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Portfolio (Quarterly) Guide ↗

State of New Jersey Common Pension Fund D

· CIK 0001483066
13F Portfolio $29.3B AUM 1,718 positions Filed Aug 4, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 198 New 99 Added 1139 Reduced 29 Exited
Page 2 of 5  ·  99 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 AHR AMERICAN HEALTHCARE REIT INC Real Estate 247,563.0 $12.9M 0.04% +30K +13.8% $52.15 +5.0%
22 RHP RYMAN HOSPITALITY PPTYS INC Real Estate 78,320.0 $10.1M 0.03% +837.0 +1.1% $128.55 -0.7%
23 GLOB GLOBANT S A Technology 341,534.0 $9.9M 0.03% +97K +39.7% $28.94 +39.8%
24 RVMD REVOLUTION MEDICINES INC Healthcare 52,307.0 $9.8M 0.03% +3K +5.6% $187.28 +13.9%
25 STWD STARWOOD PPTY TR INC Real Estate 543,383.0 $8.9M 0.03% +10K +1.9% $16.38 +1.3%
26 CRWV COREWEAVE INC Technology 87,863.0 $8.7M 0.03% +7K +9.1% $99.54 -6.1%
27 KRG KITE REALTY GROUP TRUST Real Estate 272,575.0 $7.7M 0.03% +10K +3.8% $28.38 -7.2%
28 ICICI BANK LIMITED 230,160.0 $6.7M 0.02% +27K +13.4% $29.03
29 CTO CTO RLTY GROWTH INC NEW Real Estate 299,068.0 $6.4M 0.02% +10K +3.5% $21.51 +1.8%
30 RDDT REDDIT INC Communication Services 36,576.0 $6.3M 0.02% +2K +4.9% $173.58 -10.0%
31 IONQ IONQ INC Technology 108,839.0 $5.8M 0.02% +5K +5.1% $53.26 -17.6%
32 ROIV ROIVANT SCIENCES LTD Healthcare 150,420.0 $5.3M 0.02% +22K +17.2% $35.39 +4.1%
33 DAL DELTA AIR LINES INC Industrials 56,768.0 $5.3M 0.02% +1K +2.2% $93.66 -9.7%
34 CDE COEUR MNG INC Basic Materials 321,224.0 $5.2M 0.02% +89K +38.4% $16.32 +29.7%
35 CTRE CARETRUST REIT INC Real Estate 126,375.0 $5.1M 0.02% +60K +90.4% $40.35 -2.1%
36 VIST VISTA ENERGY S.A.B. DE C.V. Energy 78,916.0 $5.0M 0.02% +38K +91.3% $63.80 +9.5%
37 RITM RITHM CAPITAL CORP Real Estate 531,476.0 $5.0M 0.02% +18K +3.5% $9.39 +10.6%
38 SAFEHOLD INC 302,479.0 $4.7M 0.02% +78K +35.0% $15.70
39 MMYT MAKEMYTRIP LIMITED MAURITIUS Consumer Cyclical 75,702.0 $4.0M 0.01% +9K +13.7% $53.29 +16.5%
40 GEN GEN DIGITAL INC Technology 147,572.0 $3.7M 0.01% +793.0 +0.5% $24.89 +12.2%
Page 2 of 5  ·  99 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 35.2%
Financial Services 11.3%
Consumer Cyclical 9.5%
Healthcare 9.2%
Industrials 9.0%
Communication Services 9.0%
Real Estate 4.9%
Consumer Defensive 4.4%
Energy 3.2%
Utilities 2.5%