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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 36 of 74  ·  1,472 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
701 W WAYFAIR INC Consumer Cyclical 35,449.0 $3.6M 0.01% NEW $100.41 -36.6%
702 BAX BAXTER INTL INC Healthcare 185,679.0 $3.5M 0.01% NEW $19.11 -2.5%
703 BAH BOOZ ALLEN HAMILTON HLDG COR Industrials 41,983.0 $3.5M 0.01% NEW $84.36 -10.0%
704 TX TERNIUM SA Basic Materials 92,528.0 $3.5M 0.01% NEW $38.19 +16.9%
705 SJM SMUCKER J M CO Consumer Defensive 36,126.0 $3.5M 0.01% NEW $97.81 +1.0%
706 AES AES CORP Utilities 243,970.0 $3.5M 0.01% NEW $14.34 +2.3%
707 MLI MUELLER INDS INC Industrials 30,454.0 $3.5M 0.01% NEW $114.80 +15.2%
708 NYT NEW YORK TIMES CO Communication Services 50,340.0 $3.5M 0.01% NEW $69.42 +5.2%
709 PINE ALPINE INCOME PPTY TR INC Real Estate 208,703.0 $3.5M 0.01% NEW $16.72 +13.2%
710 EHC ENCOMPASS HEALTH CORP Healthcare 32,789.0 $3.5M 0.01% NEW $106.14 -3.9%
711 FOXA FOX CORP Communication Services 47,623.0 $3.5M 0.01% NEW $73.07 -13.0%
712 CNM CORE & MAIN INC Industrials 66,901.0 $3.5M 0.01% NEW $51.97 -9.5%
713 SNX TD SYNNEX CORPORATION Technology 23,135.0 $3.5M 0.01% NEW $150.23 +51.2%
714 LSCC LATTICE SEMICONDUCTOR CORP Technology 47,087.0 $3.5M 0.01% NEW $73.58 +87.8%
715 CRL CHARLES RIV LABS INTL INC Healthcare 17,260.0 $3.4M 0.01% NEW $199.48 -22.2%
716 AR ANTERO RESOURCES CORP Energy 99,450.0 $3.4M 0.01% NEW $34.46 +10.6%
717 GLOBUS MED INC 39,035.0 $3.4M 0.01% NEW $87.31
718 RMBS RAMBUS INC DEL Technology 36,975.0 $3.4M 0.01% NEW $91.89 +44.9%
719 NCLH NORWEGIAN CRUISE LINE HLDG L Consumer Cyclical 152,184.0 $3.4M 0.01% NEW $22.32 -30.4%
720 JAZZ JAZZ PHARMACEUTICALS PLC Healthcare 19,947.0 $3.4M 0.01% NEW $170.00 +40.0%
Page 36 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%