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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 4 of 74  ·  1,472 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 AMAT APPLIED MATLS INC Technology 272,185.0 $69.9M 0.25% NEW $256.99 +69.9%
62 DIS DISNEY WALT CO Communication Services 614,804.0 $69.9M 0.25% NEW $113.77 -7.3%
63 ISRG INTUITIVE SURGICAL INC Healthcare 122,727.0 $69.5M 0.25% NEW $566.36 -24.4%
64 LIN LINDE PLC Basic Materials 161,758.0 $69.0M 0.25% NEW $426.39 +20.0%
65 PEP PEPSICO INC Consumer Defensive 471,068.0 $67.6M 0.24% NEW $143.52 +3.6%
66 INTU INTUIT Technology 94,999.0 $62.9M 0.23% NEW $662.42 -42.9%
67 QCOM QUALCOMM INC Technology 366,695.0 $62.7M 0.23% NEW $171.05 +17.0%
68 PHYL PGIM ETF TR 1,725,000.0 $61.2M 0.22% NEW $35.48 -1.6%
69 GEV GE VERNOVA INC Utilities 93,459.0 $61.1M 0.22% NEW $653.57 +66.9%
70 EQIX EQUINIX INC Real Estate 79,449.0 $60.9M 0.22% NEW $766.16 +40.9%
71 T AT&T INC Communication Services 2,447,155.0 $60.8M 0.22% NEW $24.84 -0.7%
72 AMGN AMGEN INC Healthcare 183,994.0 $60.2M 0.22% NEW $327.31 -0.3%
73 SCHW SCHWAB CHARLES CORP Financial Services 593,645.0 $59.3M 0.21% NEW $99.91 -10.5%
74 BKNG BOOKING HOLDINGS INC Consumer Cyclical 11,040.0 $59.1M 0.21% NEW $5355.33 -97.1%
75 BA BOEING CO Industrials 271,629.0 $59.0M 0.21% NEW $217.12 +1.6%
76 MELI MERCADOLIBRE INC Consumer Cyclical 29,057.0 $58.5M 0.21% NEW $2014.26 -20.2%
77 VZ VERIZON COMMUNICATIONS INC Communication Services 1,434,953.0 $58.4M 0.21% NEW $40.73 +15.5%
78 TJX TJX COS INC NEW Consumer Cyclical 378,981.0 $58.2M 0.21% NEW $153.61 -4.1%
79 INTC INTEL CORP Technology 1,546,539.0 $57.1M 0.21% NEW $36.90 +214.2%
80 ACN ACCENTURE PLC IRELAND Technology 212,321.0 $57.0M 0.21% NEW $268.30 -37.1%
Page 4 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%