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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 17 of 74  ·  1,472 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
321 ARES ARES MANAGEMENT CORPORATION Financial Services 72,789.0 $11.8M 0.04% NEW $161.63 -23.5%
322 RMD RESMED INC Healthcare 48,667.0 $11.7M 0.04% NEW $240.87 -16.2%
323 MCHP MICROCHIP TECHNOLOGY INC. Technology 183,116.0 $11.7M 0.04% NEW $63.72 +47.3%
324 ACGL ARCH CAP GROUP LTD Financial Services 121,449.0 $11.6M 0.04% NEW $95.92 -0.1%
325 AER AERCAP HOLDINGS NV Industrials 80,759.0 $11.6M 0.04% NEW $143.76 -2.8%
326 OTIS OTIS WORLDWIDE CORP Industrials 132,890.0 $11.6M 0.04% NEW $87.35 -18.7%
327 HIG HARTFORD INSURANCE GROUP INC Financial Services 84,183.0 $11.6M 0.04% NEW $137.80 -2.8%
328 GRMN GARMIN LTD Technology 56,369.0 $11.4M 0.04% NEW $202.85 +11.3%
329 YUMC YUM CHINA HLDGS INC Consumer Cyclical 239,214.0 $11.4M 0.04% NEW $47.74 -4.7%
330 KVUE KENVUE INC Consumer Defensive 661,691.0 $11.4M 0.04% NEW $17.25 -0.8%
331 HHH HOWARD HUGHES HOLDINGS INC Real Estate 143,025.0 $11.4M 0.04% NEW $79.77 -20.0%
332 EQT EQT CORP Energy 212,422.0 $11.4M 0.04% NEW $53.60 +4.9%
333 SANDISK CORP 47,961.0 $11.4M 0.04% NEW $237.38
334 EXPE EXPEDIA GROUP INC Consumer Cyclical 40,147.0 $11.4M 0.04% NEW $283.31 -23.1%
335 PETROLEO BRASILEIRO SA PETRO 1,008,336.0 $11.4M 0.04% NEW $11.27
336 CIEN CIENA CORP Technology 48,555.0 $11.4M 0.04% NEW $233.87 +124.3%
337 KMB KIMBERLY-CLARK CORP Consumer Defensive 111,496.0 $11.2M 0.04% NEW $100.89 -4.9%
338 CPT CAMDEN PPTY TR Real Estate 101,858.0 $11.2M 0.04% NEW $110.08 -6.8%
339 FIX COMFORT SYS USA INC Industrials 11,993.0 $11.2M 0.04% NEW $933.29 +113.5%
340 WTW WILLIS TOWERS WATSON PLC LTD Financial Services 33,735.0 $11.1M 0.04% NEW $328.60 -24.4%
Page 17 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%