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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 19 of 74  ·  1,472 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
361 DG DOLLAR GEN CORP NEW Consumer Defensive 77,233.0 $10.3M 0.04% NEW $132.77 -22.9%
362 ELS EQUITY LIFESTYLE PPTYS INC Real Estate 169,076.0 $10.2M 0.04% NEW $60.61 +0.8%
363 ODFL OLD DOMINION FREIGHT LINE IN Industrials 65,229.0 $10.2M 0.04% NEW $156.80 +29.5%
364 OXY OCCIDENTAL PETE CORP Energy 247,232.0 $10.2M 0.04% NEW $41.12 +45.0%
365 RJF RAYMOND JAMES FINL INC Financial Services 61,901.0 $9.9M 0.04% NEW $160.59 -4.0%
366 COHR COHERENT CORP Technology 53,784.0 $9.9M 0.04% NEW $184.57 +96.6%
367 IBKR INTERACTIVE BROKERS GROUP IN Financial Services 152,096.0 $9.8M 0.04% NEW $64.31 +35.3%
368 CSGP COSTAR GROUP INC Real Estate 145,258.0 $9.8M 0.04% NEW $67.24 -51.4%
369 LPLA LPL FINL HLDGS INC Financial Services 27,298.0 $9.8M 0.04% NEW $357.17 -16.1%
370 MTD METTLER TOLEDO INTERNATIONAL Healthcare 6,958.0 $9.7M 0.04% NEW $1394.19 -26.0%
371 SYF SYNCHRONY FINANCIAL Financial Services 116,247.0 $9.7M 0.04% NEW $83.43 -14.4%
372 AHR AMERICAN HEALTHCARE REIT INC Real Estate 204,680.0 $9.6M 0.04% NEW $47.06 +4.9%
373 STWD STARWOOD PPTY TR INC Real Estate 530,575.0 $9.6M 0.04% NEW $18.01 -5.4%
374 FALN ISHARES TR 350,000.0 $9.6M 0.04% NEW $27.30 -1.8%
375 HYDB ISHARES TR 200,000.0 $9.5M 0.03% NEW $47.35 -1.8%
376 ESS ESSEX PPTY TR INC Real Estate 36,124.0 $9.5M 0.03% NEW $261.68 +2.1%
377 ULTA ULTA BEAUTY INC Consumer Cyclical 15,608.0 $9.4M 0.03% NEW $605.01 -18.3%
378 FANG DIAMONDBACK ENERGY INC Energy 62,573.0 $9.4M 0.03% NEW $150.33 +35.4%
379 ADM ARCHER DANIELS MIDLAND CO Consumer Defensive 162,889.0 $9.4M 0.03% NEW $57.49 +40.7%
380 HSY HERSHEY CO Consumer Defensive 50,904.0 $9.3M 0.03% NEW $181.98 +2.7%
Page 19 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%