Police & Firemen's Retirement System of New Jersey

In its 13F for Q2 2026 (holdings as of June 30, 2026, filed July 23, 2026), Police & Firemen's Retirement System of New Jersey reported 3,202 stock positions worth $13.3 billion. Its top holding was Nvidia (NVDA) at 5.3% of the portfolio, followed by Apple (AAPL, 4.7%) and Microsoft (MSFT, 3.1%). Compared with Q1 2026, it opened 235 new positions, sold out of 170, added to 1,524 and reduced 593. The biggest buy was Marvell Technology (MRVL, shares +1%) and the biggest sale Microsoft (MSFT, shares −2%).

Most Recent 13F
Q2 2026
Location
TRENTON, NJ
CIK
0002040686
Portfolio Value
$13.3B (Q2 2026)
SEC Filing
0002040686-26-000003 ↗ filed Jul 23, 2026

Holdings Value

0$5.0B$10.0B$15.0B Q4 2024: $10.3B Q4 2024 Q1 2025: $9.9B Q1 2025 Q2 2025: $10.8B Q2 2025 Q3 2025: $12.4B Q3 2025 Q4 2025: $12.0B Q4 2025 Q1 2026: $11.7B Q1 2026 Q2 2026: $13.3B $13.3B Q2 2026

Holdings 3,202 stocks · $13.3B
NVDA Nvidia Corp. 5.25% 3,498,946 $700.1M Reduce -2.9%
AAPL Apple Inc. 4.71% 2,168,525 $627.5M Reduce -2.2%
MSFT Microsoft Corp. 3.12% 1,114,485 $415.7M Reduce -2.4%
AMZN Amazon.com Inc. 2.60% 1,455,085 $346.8M Reduce -1.5%
GOOGL Alphabet Inc. Class A 2.35% 874,976 $312.7M Reduce -2.1%
AVGO Broadcom Inc. 1.98% 697,806 $263.6M Reduce -1.9%
GOOG Alphabet Inc. Class C 1.89% 712,129 $251.6M Reduce -2.4%
MU Micron Technology Inc. 1.46% 169,076 $195.2M Reduce -1.6%
META Meta Platforms Inc. Class A 1.39% 329,700 $185.7M Reduce -1.9%
TSLA Tesla Inc. 1.38% 438,248 $184.3M Add +0.9%
LLY Eli Lilly & Co. 1.08% 119,752 $143.6M Reduce -3.0%
AMD Advanced Micro Devices 1.06% 243,987 $141.7M Reduce -1.6%
BRK.B Berkshire Hathaway Inc. Class B 1.05% 279,462 $139.8M Reduce -1.6%
JPM JPMorgan Chase & Co. 0.98% 401,188 $131.3M Reduce -4.0%
INTC Intel Corp. 0.69% 657,782 $91.8M Reduce -3.2%
JNJ Johnson & Johnson 0.69% 361,537 $91.8M Reduce -2.5%
AMAT Applied Materials Inc. 0.64% 118,911 $86.0M Reduce -2.6%
XOM Exxon Mobil Corp. 0.64% 625,020 $85.5M Reduce -3.9%
V Visa Inc. Class A 0.64% 247,782 $85.0M Reduce -4.5%
LRCX Lam Research Corp. 0.61% 187,478 $81.2M Reduce -2.9%
WMT Walmart Inc. 0.56% 658,374 $74.6M Reduce -1.8%
CAT Caterpillar Inc. 0.55% 68,246 $72.7M Reduce -4.3%
CSCO Cisco Systems Inc. 0.52% 592,709 $69.6M Reduce -3.2%
ABBV Abbvie Inc. 0.50% 265,220 $66.7M Reduce -2.8%
MA Mastercard Inc. Class A 0.47% 121,264 $62.3M Reduce -2.0%
COST Costco Wholesale Corp. 0.47% 66,541 $62.2M Reduce -2.5%
KLAC KLA Corp. 0.44% 196,376 $59.2M Reduce -3.1%
GE General Electric filed as GE AEROSPACE 0.43% 155,030 $57.9M Reduce -3.2%
BAC Bank of America Corp. 0.42% 992,640 $56.6M Reduce -1.7%
UNH Unitedhealth Group Inc. 0.42% 135,500 $56.3M Reduce -3.3%
HD Home Depot Inc. 0.40% 149,766 $52.8M Reduce -2.4%
PG The Procter & Gamble Co. 0.38% 349,941 $51.3M Reduce -3.3%
SNDK Sandisk Corp. 0.37% 21,845 $49.7M Reduce -64.3%
MRK Merck & Co. Inc. 0.36% 370,904 $47.7M Reduce -3.1%
KO The Coca-Cola Co. 0.36% 584,238 $47.5M Reduce -2.3%
GEV GE Vernova Inc. 0.35% 40,291 $47.3M Reduce -3.0%
CVX Chevron Corp. 0.35% 278,136 $46.1M Reduce -3.6%
NFLX Netflix Inc. 0.34% 629,624 $45.0M Reduce -3.5%
GS Goldman Sachs Group Inc. 0.33% 43,386 $43.9M Reduce -4.2%
PM Philip Morris International 0.32% 233,511 $42.2M Reduce -2.7%
PANW Palo Alto Networks Inc. 0.31% 120,848 $41.2M Reduce -1.9%
TXN Texas Instruments Inc. 0.31% 136,582 $40.7M Reduce -2.6%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.30% 140,889 $39.6M Reduce -1.7%
MRVL Marvell Technology Inc. 0.29% 131,069 $39.0M Add +0.6%
ROYAL BANK OF CANADA 0.29% 187,613 $38.8M Add +2.0%
PLTR Palantir Technologies Inc. Class A 0.29% 332,801 $38.8M Reduce -1.2%
RTX RTX Corp. 0.29% 202,133 $38.4M Reduce -1.9%
WFC Wells Fargo & Co. 0.29% 460,060 $38.0M Reduce -3.4%
ASTRAZENECA PLC 0.28% 202,983 $38.0M Add +0.1%
ORCL Oracle Corp. 0.28% 256,816 $37.6M Reduce -0.9%
LIN Linde PLC 0.27% 69,283 $36.0M Reduce -4.0%
C Citigroup Inc. 0.27% 255,377 $35.7M Reduce -4.4%
MS Morgan Stanley 0.27% 169,210 $35.4M Reduce -3.3%
APH Amphenol Corp. Class A 0.24% 184,294 $32.5M Reduce -1.9%
WDC Western Digital Corp. 0.24% 50,620 $32.3M Reduce -3.1%
GLW Corning Inc. 0.23% 118,823 $30.4M Reduce -1.2%
AMGN Amgen Inc. 0.22% 80,871 $29.3M Reduce -2.4%
QCOM Qualcomm Inc. 0.22% 157,964 $29.2M Reduce -4.0%
ADI Analog Devices Inc. 0.22% 73,093 $29.0M Reduce -2.9%
MCD McDonald's Corp. 0.22% 106,681 $28.8M Reduce -3.1%
CRWD CrowdStrike Holdings Inc. Class A 0.22% 37,623 $28.7M Reduce -0.9%
TMO Thermo Fisher Scientific Inc. 0.21% 55,626 $27.9M Reduce -4.5%
PEP Pepsico Inc. 0.21% 204,417 $27.7M Reduce -3.1%
NEE Nextera Energy Inc. 0.21% 312,537 $27.4M Reduce -2.7%
TORONTO DOMINION BANK 0.20% 222,307 $27.0M Reduce -0.0%
AXP American Express Co. 0.20% 79,537 $26.9M Reduce -4.5%
VZ Verizon Communications Inc. 0.20% 627,074 $26.6M Reduce -3.5%
ANET Arista Networks Inc. 0.20% 156,109 $26.5M Reduce -1.7%
DIS The Walt Disney Co. filed as DISNEY WALT CO 0.19% 266,503 $25.7M Reduce -2.5%
TJX TJX Companies Inc. filed as TJX COS INC NEW 0.19% 166,354 $25.2M Reduce -3.5%
ETN Eaton Corp. PLC 0.19% 58,194 $24.8M Reduce -3.5%
BA The Boeing Co. 0.19% 114,162 $24.7M Reduce -1.9%
UNP Union Pacific Corp. 0.18% 88,773 $24.1M Reduce -3.4%
WELL Welltower Inc. 0.18% 105,804 $24.0M Reduce -0.1%
ABT Abbott Laboratories 0.18% 260,519 $23.6M Reduce -2.5%
GILD Gilead Sciences Inc. 0.18% 186,000 $23.5M Reduce -2.9%
DE Deere & Co. 0.18% 36,955 $23.4M Reduce -1.7%
SCHW Schwab (charles) Corp. 0.17% 244,772 $22.6M Reduce -4.9%
BLK BlackRock Inc. 0.16% 22,868 $22.0M Reduce -2.2%
UBS GROUP AG REG 0.16% 426,112 $21.2M Add +2.7%
UBER Uber Technologies Inc. 0.16% 292,991 $21.1M Reduce -5.4%
T AT&T Inc. 0.16% 1,018,528 $21.1M Reduce -4.4%
ISRG Intuitive Surgical Inc. 0.16% 52,673 $20.9M Reduce -3.2%
BKNG Booking Holdings Inc. 0.15% 115,796 $20.6M Reduce -7.3%
TOTALENERGIES SE 0.15% 264,982 $20.6M Add +2.2%
PFE Pfizer Inc. 0.15% 851,894 $20.5M Reduce -2.6%
SPOT Spotify Technology SA 0.15% 43,370 $19.9M Reduce -1.5%
CVS CVS Health Corp. 0.15% 192,158 $19.9M Reduce -0.3%
DELL Dell Technologies -C 0.15% 45,072 $19.4M Reduce -5.7%
VRT Vertiv Holdings Co. Class A 0.14% 57,517 $19.3M Reduce -1.8%
PGR Progressive Corp. 0.14% 88,074 $19.2M Reduce -2.5%
COP Conocophillips 0.14% 182,931 $19.0M Reduce -4.1%
PLD Prologis Inc. 0.14% 139,733 $18.9M Reduce -2.0%
VRTX Vertex Pharmaceuticals Inc. 0.14% 37,982 $18.9M Reduce -2.8%
COF Capital One Financial Corp. 0.14% 93,835 $18.8M Reduce -0.9%
SHOPIFY INC CLASS A 0.14% 164,570 $18.8M Add +3.2%
CRM Salesforce Inc. 0.14% 118,678 $18.6M Reduce -15.4%
APP AppLovin Corp. Class A 0.14% 35,980 $18.5M Reduce -1.9%
PH Parker Hannifin Corp. 0.14% 18,907 $18.5M Reduce -3.1%
LOW Lowe's Cos Inc. 0.14% 83,803 $18.5M Reduce -2.8%

Show all 3,202 holdings

Portfolio Sells Q1 2026 → Q2 2026
MSFT Microsoft Corp. Reduce -2.4% 3.12% −0.49
XOM Exxon Mobil Corp. Reduce -3.9% 0.64% −0.30
META Meta Platforms Inc. Class A Reduce -1.9% 1.39% −0.25
NFLX Netflix Inc. Reduce -3.5% 0.34% −0.20
CVX Chevron Corp. Reduce -3.6% 0.35% −0.16
WMT Walmart Inc. Reduce -1.8% 0.56% −0.15
PLTR Palantir Technologies Inc. Class A Reduce -1.2% 0.29% −0.13
CIEN Ciena Corp. Reduce -64.8% 0.08% −0.12
NVDA Nvidia Corp. Reduce -2.9% 5.25% −0.11
COST Costco Wholesale Corp. Reduce -2.5% 0.47% −0.11
BRK.B Berkshire Hathaway Inc. Class B Reduce -1.6% 1.05% −0.11
LITE Lumentum Holdings Inc. Reduce -64.7% 0.07% −0.11
HON Honeywell International Inc. Reduce -1.7% 0.08% −0.11
T AT&T Inc. Reduce -4.4% 0.16% −0.11
AAPL Apple Inc. Reduce -2.2% 4.71% −0.10
INSM Insmed Inc. Reduce -64.5% 0.03% −0.10
FIX Comfort Systems USA Inc. Reduce -64.8% 0.08% −0.10
JNJ Johnson & Johnson Reduce -2.5% 0.69% −0.09
CRM Salesforce Inc. Reduce -15.4% 0.14% −0.08
VZ Verizon Communications Inc. Reduce -3.5% 0.20% −0.08
EME Emcor Group Inc. Reduce -64.6% 0.04% −0.08
MCD McDonald's Corp. Reduce -3.1% 0.22% −0.08
INTU Intuit Inc. Reduce -3.6% 0.08% −0.08
ACN Accenture PLC Class A Reduce -3.3% 0.09% −0.07
COHR Coherent Corp. Reduce -64.5% 0.08% −0.07
TPR Tapestry Inc. Reduce -65.7% 0.03% −0.07
COP Conocophillips Reduce -4.1% 0.14% −0.07
PEP Pepsico Inc. Reduce -3.1% 0.21% −0.07
FTI Technipfmc PLC Reduce -64.6% 0.03% −0.07
UTHR United Therapeutics Corp. Reduce -65.3% 0.03% −0.07
CASY Casey's General Stores Inc. Reduce -64.9% 0.03% −0.07
JPM JPMorgan Chase & Co. Reduce -4.0% 0.98% −0.06
PG The Procter & Gamble Co. Reduce -3.3% 0.38% −0.06
MA Mastercard Inc. Class A Reduce -2.0% 0.47% −0.06
FTAI Ftai Aviation Ltd. Reduce -64.9% 0.03% −0.06
CW Curtiss-Wright Corp. Reduce -64.4% 0.03% −0.06
ISRG Intuitive Surgical Inc. Reduce -3.2% 0.16% −0.06
ABT Abbott Laboratories Reduce -2.5% 0.18% −0.06
PFE Pfizer Inc. Reduce -2.6% 0.15% −0.06
JBL Jabil Inc. Reduce -64.5% 0.05% −0.06
XPO Xpo Inc. Reduce -65.2% 0.03% −0.06
RKLB Rocket Lab Corp. Reduce -61.5% 0.06% −0.05
RTX RTX Corp. Reduce -1.9% 0.29% −0.05
GILD Gilead Sciences Inc. Reduce -2.9% 0.18% −0.05
BSX Boston Scientific Corp. Reduce -2.0% 0.07% −0.05
CME Cme Group Inc. Reduce -1.9% 0.09% −0.05
NEE Nextera Energy Inc. Reduce -2.7% 0.21% −0.05
LMT Lockheed Martin Corp. Reduce -4.5% 0.12% −0.05
TJX TJX Companies Inc. Reduce -3.5% 0.19% −0.05
NEM Newmont Corp. Reduce -5.6% 0.11% −0.04

Portfolio Buys Q1 2026 → Q2 2026
MRVL Marvell Technology Inc. Add +0.6% 0.29% +0.18
SPCX Space Exploration Techn Class A New 0.10% +0.10
STRL Sterling Infrastructure Inc. Add +67.4% 0.09% +0.06
IREN Iren Ltd. New 0.05% +0.05
DDOG Datadog Inc. Class A Add +2.7% 0.10% +0.05
ASND Ascendis Pharma A/S New 0.04% +0.04
MKSI MKS Inc. Add +4.8% 0.10% +0.04
IONQ Ionq Inc. Add +75.5% 0.07% +0.04
TTMI TTM Technologies Add +66.5% 0.06% +0.04
CRWV Coreweave Inc. Class A New 0.04% +0.04
GH Guardant Health Inc. Add +71.7% 0.06% +0.04
ROYAL BANK OF CANADA Add +2.0% 0.29% +0.04
SITM Sitime Corp. Add +62.9% 0.06% +0.04
SOUTHERN CO (SO 3.25 06/15/28) New 0.04% +0.04
DOC Healthpeak Properties Inc. Add +196.7% 0.05% +0.04
SUNB Sunbelt Rentals Holdings Inc. New 0.03% +0.03
SMTC Semtech Corp. Add +64.5% 0.05% +0.03
MTSI Macom Technology Solutions H Add +6.8% 0.09% +0.03
CRS Carpenter Technology Add +6.9% 0.10% +0.03
GFL GFL Environmental Inc.-Sub VT New 0.03% +0.03
AFRM Affirm Holdings Inc. Add +8.7% 0.08% +0.03
MOH Molina Healthcare Inc. Add +197.0% 0.04% +0.03
FIRSTENERGY CORP (FE 3.875 01/15/31) New 0.03% +0.03
ZBRA Zebra Technologies Corp. Class A Add +185.9% 0.04% +0.03
DOCN Digitalocean Holdings Inc. Add +95.1% 0.04% +0.03
UDR Udr Inc. Add +193.0% 0.04% +0.03
RVTY Revvity Inc. Add +189.2% 0.04% +0.03
DY Dycom Industries Inc. Add +69.0% 0.05% +0.03
ONTO Onto Innovation Inc. Add +7.5% 0.06% +0.03
SANM Sanmina Corp. Add +56.2% 0.04% +0.03
RMBS Rambus Inc. Add +65.6% 0.05% +0.03
SJM The JM Smucker Co. Add +201.3% 0.04% +0.03
SOLV Solventum Corp. Add +198.7% 0.04% +0.03
BAX Baxter International Inc. Add +200.9% 0.04% +0.03
AAOI Applied Optoelectronics Inc. Add +94.8% 0.04% +0.03
BMNR Bitmine Immersion Technologi New 0.03% +0.03
FORM Formfactor Inc. Add +64.8% 0.04% +0.02
FPS Forgent Power Solutions Class A New 0.02% +0.02
LSCC Lattice Semiconductor Corp. Add +4.7% 0.07% +0.02
NVT Nvent Electric PLC Add +6.6% 0.09% +0.02
GDDY GoDaddy Inc. Class A Add +188.4% 0.04% +0.02
UBS GROUP AG REG Add +2.7% 0.16% +0.02
BMRN Biomarin Pharmaceutical Inc. Add +203.5% 0.04% +0.02
VICR Vicor Corp. Add +79.5% 0.03% +0.02
CLX Clorox Company Add +192.8% 0.04% +0.02
SNX TD Synnex Corp. Add +6.1% 0.07% +0.02
FROG Jfrog Ltd. New 0.02% +0.02
MXL Maxlinear Inc. Add +13.3% 0.02% +0.02
RAL Ralliant Corp. Add +173.1% 0.03% +0.02
MOD Modine Manufacturing Co. Add +64.7% 0.05% +0.02

Notes & Other Activity Q1 2026 → Q2 2026
M-TRON INDUSTRIES INC RIGHT 04/15/2026 Sold out 687 $1Kbefore exit

Bonds, preferreds, convertibles and warrants; not part of the stock holdings or percentages above.

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 3,202$13.3BNVDA, AAPL, MSFT, AMZN, GOOGL
Q1 2026 3,134$11.7BNVDA, AAPL, MSFT, AMZN, GOOGL
Q4 2025 3,156$12.0BNVDA, AAPL, MSFT, AMZN, GOOGL
Q3 2025 3,166$12.4BNVDA, MSFT, AAPL, AMZN, META
Q2 2025 3,147$10.8BNVDA, MSFT, AAPL, AMZN, META
Q1 2025 3,071$9.9BINDA, AAPL, MSFT, NVDA, AMZN
Q4 2024 3,016$10.3BAAPL, INDA, NVDA, MSFT, AMZN