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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 10  ·  198 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 NWL NEWELL BRANDS INC Consumer Defensive 319,699.0 $2.0M 0.01% NEW $6.14 -3.4%
22 VSH VISHAY INTERTECHNOLOGY INC Technology 36,150.0 $1.9M 0.01% NEW $53.78 -37.7%
23 MANI MAN ETF SER TR 75,000.0 $1.9M 0.01% NEW $25.59 +1.2%
24 WIX WIX COM LTD Technology 42,115.0 $1.9M 0.01% NEW $45.37 +70.1%
25 ACLS AXCELIS TECHNOLOGIES INC Technology 9,936.0 $1.9M 0.01% NEW $189.45 -28.5%
26 HNGE HINGE HEALTH INC Healthcare 21,724.0 $1.8M 0.01% NEW $83.00 +6.3%
27 SEZL SEZZLE INC Financial Services 10,465.0 $1.8M 0.01% NEW $171.63 -31.7%
28 TXG 10X GENOMICS INC Healthcare 46,747.0 $1.8M 0.01% NEW $38.34 +45.1%
29 GTX GARRETT MOTION INC Consumer Cyclical 49,266.0 $1.8M 0.01% NEW $36.23 -23.0%
30 DAVE INC 4,616.0 $1.7M 0.01% NEW $372.59
31 OUSTER INC 26,954.0 $1.7M 0.01% NEW $62.52
32 IRIDIUM COMMUNICATIONS INC 29,984.0 $1.6M 0.01% NEW $54.85
33 MGNI MAGNITE INC Communication Services 86,600.0 $1.6M 0.01% NEW $18.98 +29.2%
34 FPS FORGENT POWER SOLUTIONS INC Industrials 28,200.0 $1.6M 0.01% NEW $55.86 -35.2%
35 MARA MARA HOLDINGS INC Financial Services 110,709.0 $1.5M 0.01% NEW $13.89 -35.5%
36 AGYS AGILYSYS INC Technology 14,523.0 $1.5M 0.01% NEW $104.50 +7.1%
37 MSGE SPHERE ENTERTAINMENT CO Communication Services 8,580.0 $1.5M 0.01% NEW $173.03 -52.7%
38 VECO VEECO INSTRS INC DEL Technology 19,527.0 $1.5M 0.01% NEW $75.80 -32.8%
39 VAC MARRIOTT VACATIONS WORLDWIDE Consumer Cyclical 14,428.0 $1.5M 0.01% NEW $101.88 +12.9%
40 POWI POWER INTEGRATIONS INC Technology 17,498.0 $1.5M 0.01% NEW $83.76 -30.1%
Page 2 of 10  ·  198 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%