIM4 NEAR EXIT
Snapshot
Police & Firemen's Retirement System Of New's 13F portfolio at a glance — size, concentration and this quarter's activity.
13F long value
$13.3B
Positions
3202 (172 unmapped)
Top 100 long weight
54.4%
Quarters tracked
7
Latest 13F filed
Jul 23, 2026
New positions
2
Exits / near-exits
4
13F long value by quarter
Reported long equity value each quarter — fund flows plus market moves. Option notional is not included.
Top holdings — 2026-Q2
The fund's largest reported positions. The long positions shown cover 54.4% of the long value.
| Ticker | Issuer | Weight | Value | Shares | Since 2026-Q2 |
|---|---|---|---|---|---|
| NVDA NVIDIA CORP | NVIDIA CORP | 5.3% | $700.1M | 3.5M | +7.7% |
| AAPL Apple Inc. | Apple Inc. | 4.7% | $627.5M | 2.2M | +19.1% |
| MSFT MICROSOFT CORP | MICROSOFT CORP | 3.1% | $415.7M | 1.1M | +42.3% |
| AMZN AMAZON COM INC | AMAZON COM INC | 2.6% | $346.8M | 1.5M | +4.4% |
| GOOGL Alphabet Inc. | Alphabet Inc. | 2.3% | $312.7M | 875.0K | -10.5% |
| AVGO Broadcom Inc. | Broadcom Inc. | 2.0% | $263.6M | 697.8K | -12.4% |
| GOOG Alphabet Inc. | Alphabet Inc. | 1.9% | $251.6M | 712.1K | -10.2% |
| MU MICRON TECHNOLOGY INC | MICRON TECHNOLOGY INC | 1.5% | $195.2M | 169.1K | -24.0% |
| META Meta Platforms, Inc. | Meta Platforms, Inc. | 1.4% | $185.7M | 329.7K | +13.9% |
| TSLA Tesla, Inc. | Tesla, Inc. | 1.4% | $184.3M | 438.2K | -6.2% |
| LLY ELI LILLY & Co | ELI LILLY & Co | 1.1% | $143.6M | 119.8K | +6.2% |
| AMD ADVANCED MICRO DEVICES INC | ADVANCED MICRO DEVICES INC | 1.1% | $141.7M | 244.0K | -8.9% |
| BRK-B BERKSHIRE HATHAWAY INC | BERKSHIRE HATHAWAY INC | 1.0% | $139.8M | 279.5K | +8.4% |
| JPM JPMORGAN CHASE & CO | JPMORGAN CHASE & CO | 1.0% | $131.3M | 401.2K | +2.1% |
| INTC INTEL CORP | INTEL CORP | 0.7% | $91.8M | 657.8K | -35.0% |
Quarterly changes — 2026-Q2
What Police & Firemen's Retirement System Of New opened, added, trimmed and exited this quarter, largest dollar moves first.
Showing the largest 252 of 429 by dollar move (largest per type).
| Action | Ticker | Issuer | Prev shares | Curr shares | Change | Value Δ |
|---|---|---|---|---|---|---|
| NEW | SPCX NEW SPACE EXPLORATION TECHNOLOGIES CORP | SPACE EXPLORATION TECHNOLOGIES CORP | 0 | 79.6K | New | +$13.6M |
| TRIM | CIEN TRIM CIENA CORP | CIENA CORP | 60.2K | 21.2K | -64.7% | -$13.0M |
| TRIM | LITE TRIM Lumentum Holdings Inc. | Lumentum Holdings Inc. | 30.0K | 10.6K | -64.7% | -$12.0M |
| TRIM | HON TRIM HONEYWELL INTERNATIONAL INC | HONEYWELL INTERNATIONAL INC | 97.8K | 48.1K | -50.8% | -$11.3M |
| TRIM | INSM TRIM INSMED Inc | INSMED Inc | 89.6K | 31.8K | -64.5% | -$11.3M |
| TRIM | SNDK TRIM Sandisk Corp | Sandisk Corp | 61.2K | 21.8K | -64.3% | +$10.8M |
| NEW | HONA NEW Honeywell Aerospace Inc. | Honeywell Aerospace Inc. | 0 | 48.1K | New | +$10.6M |
| TRIM | FIX TRIM COMFORT SYSTEMS USA INC | COMFORT SYSTEMS USA INC | 14.9K | 5.2K | -64.8% | -$10.1M |
| TRIM | EME TRIM EMCOR Group, Inc. | EMCOR Group, Inc. | 18.8K | 6.7K | -64.6% | -$8.4M |
| ADD | STRL ADD STERLING INFRASTRUCTURE, INC. | STERLING INFRASTRUCTURE, INC. | 8.1K | 13.6K | +67.4% | +$8.1M |
Conviction over time
Portfolio weight of the current top long holdings, quarter by quarter — rising weight = growing conviction.