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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 37 of 74  ·  1,472 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
721 TXRH TEXAS ROADHOUSE INC Consumer Cyclical 20,405.0 $3.4M 0.01% NEW $166.00 +4.7%
722 COMERICA INC 38,610.0 $3.4M 0.01% NEW $86.93
723 WYNN WYNN RESORTS LTD Consumer Cyclical 27,884.0 $3.4M 0.01% NEW $120.33 -21.2%
724 AGNC AGNC INVT CORP Real Estate 310,975.0 $3.3M 0.01% NEW $10.72 -4.4%
725 CMC COMMERCIAL METALS CO Basic Materials 48,040.0 $3.3M 0.01% NEW $69.22 +0.2%
726 SPXC SPX TECHNOLOGIES INC Industrials 16,425.0 $3.3M 0.01% NEW $200.06 -2.1%
727 OVV OVINTIV INC Energy 83,788.0 $3.3M 0.01% NEW $39.19 +55.4%
728 HR HEALTHCARE RLTY TR Real Estate 193,072.0 $3.3M 0.01% NEW $16.95 +19.2%
729 TOL TOLL BROTHERS INC Consumer Cyclical 24,196.0 $3.3M 0.01% NEW $135.22 -8.2%
730 KEY KEYCORP Financial Services 158,031.0 $3.3M 0.01% NEW $20.64 +1.4%
731 MANH MANHATTAN ASSOCIATES INC Technology 18,800.0 $3.3M 0.01% NEW $173.31 -21.9%
732 AEO AMERICAN EAGLE OUTFITTERS IN Consumer Cyclical 123,249.0 $3.3M 0.01% NEW $26.37 -37.8%
733 JEF JEFFERIES FINL GROUP INC Financial Services 52,322.0 $3.2M 0.01% NEW $61.97 -17.6%
734 PNW PINNACLE WEST CAP CORP Utilities 36,507.0 $3.2M 0.01% NEW $88.70 +14.4%
735 DY DYCOM INDS INC Industrials 9,500.0 $3.2M 0.01% NEW $337.90 +22.3%
736 TECH BIO-TECHNE CORP Healthcare 54,331.0 $3.2M 0.01% NEW $58.81 -22.7%
737 MOH MOLINA HEALTHCARE INC Healthcare 18,396.0 $3.2M 0.01% NEW $173.54 +6.2%
738 ALV AUTOLIV INC Consumer Cyclical 26,823.0 $3.2M 0.01% NEW $118.70 -0.7%
739 ENSG ENSIGN GROUP INC Healthcare 18,214.0 $3.2M 0.01% NEW $174.20 +1.0%
740 FHN FIRST HORIZON CORPORATION Financial Services 131,777.0 $3.1M 0.01% NEW $23.90 -1.3%
Page 37 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%