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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 4 of 5  ·  99 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 DHT DHT HOLDINGS INC Energy 81,605.0 $1.3M 0.01% +44K +115.1% $16.53 +20.9%
62 FRO FRONTLINE PLC Energy 38,721.0 $1.3M 0.01% +29K +298.5% $34.79 +27.8%
63 SRRK SCHOLAR ROCK HLDG CORP Healthcare 24,145.0 $1.3M 0.01% +3K +13.1% $55.00 +2.7%
64 TRMD TORM PLC Energy 47,520.0 $1.2M 0.00% +20K +71.1% $26.06 +18.8%
65 CGON CG ONCOLOGY INC Healthcare 16,381.0 $1.2M 0.00% +2K +12.1% $71.05 +13.6%
66 DNTH DIANTHUS THERAPEUTICS INC Healthcare 11,884.0 $1.2M 0.00% +6K +118.3% $97.48 +16.6%
67 IMCR IMMUNOCORE HLDGS PLC Healthcare 34,275.0 $1.1M 0.00% +7K +23.9% $31.75 +16.1%
68 WHR WHIRLPOOL CORP Consumer Cyclical 26,979.0 $1.1M 0.00% +691.0 +2.6% $39.42 +1.7%
69 ORKA ORUKA THERAPEUTICS INC Healthcare 10,161.0 $967K 0.00% +3K +36.5% $95.17 +15.3%
70 TNGX TANGO THERAPEUTICS INC Healthcare 26,818.0 $838K 0.00% +12K +76.3% $31.26 -19.4%
71 GRAL GRAIL INC Healthcare 12,269.0 $838K 0.00% +279.0 +2.3% $68.27 +8.3%
72 CLDX CELLDEX THERAPEUTICS INC NEW Healthcare 21,755.0 $810K 0.00% +1K +6.4% $37.21 +12.1%
73 NVGS NAVIGATOR HLDGS LTD Energy 40,444.0 $753K 0.00% +10K +31.0% $18.63 +16.3%
74 NTLA INTELLIA THERAPEUTICS INC Healthcare 41,431.0 $701K 0.00% +4K +10.2% $16.92 -21.5%
75 QURE UNIQURE NV Healthcare 15,164.0 $698K 0.00% +1K +10.8% $46.06 +5.9%
76 NKTR NEKTAR THERAPEUTICS Healthcare 9,933.0 $693K 0.00% +2K +19.9% $69.81 +9.0%
77 NEWAMSTERDAM PHARMA COMPANY 19,518.0 $661K 0.00% +4K +26.8% $33.89
78 VERA VERA THERAPEUTICS INC Healthcare 13,843.0 $594K 0.00% +756.0 +5.8% $42.91 -24.8%
79 TRVI TREVI THERAPEUTICS INC Healthcare 30,976.0 $578K 0.00% +2K +6.3% $18.65 +0.9%
80 HRMY HARMONY BIOSCIENCES HLDGS IN Healthcare 15,429.0 $562K 0.00% +682.0 +4.6% $36.41 +9.7%
Page 4 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%