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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 23 of 74  ·  1,472 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
441 UMH UMH PPTYS INC Real Estate 465,189.0 $7.4M 0.03% NEW $15.91 -4.8%
442 HBAN HUNTINGTON BANCSHARES INC Financial Services 425,961.0 $7.4M 0.03% NEW $17.35 -11.4%
443 ZM ZOOM COMMUNICATIONS INC Technology 85,562.0 $7.4M 0.03% NEW $86.29 +13.8%
444 LEIDOS HOLDINGS INC 40,708.0 $7.3M 0.03% NEW $180.40
445 RHP RYMAN HOSPITALITY PPTYS INC Real Estate 77,483.0 $7.3M 0.03% NEW $94.62 +13.9%
446 PSTG PURE STORAGE INC Technology 109,003.0 $7.3M 0.03% NEW $67.01 -0.1%
447 CHKP CHECK POINT SOFTWARE TECH LT Technology 39,307.0 $7.3M 0.03% NEW $185.56 -31.4%
448 WSM WILLIAMS SONOMA INC Consumer Cyclical 40,834.0 $7.3M 0.03% NEW $178.59 -6.6%
449 PAC GRUPO AEROPUERTO DEL PACIFIC Industrials 27,648.0 $7.3M 0.03% NEW $263.63 -8.8%
450 BN BROOKFIELD CORP Financial Services 158,751.0 $7.3M 0.03% NEW $45.89 -2.1%
451 RGLD ROYAL GOLD INC Basic Materials 32,438.0 $7.2M 0.03% NEW $222.29 -0.5%
452 HEICO CORP NEW 28,247.0 $7.1M 0.03% NEW $252.43
453 TLK P T TELEKOMUNIKASI INDONESIA Communication Services 338,548.0 $7.1M 0.03% NEW $21.05 -17.7%
454 DVN DEVON ENERGY CORP NEW Energy 194,414.0 $7.1M 0.03% NEW $36.63 +35.7%
455 PPG PPG INDS INC Basic Materials 69,502.0 $7.1M 0.03% NEW $102.46 -2.1%
456 LIBERTY MEDIA CORP DEL 71,782.0 $7.1M 0.03% NEW $98.51
457 TROW PRICE T ROWE GROUP INC Financial Services 69,033.0 $7.1M 0.03% NEW $102.38 -1.3%
458 UTHR UNITED THERAPEUTICS CORP DEL Healthcare 14,496.0 $7.1M 0.03% NEW $487.25 +16.6%
459 AFRM AFFIRM HLDGS INC Technology 94,804.0 $7.1M 0.03% NEW $74.43 -14.7%
460 ILMN ILLUMINA INC Healthcare 53,726.0 $7.0M 0.03% NEW $131.16 +6.8%
Page 23 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%