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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 3 of 10  ·  198 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 ACHC ACADIA HEALTHCARE COMPANY IN Healthcare 48,996.0 $1.4M 0.01% NEW $29.53 -7.0%
42 CHEF CHEFS WHSE INC Consumer Defensive 14,970.0 $1.4M 0.01% NEW $96.10 +12.7%
43 MBC MASTERBRAND INC Consumer Cyclical 139,336.0 $1.4M 0.01% NEW $10.29 -14.0%
44 NSIT INSIGHT ENTERPRISES INC Technology 11,498.0 $1.4M 0.01% NEW $121.80 +22.5%
45 CALY CALLAWAY GOLF CO Consumer Cyclical 74,157.0 $1.4M 0.01% NEW $18.79 -14.1%
46 YOU CLEAR SECURE INC Technology 24,909.0 $1.4M 0.01% NEW $55.73 -20.0%
47 BELFB BEL FUSE INC Technology 4,166.0 $1.4M 0.01% NEW $333.04 -17.1%
48 ASTRANA HEALTH INC 29,863.0 $1.4M 0.01% NEW $46.41
49 EXTR EXTREME NETWORKS INC Technology 42,330.0 $1.4M 0.01% NEW $32.37 -26.6%
50 RH RH Consumer Cyclical 8,312.0 $1.4M 0.01% NEW $164.73 +3.8%
51 WRBY WARBY PARKER INC Healthcare 45,116.0 $1.4M 0.01% NEW $30.34 -15.6%
52 DK DELEK US HLDGS INC NEW Energy 26,922.0 $1.4M 0.01% NEW $50.81 +34.3%
53 XMTR XOMETRY INC Industrials 14,078.0 $1.4M 0.01% NEW $96.52 -11.0%
54 LGN LEGENCE CORP Industrials 15,932.0 $1.4M 0.01% NEW $85.23 -25.3%
55 MD PEDIATRIX MEDICAL GROUP INC Healthcare 53,382.0 $1.4M 0.01% NEW $25.33 +4.9%
56 AXTI AXT INC Technology 18,665.0 $1.3M 0.01% NEW $72.08 +14.2%
57 ADEA ADEIA INC Technology 40,740.0 $1.3M 0.01% NEW $32.93 -14.9%
58 CHYM CHIME FINL INC Financial Services 65,319.0 $1.3M 0.01% NEW $20.48 +55.8%
59 CNK CINEMARK HLDGS INC Communication Services 42,158.0 $1.3M 0.01% NEW $31.73 +15.7%
60 UPST UPSTART HLDGS INC Financial Services 37,587.0 $1.3M 0.01% NEW $35.43 -17.8%
Page 3 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%