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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 3 of 74  ·  1,472 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 PLD PROLOGIS INC. Real Estate 745,910.0 $95.2M 0.34% NEW $127.66 +11.7%
42 IBM INTERNATIONAL BUSINESS MACHS Technology 318,545.0 $94.4M 0.34% NEW $296.21 -26.3%
43 WELL WELLTOWER INC Real Estate 503,325.0 $93.4M 0.34% NEW $185.61 +17.3%
44 CAT CATERPILLAR INC Industrials 160,968.0 $92.2M 0.33% NEW $572.87 +55.1%
45 GS GOLDMAN SACHS GROUP INC Financial Services 104,048.0 $91.5M 0.33% NEW $879.00 +10.2%
46 MRK MERCK & CO INC Healthcare 860,235.0 $90.5M 0.33% NEW $105.26 +7.7%
47 IGEB ISHARES TR 1,921,932.0 $87.8M 0.32% NEW $45.66 -2.1%
48 HDB HDFC BANK LTD Financial Services 2,384,413.0 $87.1M 0.32% NEW $36.54 -32.0%
49 CRM SALESFORCE INC Technology 324,879.0 $86.1M 0.31% NEW $264.91 -36.7%
50 PM PHILIP MORRIS INTL INC Consumer Defensive 534,456.0 $85.7M 0.31% NEW $160.40 +19.6%
51 SPHY SPDR SERIES TRUST 3,566,858.0 $84.4M 0.30% NEW $23.67 -1.6%
52 RTX RTX CORPORATION Industrials 458,026.0 $84.0M 0.30% NEW $183.40 -4.2%
53 TMO THERMO FISHER SCIENTIFIC INC Healthcare 129,235.0 $74.9M 0.27% NEW $579.45 -22.6%
54 ABT ABBOTT LABS Healthcare 597,499.0 $74.9M 0.27% NEW $125.29 -32.6%
55 MCD MCDONALDS CORP Consumer Cyclical 244,307.0 $74.7M 0.27% NEW $305.63 -10.0%
56 LRCX LAM RESEARCH CORP Technology 432,873.0 $74.1M 0.27% NEW $171.18 +74.8%
57 MS MORGAN STANLEY Financial Services 413,716.0 $73.4M 0.27% NEW $177.53 +9.6%
58 C CITIGROUP INC Financial Services 628,915.0 $73.4M 0.27% NEW $116.69 +5.8%
59 USHY ISHARES TR 1,900,000.0 $71.1M 0.26% NEW $37.40 -1.6%
60 AXP AMERICAN EXPRESS CO Financial Services 191,205.0 $70.7M 0.26% NEW $369.95 -15.3%
Page 3 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%