Police & Firemen's Retirement System of New Jersey
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed April 29, 2026), Police & Firemen's Retirement System of New Jersey reported 3,134 stock positions worth $11.7 billion. Its top holding was Nvidia (NVDA) at 5.4% of the portfolio, followed by Apple (AAPL, 4.8%) and Microsoft (MSFT, 3.6%). Compared with Q4 2025, it opened 38 new positions, sold out of 61, added to 906 and reduced 282. The biggest buy was a new position in Astrazeneca and the biggest sale Apple (AAPL, shares −1%).
- Most Recent 13F
- Q2 2026
- Location
- TRENTON, NJ
- CIK
- 0002040686
- Portfolio Value
- $11.7B (Q1 2026)
- SEC Filing
- 0002040686-26-000002 ↗ filed Apr 29, 2026
Holdings Value
Holdings 3,134 stocks · $11.7B
| NVDA Nvidia Corp. | 5.37% | 3,603,846 | $628.5M | Add +0.5% |
| AAPL Apple Inc. | 4.81% | 2,218,227 | $563.0M | Reduce -0.7% |
| MSFT Microsoft Corp. | 3.61% | 1,142,043 | $422.8M | Add +0.5% |
| AMZN Amazon.com Inc. | 2.63% | 1,476,982 | $307.6M | Add +0.5% |
| GOOGL Alphabet Inc. Class A | 2.19% | 894,119 | $257.1M | Add +0.6% |
| AVGO Broadcom Inc. | 1.88% | 711,148 | $220.1M | Add +0.5% |
| GOOG Alphabet Inc. Class C | 1.79% | 729,738 | $209.3M | Add +0.3% |
| META Meta Platforms Inc. Class A | 1.64% | 336,206 | $192.4M | Add +0.5% |
| TSLA Tesla Inc. | 1.38% | 434,513 | $161.5M | Add +0.5% |
| BRK.B Berkshire Hathaway Inc. Class B | 1.16% | 284,122 | $136.2M | Add +0.5% |
| JPM JPMorgan Chase & Co. | 1.05% | 417,703 | $122.9M | Add +0.4% |
| LLY Eli Lilly & Co. | 0.97% | 123,393 | $113.5M | Add +0.5% |
| XOM Exxon Mobil Corp. | 0.94% | 650,631 | $110.4M | Add +0.5% |
| JNJ Johnson & Johnson | 0.77% | 370,807 | $90.6M | Add +0.6% |
| WMT Walmart Inc. | 0.71% | 670,389 | $83.3M | Add +0.6% |
| V Visa Inc. Class A | 0.67% | 259,362 | $78.4M | Add +0.6% |
| COST Costco Wholesale Corp. | 0.58% | 68,264 | $68.0M | Add +0.4% |
| NFLX Netflix Inc. | 0.54% | 652,799 | $62.8M | Add +0.5% |
| MA Mastercard Inc. Class A | 0.53% | 123,770 | $61.8M | Add +0.5% |
| CVX Chevron Corp. | 0.51% | 288,421 | $59.7M | Add +0.4% |
| ABBV Abbvie Inc. | 0.51% | 272,768 | $59.3M | Add +0.5% |
| MU Micron Technology Inc. | 0.50% | 171,911 | $58.1M | Add +0.3% |
| PG The Procter & Gamble Co. | 0.45% | 361,967 | $52.3M | Add +0.7% |
| CAT Caterpillar Inc. | 0.43% | 71,278 | $50.5M | Add +0.4% |
| HD Home Depot Inc. | 0.43% | 153,448 | $50.5M | Add +0.6% |
| AMD Advanced Micro Devices | 0.43% | 247,826 | $50.4M | Add +0.4% |
| PLTR Palantir Technologies Inc. Class A | 0.42% | 336,826 | $49.3M | Add +0.7% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.42% | 1,009,355 | $49.2M | Reduce -0.9% |
| CSCO Cisco Systems Inc. | 0.41% | 612,500 | $47.5M | Add +0.4% |
| MRK Merck & Co. Inc. | 0.39% | 382,636 | $46.0M | Reduce -1.0% |
| KO The Coca-Cola Co. | 0.39% | 598,237 | $45.5M | Add +0.5% |
| GE General Electric filed as GE AEROSPACE | 0.39% | 160,155 | $45.4M | Add +0.4% |
| AMAT Applied Materials Inc. | 0.36% | 122,050 | $41.7M | Reduce -0.8% |
| LRCX Lam Research Corp. | 0.35% | 193,122 | $41.3M | Add +0.5% |
| RTX RTX Corp. | 0.34% | 206,118 | $39.8M | Add +0.5% |
| PM Philip Morris International | 0.34% | 239,948 | $39.7M | Add +0.5% |
| ASTRAZENECA PLC | 0.34% | 202,676 | $39.3M | New |
| SNDK Sandisk Corp. | 0.33% | 61,220 | $38.9M | Add +6.9% |
| GS Goldman Sachs Group Inc. | 0.33% | 45,305 | $38.3M | Add +0.5% |
| ORCL Oracle Corp. | 0.33% | 259,145 | $38.1M | Add +0.5% |
| WFC Wells Fargo & Co. | 0.32% | 476,282 | $37.9M | Reduce -1.1% |
| UNH Unitedhealth Group Inc. | 0.32% | 140,111 | $37.9M | Add +0.5% |
| GEV GE Vernova Inc. | 0.31% | 41,528 | $36.2M | Reduce -0.7% |
| LIN Linde PLC | 0.31% | 72,141 | $35.8M | Add +0.2% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.30% | 143,345 | $34.7M | Add +0.5% |
| MCD McDonald's Corp. | 0.29% | 110,113 | $34.2M | Add +0.5% |
| PEP Pepsico Inc. | 0.28% | 211,070 | $32.8M | Add +0.5% |
| VZ Verizon Communications Inc. | 0.28% | 649,722 | $32.6M | Add +0.2% |
| T AT&T Inc. | 0.26% | 1,065,284 | $30.9M | Add +0.6% |
| C Citigroup Inc. | 0.26% | 267,034 | $30.3M | Reduce -1.9% |
| INTC Intel Corp. | 0.26% | 679,680 | $30.0M | Add +0.6% |
| NEE Nextera Energy Inc. | 0.25% | 321,346 | $29.8M | Add +0.6% |
| KLAC KLA Corp. | 0.25% | 20,258 | $29.8M | Add +0.6% |
| ROYAL BANK OF CANADA | 0.25% | 183,985 | $29.6M | Reduce -2.9% |
| AMGN Amgen Inc. | 0.25% | 82,885 | $29.2M | Add +0.7% |
| MS Morgan Stanley | 0.25% | 174,961 | $28.8M | Reduce -1.1% |
| TMO Thermo Fisher Scientific Inc. | 0.24% | 58,256 | $28.6M | Add +0.6% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.23% | 172,312 | $27.5M | Add +0.5% |
| ABT Abbott Laboratories | 0.23% | 267,175 | $27.4M | Add +0.6% |
| TXN Texas Instruments Inc. | 0.23% | 140,303 | $27.2M | Add +1.0% |
| GILD Gilead Sciences Inc. | 0.23% | 191,605 | $26.7M | Add +0.6% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.23% | 273,431 | $26.4M | Reduce -1.6% |
| CRM Salesforce Inc. | 0.22% | 140,366 | $26.2M | Reduce -1.9% |
| AXP American Express Co. | 0.22% | 83,289 | $25.2M | Add +0.6% |
| COP Conocophillips | 0.21% | 190,805 | $25.2M | Reduce -0.3% |
| ISRG Intuitive Surgical Inc. | 0.21% | 54,405 | $25.1M | Add +0.6% |
| PFE Pfizer Inc. | 0.21% | 874,926 | $24.6M | Add +0.2% |
| SCHW Schwab (charles) Corp. | 0.21% | 257,293 | $24.2M | Reduce -1.5% |
| TOTALENERGIES SE | 0.21% | 259,224 | $24.2M | Reduce -2.9% |
| ADI Analog Devices Inc. | 0.20% | 75,234 | $23.9M | Reduce -1.1% |
| APH Amphenol Corp. Class A | 0.20% | 187,964 | $23.7M | Add +0.6% |
| CIEN Ciena Corp. | 0.20% | 60,182 | $23.4M | Add +0.3% |
| BA The Boeing Co. | 0.20% | 116,343 | $23.2M | Add +1.9% |
| BLK BlackRock Inc. | 0.19% | 23,392 | $22.5M | Add +0.2% |
| UNP Union Pacific Corp. | 0.19% | 91,914 | $22.3M | Add +0.7% |
| UBER Uber Technologies Inc. | 0.19% | 309,655 | $22.3M | Add +0.2% |
| HON Honeywell International Inc. | 0.19% | 97,820 | $22.1M | Add +0.7% |
| ETN Eaton Corp. PLC | 0.18% | 60,298 | $21.6M | Add +0.2% |
| SPOT Spotify Technology SA | 0.18% | 44,031 | $21.4M | Reduce -1.5% |
| QCOM Qualcomm Inc. | 0.18% | 164,589 | $21.2M | Reduce -0.8% |
| DE Deere & Co. | 0.18% | 37,610 | $21.2M | Add +0.2% |
| LITE Lumentum Holdings Inc. | 0.18% | 29,993 | $21.1M | Reduce -0.3% |
| BKNG Booking Holdings Inc. | 0.18% | 4,996 | $21.0M | Add +0.2% |
| WELL Welltower Inc. | 0.18% | 105,966 | $21.0M | Add +0.7% |
| TORONTO DOMINION BANK | 0.18% | 222,340 | $20.7M | Reduce -2.8% |
| FIX Comfort Systems USA Inc. | 0.18% | 14,894 | $20.5M | Add +0.7% |
| LOW Lowe's Cos Inc. | 0.17% | 86,172 | $20.4M | Add +0.2% |
| SPGI S&P Global Inc. | 0.17% | 46,798 | $19.9M | Add +0.8% |
| PANW Palo Alto Networks Inc. | 0.17% | 123,122 | $19.7M | Add +19.7% |
| ANET Arista Networks Inc. | 0.17% | 158,754 | $19.5M | Add +0.7% |
| LMT Lockheed Martin Corp. | 0.16% | 31,856 | $19.3M | Add +0.7% |
| BMY Bristol-Myers Squibb Co. | 0.16% | 313,569 | $19.0M | Add +0.2% |
| SHOPIFY INC CLASS A | 0.16% | 159,501 | $18.9M | Reduce -3.3% |
| PLD Prologis Inc. | 0.16% | 142,561 | $18.8M | Add +0.2% |
| ACN Accenture PLC Class A | 0.16% | 94,774 | $18.8M | Reduce -1.3% |
| CB Chubb Ltd. | 0.16% | 56,395 | $18.4M | Add +0.2% |
| NEM Newmont Corp. | 0.16% | 169,499 | $18.3M | Add +0.2% |
| DHR Danaher Corp. | 0.16% | 96,642 | $18.3M | Add +0.2% |
| INTU Intuit Inc. | 0.15% | 41,986 | $18.2M | Add +0.2% |
| PGR Progressive Corp. | 0.15% | 90,311 | $17.9M | Add +0.8% |
Other holdings (1): bonds, preferreds, convertibles and warrants · $1K (not counted above)
| Security | Class | Shares / Principal | Value | Change |
|---|---|---|---|---|
| M-TRON INDUSTRIES INC | RIGHT 04/15/2026 | 687 | $1K | No change |
Total filed on the 13F, all lines: $11.7B.
Portfolio Sells Q4 2025 → Q1 2026
| AAPL Apple Inc. | Reduce -0.7% | 4.81% | −0.24 |
| CRM Salesforce Inc. | Reduce -1.9% | 0.22% | −0.09 |
| EXAS Exact Sciences Corp. | Sold out | 0.00% | −0.07 |
| SHOPIFY INC CLASS A | Reduce -3.3% | 0.16% | −0.06 |
| ADBE Adobe Inc. | Reduce -1.5% | 0.13% | −0.06 |
| QCOM Qualcomm Inc. | Reduce -0.8% | 0.18% | −0.05 |
| ACN Accenture PLC Class A | Reduce -1.3% | 0.16% | −0.05 |
| WFC Wells Fargo & Co. | Reduce -1.1% | 0.32% | −0.05 |
| COF Capital One Financial Corp. | Reduce -1.4% | 0.15% | −0.05 |
| BAC Bank of America Corp. | Reduce -0.9% | 0.42% | −0.05 |
| CMA Comerica Inc. | Sold out | 0.00% | −0.04 |
| DIS The Walt Disney Co. | Reduce -1.6% | 0.23% | −0.04 |
| DAY Dayforce Inc. | Sold out | 0.00% | −0.04 |
| SPOT Spotify Technology SA | Reduce -1.5% | 0.18% | −0.03 |
| FYBR Frontier Communications Pare | Sold out | 0.00% | −0.03 |
| UBS GROUP AG REG | Reduce -3.6% | 0.14% | −0.03 |
| CFLT Confluent Inc. Class A | Sold out | 0.00% | −0.03 |
| PNFP Pinnacle Financial Partners | Sold out | 0.00% | −0.03 |
| ADP Automatic Data Processing | Reduce -0.2% | 0.11% | −0.03 |
| CYBR Cyberark Software Ltd./Israel | Sold out | 0.00% | −0.03 |
| SNV Synovus Financial Corp. | Sold out | 0.00% | −0.03 |
| WDAY Workday Inc. Class A | Reduce -0.5% | 0.04% | −0.02 |
| NEW GOLD INC | Sold out | 0.00% | −0.02 |
| DEUTSCHE BANK AG REGISTERED | Reduce -3.3% | 0.06% | −0.02 |
| RNAM Avidity Biosciences Inc. | Sold out | 0.00% | −0.02 |
| CADE Cadence Bank | Sold out | 0.00% | −0.02 |
| FICO Fair Isaac Corp. | Reduce -0.3% | 0.03% | −0.02 |
| TOWER SEMICONDUCTOR LTD | Reduce -63.6% | 0.02% | −0.02 |
| CRH CRH PLC | Reduce -1.4% | 0.09% | −0.02 |
| ROYAL BANK OF CANADA | Reduce -2.9% | 0.25% | −0.02 |
| MS Morgan Stanley | Reduce -1.1% | 0.25% | −0.02 |
| BROOKFIELD CORP | Reduce -2.9% | 0.09% | −0.01 |
| SCHW Schwab (charles) Corp. | Reduce -1.5% | 0.21% | −0.01 |
| AAL American Airlines Group Inc. | Reduce -0.9% | 0.03% | −0.01 |
| PLNT Planet Fitness Inc. Class A | Reduce -1.4% | 0.02% | −0.01 |
| IT Gartner Inc. | Reduce -8.3% | 0.01% | −0.01 |
| CDTX Cidara Therapeutics Inc. | Sold out | 0.00% | −0.01 |
| SGI Somnigroup International Inc. | Reduce -0.2% | 0.05% | −0.01 |
| EQH Equitable Holdings Inc. | Reduce -4.9% | 0.03% | −0.01 |
| CIVI Civitas Resources Inc. | Sold out | 0.00% | −0.01 |
| SYF Synchrony Financial | Reduce -5.4% | 0.03% | −0.01 |
| GM General Motors Co. | Reduce -2.6% | 0.09% | −0.01 |
| AYI Acuity Inc. | Reduce -0.3% | 0.03% | −0.01 |
| MANH Manhattan Associates Inc. | Reduce -1.1% | 0.03% | −0.01 |
| AIG American International Group | Reduce -2.9% | 0.05% | −0.01 |
| BANK OF NOVA SCOTIA | Reduce -3.3% | 0.10% | −0.01 |
| UHS Universal Health Services-B | Reduce -2.0% | 0.03% | −0.01 |
| CENTERPOINT ENERGY INC (CNP 4.25 08/15/26) | Sold out | 0.00% | −0.01 |
| EXPE Expedia Group Inc. | Reduce -0.2% | 0.04% | −0.01 |
| LULU Lululemon Athletica Inc. | Reduce -0.6% | 0.02% | −0.01 |
Portfolio Buys Q4 2025 → Q1 2026
| ASTRAZENECA PLC | New | 0.34% | +0.34 |
| XOM Exxon Mobil Corp. | Add +0.5% | 0.94% | +0.29 |
| SNDK Sandisk Corp. | Add +6.9% | 0.33% | +0.22 |
| CVX Chevron Corp. | Add +0.4% | 0.51% | +0.15 |
| JNJ Johnson & Johnson | Add +0.6% | 0.77% | +0.14 |
| WMT Walmart Inc. | Add +0.6% | 0.71% | +0.09 |
| COST Costco Wholesale Corp. | Add +0.4% | 0.58% | +0.09 |
| CAT Caterpillar Inc. | Add +0.4% | 0.43% | +0.09 |
| MU Micron Technology Inc. | Add +0.3% | 0.50% | +0.09 |
| LHX L3HARRIS Technologies Inc. | New | 0.08% | +0.08 |
| CIEN Ciena Corp. | Add +0.3% | 0.20% | +0.08 |
| LRCX Lam Research Corp. | Add +0.5% | 0.35% | +0.08 |
| FIX Comfort Systems USA Inc. | Add +0.7% | 0.18% | +0.06 |
| VZ Verizon Communications Inc. | Add +0.2% | 0.28% | +0.06 |
| GLW Corning Inc. | Add +0.2% | 0.14% | +0.05 |
| KLAC KLA Corp. | Add +0.6% | 0.25% | +0.05 |
| COHR Coherent Corp. | Add +13.3% | 0.15% | +0.05 |
| LIN Linde PLC | Add +0.2% | 0.31% | +0.05 |
| INTC Intel Corp. | Add +0.6% | 0.26% | +0.05 |
| PNFP Pinnacle Financial Partners | New | 0.05% | +0.05 |
| VRT Vertiv Holdings Co. Class A | Add +0.2% | 0.13% | +0.05 |
| WDC Western Digital Corp. | Add +0.2% | 0.12% | +0.05 |
| T AT&T Inc. | Add +0.6% | 0.26% | +0.04 |
| KO The Coca-Cola Co. | Add +0.5% | 0.39% | +0.04 |
| NEE Nextera Energy Inc. | Add +0.6% | 0.25% | +0.04 |
| LMT Lockheed Martin Corp. | Add +0.7% | 0.16% | +0.04 |
| DE Deere & Co. | Add +0.2% | 0.18% | +0.04 |
| VLO Valero Energy Corp. | Add +0.2% | 0.10% | +0.04 |
| GILD Gilead Sciences Inc. | Add +0.6% | 0.23% | +0.03 |
| TXN Texas Instruments Inc. | Add +1.0% | 0.23% | +0.03 |
| HON Honeywell International Inc. | Add +0.7% | 0.19% | +0.03 |
| PSX Phillips 66 | Add +1.3% | 0.10% | +0.03 |
| EOG EOG Resources Inc. | Add +0.2% | 0.10% | +0.03 |
| EQIX Equinix Inc. | Add +0.2% | 0.13% | +0.03 |
| QGEN Qiagen N.V. | New | 0.03% | +0.03 |
| NFLX Netflix Inc. | Add +0.5% | 0.54% | +0.03 |
| PEP Pepsico Inc. | Add +0.5% | 0.28% | +0.03 |
| SUNBELT RENTALS HOLDINGS INC | New | 0.03% | +0.03 |
| PFE Pfizer Inc. | Add +0.2% | 0.21% | +0.03 |
| SLB SLB Ltd. | Add +0.2% | 0.10% | +0.03 |
| PWR Quanta Services Inc. | Add +0.2% | 0.11% | +0.03 |
| OVV Ovintiv Inc. | Add +12.8% | 0.06% | +0.03 |
| LNG Cheniere Energy Inc. | Add +0.3% | 0.08% | +0.03 |
| RTX RTX Corp. | Add +0.5% | 0.34% | +0.03 |
| XPO Xpo Inc. | Add +0.7% | 0.08% | +0.03 |
| BE Bloom Energy Corp. Class A | Add +0.8% | 0.07% | +0.03 |
| CASY Casey's General Stores Inc. | Add +0.6% | 0.10% | +0.03 |
| MTZ Mastec Inc. | Add +0.5% | 0.07% | +0.03 |
| AMGN Amgen Inc. | Add +0.7% | 0.25% | +0.02 |
| ETN Eaton Corp. PLC | Add +0.2% | 0.18% | +0.02 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 3,202 | $13.3B | NVDA, AAPL, MSFT, AMZN, GOOGL |
| Q1 2026 | 3,134 | $11.7B | NVDA, AAPL, MSFT, AMZN, GOOGL |
| Q4 2025 | 3,156 | $12.0B | NVDA, AAPL, MSFT, AMZN, GOOGL |
| Q3 2025 | 3,166 | $12.4B | NVDA, MSFT, AAPL, AMZN, META |
| Q2 2025 | 3,147 | $10.8B | NVDA, MSFT, AAPL, AMZN, META |
| Q1 2025 | 3,071 | $9.9B | INDA, AAPL, MSFT, NVDA, AMZN |
| Q4 2024 | 3,016 | $10.3B | AAPL, INDA, NVDA, MSFT, AMZN |