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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 24 of 74  ·  1,472 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
461 CNC CENTENE CORP DEL Healthcare 171,232.0 $7.0M 0.03% NEW $41.15 +43.4%
462 SBAC SBA COMMUNICATIONS CORP NEW Real Estate 36,214.0 $7.0M 0.03% NEW $193.43 +7.3%
463 VRSN VERISIGN INC Technology 28,729.0 $7.0M 0.03% NEW $242.95 +24.8%
464 NTAP NETAPP INC Technology 65,085.0 $7.0M 0.03% NEW $107.09 +13.4%
465 LH LABCORP HOLDINGS INC Healthcare 27,766.0 $7.0M 0.03% NEW $250.88 +0.6%
466 FTAI AVIATION LTD 35,312.0 $7.0M 0.03% NEW $196.85
467 DRI DARDEN RESTAURANTS INC Consumer Cyclical 37,767.0 $6.9M 0.03% NEW $184.02 +5.4%
468 PODD INSULET CORP Healthcare 24,415.0 $6.9M 0.03% NEW $284.24 -45.9%
469 CTRA COTERRA ENERGY INC Energy 263,282.0 $6.9M 0.03% NEW $26.32 +23.7%
470 STZ CONSTELLATION BRANDS INC Consumer Defensive 50,105.0 $6.9M 0.03% NEW $137.96 +5.9%
471 HPQ HP INC Technology 310,150.0 $6.9M 0.03% NEW $22.28 -6.8%
472 SMURFIT WESTROCK PLC 178,555.0 $6.9M 0.03% NEW $38.67
473 WRB BERKLEY W R CORP Financial Services 98,165.0 $6.9M 0.03% NEW $70.12 -2.4%
474 CASY CASEYS GEN STORES INC Consumer Cyclical 12,433.0 $6.9M 0.03% NEW $552.71 +54.2%
475 LVS LAS VEGAS SANDS CORP Consumer Cyclical 105,456.0 $6.9M 0.03% NEW $65.09 -22.7%
476 WST WEST PHARMACEUTICAL SVSC INC Healthcare 24,898.0 $6.9M 0.03% NEW $275.14 +11.0%
477 CORPAY INC 22,756.0 $6.8M 0.03% NEW $300.93
478 HST HOST HOTELS & RESORTS INC Real Estate 385,882.0 $6.8M 0.03% NEW $17.73 +23.6%
479 STAG STAG INDL INC Real Estate 185,054.0 $6.8M 0.03% NEW $36.76 +3.5%
480 IP INTERNATIONAL PAPER CO Consumer Cyclical 172,175.0 $6.8M 0.03% NEW $39.39 -24.7%
Page 24 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%