Police & Firemen's Retirement System of New Jersey
Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q2 2025 ▲▼ | Q3 2025 ▲▼ | Change ▲▼ | Q2 2025 ▲▼ | Q3 2025 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| NVIDIA CORP(NVDA) | 3,553,999 | 3,774,039 | +220,040 | 561,496,302 | 704,160,197 | 5.66% | +142,663,895 |
| APPLE INC(AAPL) | 2,238,465 | 2,350,847 | +112,382 | 459,265,864 | 598,596,172 | 4.81% | +139,330,308 |
| ALPHABET INC CL A(GOOG) | 882,201 | 936,926 | +54,725 | 155,470,282 | 227,766,711 | 1.83% | +72,296,429 |
| TESLA INC(TSLA) | 427,150 | 453,618 | +26,468 | 135,688,469 | 201,732,997 | 1.62% | +66,044,528 |
| MICROSOFT CORP(MSFT) | 1,126,223 | 1,196,000 | +69,777 | 560,194,582 | 619,468,200 | 4.98% | +59,273,618 |
| ALPHABET INC CL C(GOOG) | 719,191 | 763,400 | +44,209 | 127,577,291 | 185,926,070 | 1.49% | +58,348,779 |
| BROADCOM INC(AVGO) | 701,288 | 744,677 | +43,389 | 193,310,037 | 245,676,389 | 1.97% | +52,366,352 |
| ISHARES NATIONAL MUNI BOND ETF | 0 | 211,800 | +211,800 | 0 | 22,554,582 | 0.18% | +22,554,582 |
| ORACLE CORP(ORCL) | 251,470 | 267,138 | +15,668 | 54,978,886 | 75,129,891 | 0.60% | +20,151,005 |
| AMAZON.COM INC(AMZN) | 1,456,680 | 1,546,890 | +90,210 | 319,581,025 | 339,650,637 | 2.73% | +20,069,612 |
| JPMORGAN CHASE CO(JPM) | 421,767 | 447,850 | +26,083 | 122,274,471 | 141,265,326 | 1.14% | +18,990,855 |
| PALANTIR TECHNOLOGIES INC A(PLTR) | 331,705 | 351,931 | +20,226 | 45,218,026 | 64,199,253 | 0.52% | +18,981,227 |
| ABBVIE INC(ABBV) | 269,019 | 285,440 | +16,421 | 49,935,307 | 66,090,778 | 0.53% | +16,155,471 |
| JOHNSON JOHNSON(JNJ) | 365,252 | 387,661 | +22,409 | 55,792,243 | 71,880,103 | 0.58% | +16,087,860 |
| APPLOVIN CORP CLASS A(APP) | 36,206 | 38,358 | +2,152 | 12,674,996 | 27,561,757 | 0.22% | +14,886,761 |
| META PLATFORMS INC CLASS A(META) | 331,559 | 352,091 | +20,532 | 244,720,382 | 258,568,589 | 2.08% | +13,848,207 |
| BERKSHIRE HATHAWAY INC CL B | 280,092 | 297,428 | +17,336 | 136,060,291 | 149,528,953 | 1.20% | +13,468,662 |
| CHEVRON CORP(CVX) | 247,657 | 309,487 | +61,830 | 35,462,006 | 48,060,236 | 0.39% | +12,598,230 |
| GENERAL ELECTRIC(GE) | 159,682 | 169,509 | +9,827 | 41,100,550 | 50,991,697 | 0.41% | +9,891,147 |
| HOME DEPOT INC(HD) | 151,231 | 160,432 | +9,201 | 55,447,334 | 65,005,442 | 0.52% | +9,558,108 |
| MICRON TECHNOLOGY INC(MU) | 169,690 | 179,835 | +10,145 | 20,914,292 | 30,089,992 | 0.24% | +9,175,700 |
| INTEL CORP(INTC) | 663,547 | 703,266 | +39,719 | 14,863,453 | 23,594,574 | 0.19% | +8,731,121 |
| LAM RESEARCH CORP(LRCX) | 194,171 | 206,286 | +12,115 | 18,900,605 | 27,621,695 | 0.22% | +8,721,090 |
| CATERPILLAR INC(CAT) | 70,351 | 74,699 | +4,348 | 27,310,962 | 35,642,628 | 0.29% | +8,331,666 |
| ARISTA NETWORKS INC(ANET) | 156,514 | 166,247 | +9,733 | 16,012,947 | 24,223,850 | 0.19% | +8,210,903 |
| EXXON MOBIL CORP | 657,961 | 698,877 | +40,916 | 70,928,196 | 78,798,382 | 0.63% | +7,870,186 |
| WALMART INC(WMT) | 660,759 | 701,273 | +40,514 | 64,609,015 | 72,273,195 | 0.58% | +7,664,180 |
| UNITEDHEALTH GROUP INC(UNH) | 138,189 | 146,650 | +8,461 | 43,110,822 | 50,638,245 | 0.41% | +7,527,423 |
| ADVANCED MICRO DEVICES(AMD) | 244,584 | 259,586 | +15,002 | 34,706,470 | 41,998,419 | 0.34% | +7,291,949 |
| BANK OF AMERICA CORP | 1,041,114 | 1,086,553 | +45,439 | 49,265,514 | 56,055,269 | 0.45% | +6,789,755 |
| ROBINHOOD MARKETS INC A(HOOD) | 112,424 | 119,085 | +6,661 | 10,526,259 | 17,050,590 | 0.14% | +6,524,331 |
| RTX CORP(RTX) | 203,235 | 215,837 | +12,602 | 29,676,375 | 36,116,005 | 0.29% | +6,439,630 |
| THERMO FISHER SCIENTIFIC INC(TMO) | 57,367 | 60,783 | +3,416 | 23,260,024 | 29,480,971 | 0.24% | +6,220,947 |
| ASTERA LABS INC(ALAB) | 54,480 | 55,820 | +1,340 | 4,926,082 | 10,929,556 | 0.09% | +6,003,474 |
| CITIGROUP INC(C) | 281,824 | 295,020 | +13,196 | 23,988,859 | 29,944,530 | 0.24% | +5,955,671 |
| AMPHENOL CORP CL A | 183,036 | 194,002 | +10,966 | 18,074,805 | 24,007,748 | 0.19% | +5,932,943 |
| GOLDMAN SACHS GROUP INC(GS) | 46,382 | 48,614 | +2,232 | 32,826,860 | 38,713,759 | 0.31% | +5,886,899 |
| SOFI TECHNOLOGIES INC(SOFI) | 404,661 | 501,710 | +97,049 | 7,368,877 | 13,255,178 | 0.11% | +5,886,301 |
| COMFORT SYSTEMS USA INC(FIX) | 13,234 | 15,386 | +2,152 | 7,096,203 | 12,696,219 | 0.10% | +5,600,016 |
| MASTERCARD INC A(MA) | 123,526 | 131,335 | +7,809 | 69,414,200 | 74,704,661 | 0.60% | +5,290,461 |
| GE VERNOVA INC(GEV) | 41,488 | 44,098 | +2,610 | 21,953,375 | 27,115,860 | 0.22% | +5,162,485 |
| NEWMONT CORP(NEM) | 169,124 | 177,503 | +8,379 | 9,853,164 | 14,965,278 | 0.12% | +5,112,114 |
| INSMED INC(INSM) | 67,903 | 82,514 | +14,611 | 6,833,758 | 11,882,841 | 0.10% | +5,049,083 |
| KLA CORP(KLAC) | 20,220 | 21,464 | +1,244 | 18,111,863 | 23,151,070 | 0.19% | +5,039,207 |
| TJX COMPANIES INC(TJX) | 169,693 | 179,736 | +10,043 | 20,955,389 | 25,979,041 | 0.21% | +5,023,652 |
| MORGAN STANLEY(MS) | 175,529 | 186,106 | +10,577 | 24,725,015 | 29,583,410 | 0.24% | +4,858,395 |
| PURE STORAGE INC CLASS A(P) | 117,848 | 137,503 | +19,655 | 6,785,688 | 11,524,126 | 0.09% | +4,738,438 |
| CIENA CORP(CIEN) | 54,009 | 62,446 | +8,437 | 4,392,552 | 9,096,509 | 0.07% | +4,703,957 |
| ROBLOX CORP CLASS A(RBLX) | 85,632 | 98,733 | +13,101 | 9,008,486 | 13,676,495 | 0.11% | +4,668,009 |
| SANDISK CORP(SNDK) | 50,925 | 59,714 | +8,789 | 2,309,449 | 6,699,911 | 0.05% | +4,390,462 |
| SOUTHSTATE BANK CORP | 0 | 44,380 | +44,380 | 0 | 4,387,851 | 0.04% | +4,387,851 |
| BLACKROCK INC(BLK) | 23,167 | 24,558 | +1,391 | 24,307,975 | 28,631,435 | 0.23% | +4,323,460 |
| CORNING INC(GLW) | 118,456 | 125,810 | +7,354 | 6,229,601 | 10,320,194 | 0.08% | +4,090,593 |
| WELLTOWER INC(WELL) | 99,421 | 108,362 | +8,941 | 15,283,990 | 19,303,607 | 0.16% | +4,019,617 |
| APPLIED MATERIALS INC | 123,314 | 129,625 | +6,311 | 22,575,094 | 26,539,422 | 0.21% | +3,964,328 |
| BLOOM ENERGY CORP A | 46,016 | 59,767 | +13,751 | 1,100,703 | 5,054,495 | 0.04% | +3,953,792 |
| WELLS FARGO CO(WFC) | 494,861 | 519,996 | +25,135 | 39,648,263 | 43,586,065 | 0.35% | +3,937,802 |
| MERCK CO. INC.(MRK) | 382,594 | 406,255 | +23,661 | 30,286,141 | 34,096,982 | 0.27% | +3,810,841 |
| LOWE S COS INC(LOW) | 85,186 | 90,226 | +5,040 | 18,900,218 | 22,674,696 | 0.18% | +3,774,478 |
| ELI LILLY CO(LLY) | 121,653 | 129,212 | +7,559 | 94,832,163 | 98,588,756 | 0.79% | +3,756,593 |
| EMCOR GROUP INC(EME) | 16,814 | 19,559 | +2,745 | 8,993,640 | 12,704,353 | 0.10% | +3,710,713 |
| CRH PLC | 103,070 | 109,248 | +6,178 | 9,461,826 | 13,098,835 | 0.11% | +3,637,009 |
| TALEN ENERGY CORP(TLN) | 17,311 | 20,062 | +2,751 | 5,033,519 | 8,533,974 | 0.07% | +3,500,455 |
| PEPSICO INC(PEP) | 208,132 | 220,588 | +12,456 | 27,481,749 | 30,979,379 | 0.25% | +3,497,630 |
| BLACKSTONE INC(BX) | 111,281 | 117,894 | +6,613 | 16,645,412 | 20,142,190 | 0.16% | +3,496,778 |
| TAPESTRY INC(TPR) | 78,757 | 91,840 | +13,083 | 6,915,652 | 10,398,125 | 0.08% | +3,482,473 |
| ROCKET LAB CORP(RKLB) | 148,954 | 183,391 | +34,437 | 5,328,085 | 8,786,263 | 0.07% | +3,458,178 |
| WARNER BROS DISCOVERY INC(WBD) | 338,792 | 374,527 | +35,735 | 3,882,556 | 7,314,512 | 0.06% | +3,431,956 |
| UNITED THERAPEUTICS CORP(UTHR) | 16,833 | 19,656 | +2,823 | 4,836,963 | 8,239,992 | 0.07% | +3,403,029 |
| NEXTERA ENERGY INC(NEE) | 313,334 | 332,546 | +19,212 | 21,751,646 | 25,103,898 | 0.20% | +3,352,252 |
| WESTERN DIGITAL CORP(WDC) | 52,671 | 55,786 | +3,115 | 3,370,417 | 6,697,667 | 0.05% | +3,327,250 |
| MCDONALD S CORP(MCD) | 108,560 | 115,242 | +6,682 | 31,717,975 | 35,020,891 | 0.28% | +3,302,916 |
| UBER TECHNOLOGIES INC(UBER) | 305,721 | 324,654 | +18,933 | 28,523,769 | 31,806,352 | 0.26% | +3,282,583 |
| O REILLY AUTOMOTIVE INC(ORLY) | 129,412 | 137,466 | +8,054 | 11,663,904 | 14,820,209 | 0.12% | +3,156,305 |
| FTAI AVIATION LTD(FTAI) | 38,674 | 45,111 | +6,437 | 4,449,057 | 7,527,221 | 0.06% | +3,078,164 |
| SHOPIFY INC CLASS A | 202,475 | 177,404 | -25,071 | 23,305,770 | 26,361,974 | 0.21% | +3,056,204 |
| NORTHROP GRUMMAN CORP(NOC) | 20,577 | 21,838 | +1,261 | 10,288,088 | 13,306,330 | 0.11% | +3,018,242 |
| ALNYLAM PHARMACEUTICALS INC(ALNY) | 18,963 | 20,093 | +1,130 | 6,183,645 | 9,162,408 | 0.07% | +2,978,763 |
| CREDO TECHNOLOGY GROUP HOLDI | 33,113 | 41,253 | +8,140 | 3,065,933 | 6,006,849 | 0.05% | +2,940,916 |
| ALTRIA GROUP INC(MO) | 256,336 | 271,762 | +15,426 | 15,028,980 | 17,952,598 | 0.14% | +2,923,618 |
| VIPER ENERGY INC CL A(VNOM) | 0 | 75,041 | +75,041 | 0 | 2,868,067 | 0.02% | +2,868,067 |
| AMERICAN EXPRESS CO(AXP) | 83,641 | 88,618 | +4,977 | 26,679,806 | 29,435,355 | 0.24% | +2,755,549 |
| MEDTRONIC PLC(MDT) | 194,807 | 207,086 | +12,279 | 16,981,326 | 19,722,871 | 0.16% | +2,741,545 |
| UNITY SOFTWARE INC(U) | 119,779 | 140,167 | +20,388 | 2,898,652 | 5,612,287 | 0.05% | +2,713,635 |
| CADENCE DESIGN SYS INC(CDNS) | 41,467 | 44,079 | +2,612 | 12,778,056 | 15,483,190 | 0.12% | +2,705,134 |
| GENERAL DYNAMICS CORP(GD) | 38,335 | 40,702 | +2,367 | 11,180,786 | 13,879,382 | 0.11% | +2,698,596 |
| SYNOPSYS INC(SNPS) | 23,392 | 29,733 | +6,341 | 11,992,611 | 14,669,965 | 0.12% | +2,677,354 |
| SCHWAB (CHARLES) CORP(SCHW) | 259,394 | 275,597 | +16,203 | 23,667,109 | 26,311,246 | 0.21% | +2,644,137 |
| C.H. ROBINSON WORLDWIDE INC(CHRW) | 44,524 | 51,914 | +7,390 | 4,272,078 | 6,873,414 | 0.06% | +2,601,336 |
| BANK OF NEW YORK MELLON CORP | 109,520 | 115,372 | +5,852 | 9,978,367 | 12,570,933 | 0.10% | +2,592,566 |
| NVENT ELECTRIC PLC(NVT) | 62,193 | 72,238 | +10,045 | 4,555,637 | 7,125,556 | 0.06% | +2,569,919 |
| UNITED RENTALS INC(URI) | 9,846 | 10,412 | +566 | 7,417,976 | 9,939,920 | 0.08% | +2,521,944 |
| CUMMINS INC(CMI) | 20,901 | 22,162 | +1,261 | 6,845,078 | 9,360,564 | 0.08% | +2,515,486 |
| KRATOS DEFENSE SECURITY(KTOS) | 37,296 | 46,380 | +9,084 | 1,732,399 | 4,237,741 | 0.03% | +2,505,342 |
| LINDE PLC(LIN) | 71,291 | 75,664 | +4,373 | 33,448,311 | 35,940,400 | 0.29% | +2,492,089 |
| LUMENTUM HOLDINGS INC(LITE) | 26,486 | 30,621 | +4,135 | 2,517,759 | 4,982,343 | 0.04% | +2,464,584 |
| BWX TECHNOLOGIES INC(BWXT) | 34,636 | 40,430 | +5,794 | 4,989,662 | 7,454,079 | 0.06% | +2,464,417 |
| QUALCOMM INC(QCOM) | 166,946 | 174,422 | +7,476 | 26,587,820 | 29,016,844 | 0.23% | +2,429,024 |
| IONQ INC(IONQ) | 53,715 | 77,014 | +23,299 | 2,308,134 | 4,736,361 | 0.04% | +2,428,227 |
| FLEX LTD(FLEX) | 144,940 | 166,020 | +21,080 | 7,235,405 | 9,624,179 | 0.08% | +2,388,774 |