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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 34 of 74  ·  1,472 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
661 UHS UNIVERSAL HLTH SVCS INC Healthcare 18,153.0 $4.0M 0.01% NEW $218.02 -25.1%
662 BLD TOPBUILD CORP Industrials 9,452.0 $3.9M 0.01% NEW $417.19 -2.1%
663 CACI CACI INTL INC Technology 7,396.0 $3.9M 0.01% NEW $532.81 -7.5%
664 AIZ ASSURANT INC Financial Services 16,297.0 $3.9M 0.01% NEW $240.85 +6.1%
665 ALGN ALIGN TECHNOLOGY INC Healthcare 25,120.0 $3.9M 0.01% NEW $156.15 +2.6%
666 DAL DELTA AIR LINES INC DEL Industrials 56,292.0 $3.9M 0.01% NEW $69.40 +6.8%
667 ANF ABERCROMBIE & FITCH CO Consumer Cyclical 31,025.0 $3.9M 0.01% NEW $125.87 -41.6%
668 DAYFORCE INC 56,452.0 $3.9M 0.01% NEW $69.16
669 ACM AECOM Industrials 40,832.0 $3.9M 0.01% NEW $95.33 -24.3%
670 SWK STANLEY BLACK & DECKER INC Industrials 52,359.0 $3.9M 0.01% NEW $74.28 +1.7%
671 EXEL EXELIXIS INC Healthcare 88,731.0 $3.9M 0.01% NEW $43.83 +13.6%
672 CURB CURBLINE PPTYS CORP Real Estate 167,529.0 $3.9M 0.01% NEW $23.21 +20.9%
673 WSO WATSCO INC Industrials 11,516.0 $3.9M 0.01% NEW $336.95 +15.9%
674 GGG GRACO INC Industrials 47,293.0 $3.9M 0.01% NEW $81.97 -8.0%
675 WCC WESCO INTL INC Industrials 15,831.0 $3.9M 0.01% NEW $244.64 +41.6%
676 XRN GLOBAL MED REIT INC Financial Services 114,550.0 $3.9M 0.01% NEW $33.74 +4.9%
677 ALLY ALLY FINL INC Financial Services 85,246.0 $3.9M 0.01% NEW $45.29 -6.2%
678 BLDR BUILDERS FIRSTSOURCE INC Industrials 37,217.0 $3.8M 0.01% NEW $102.89 -32.8%
679 LYB LYONDELLBASELL INDUSTRIES N Basic Materials 87,985.0 $3.8M 0.01% NEW $43.30 +65.3%
680 CLX CLOROX CO DEL Consumer Defensive 37,676.0 $3.8M 0.01% NEW $100.83 -6.4%
Page 34 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%