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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 20 of 74  ·  1,472 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
381 TEAM ATLASSIAN CORPORATION Technology 56,888.0 $9.2M 0.03% NEW $162.14 -46.1%
382 AMRIZE LTD 170,476.0 $9.2M 0.03% NEW $54.08
383 EQR EQUITY RESIDENTIAL Real Estate 144,859.0 $9.1M 0.03% NEW $63.04 +1.3%
384 EFX EQUIFAX INC Industrials 42,048.0 $9.1M 0.03% NEW $216.98 -27.0%
385 LITE LUMENTUM HLDGS INC Technology 24,699.0 $9.1M 0.03% NEW $368.59 +163.4%
386 FSLR FIRST SOLAR INC Energy 34,747.0 $9.1M 0.03% NEW $261.23 -10.7%
387 TPR TAPESTRY INC Consumer Cyclical 70,947.0 $9.1M 0.03% NEW $127.77 +1.2%
388 DXCM DEXCOM INC Healthcare 135,885.0 $9.0M 0.03% NEW $66.37 -7.1%
389 EME EMCOR GROUP INC Industrials 14,722.0 $9.0M 0.03% NEW $611.79 +49.3%
390 TSCO TRACTOR SUPPLY CO Consumer Cyclical 179,780.0 $9.0M 0.03% NEW $50.01 -38.9%
391 EXPAND ENERGY CORPORATION 81,395.0 $9.0M 0.03% NEW $110.36
392 MKL MARKEL GROUP INC Financial Services 4,121.0 $8.9M 0.03% NEW $2149.65 -14.2%
393 PPL PPL CORP Utilities 250,010.0 $8.8M 0.03% NEW $35.02 -0.4%
394 NTRS NORTHERN TR CORP Financial Services 63,653.0 $8.7M 0.03% NEW $136.59 +20.0%
395 CBOE CBOE GLOBAL MKTS INC Financial Services 34,460.0 $8.6M 0.03% NEW $251.00 +45.9%
396 EL LAUDER ESTEE COS INC Consumer Defensive 82,269.0 $8.6M 0.03% NEW $104.72 -23.3%
397 BIIB BIOGEN INC Healthcare 48,945.0 $8.6M 0.03% NEW $175.99 +9.6%
398 CCEP COCA-COLA EUROPACIFIC PARTNE Consumer Defensive 94,965.0 $8.6M 0.03% NEW $90.70 +1.9%
399 STLD STEEL DYNAMICS INC Basic Materials 50,514.0 $8.6M 0.03% NEW $169.45 +35.3%
400 BR BROADRIDGE FINL SOLUTIONS IN Technology 37,965.0 $8.5M 0.03% NEW $223.17 -32.5%
Page 20 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%