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Portfolio (Quarterly) Guide ↗

State of New Jersey Common Pension Fund D

· CIK 0001483066
13F Portfolio $27.7B AUM Filed Jan 30, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 1472 New
Page 16 of 74  ·  1,472 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 BLOCK INC 193,219.0 $12.6M 0.04% NEW $65.09
302 LONZ PIMCO ETF TR 250,000.0 $12.6M 0.04% NEW $50.28 -1.4%
303 INSM INSMED INC Healthcare 72,129.0 $12.6M 0.04% NEW $174.04 -39.2%
304 AMH AMERICAN HOMES 4 RENT Real Estate 390,116.0 $12.5M 0.04% NEW $32.10 -2.2%
305 GLPI GAMING & LEISURE PPTYS INC Real Estate 279,277.0 $12.5M 0.04% NEW $44.69 +5.5%
306 GEHC GE HEALTHCARE TECHNOLOGIES I Healthcare 151,733.0 $12.4M 0.04% NEW $82.02 -24.9%
307 KDP KEURIG DR PEPPER INC Consumer Defensive 437,541.0 $12.3M 0.04% NEW $28.01 +3.5%
308 CPRT COPART INC Industrials 312,425.0 $12.2M 0.04% NEW $39.15 -14.3%
309 FLUTTER ENTMT PLC 56,628.0 $12.2M 0.04% NEW $215.04
310 WAB WABTEC Industrials 56,832.0 $12.1M 0.04% NEW $213.45 +22.6%
311 STT STATE STR CORP Financial Services 93,622.0 $12.1M 0.04% NEW $129.01 +18.6%
312 SYY SYSCO CORP Consumer Defensive 163,525.0 $12.1M 0.04% NEW $73.69 -1.4%
313 VEEV VEEVA SYS INC Healthcare 53,788.0 $12.0M 0.04% NEW $223.23 -26.8%
314 FIS FIDELITY NATL INFORMATION SV Technology 180,112.0 $12.0M 0.04% NEW $66.46 -35.7%
315 PCG PG&E CORP Utilities 744,781.0 $12.0M 0.04% NEW $16.07 +0.7%
316 PAYX PAYCHEX INC Industrials 106,633.0 $12.0M 0.04% NEW $112.18 -16.3%
317 PRU PRUDENTIAL FINL INC Financial Services 105,870.0 $12.0M 0.04% NEW $112.88 -9.1%
318 KEYS KEYSIGHT TECHNOLOGIES INC Technology 58,194.0 $11.8M 0.04% NEW $203.19 +67.8%
319 MDB MONGODB INC Technology 28,133.0 $11.8M 0.04% NEW $419.69 -20.3%
320 UDR UDR INC Real Estate 321,382.0 $11.8M 0.04% NEW $36.68 +1.9%
Page 16 of 74  ·  1,472 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 32.6%
Financial Services 12.7%
Consumer Cyclical 10.6%
Communication Services 10.0%
Healthcare 9.5%
Industrials 8.4%
Real Estate 4.6%
Consumer Defensive 4.5%
Energy 3.0%
Utilities 2.4%