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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 5 of 10  ·  198 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 MBWM MERCANTILE BK CORP Financial Services 21,761.0 $1.2M 0.00% NEW $57.42 +5.9%
82 CTBI COMMUNITY TR BANCORP INC Financial Services 17,066.0 $1.2M 0.00% NEW $72.36 +8.6%
83 HFWA HERITAGE FINL CORP WASH Financial Services 41,685.0 $1.2M 0.00% NEW $29.62 -0.9%
84 TRN TRINITY INDS INC Industrials 35,687.0 $1.2M 0.00% NEW $34.58 -13.9%
85 LANDBRIDGE COMPANY LLC 15,570.0 $1.2M 0.00% NEW $79.24
86 CBT CABOT CORP Basic Materials 13,583.0 $1.2M 0.00% NEW $90.82 -4.5%
87 USAR USA RARE EARTH INC Basic Materials 57,088.0 $1.2M 0.00% NEW $21.58 -14.4%
88 UTI UNIVERSAL TECHNICAL INST INC Consumer Defensive 28,794.0 $1.2M 0.00% NEW $42.77 -42.0%
89 ICHR ICHOR HOLDINGS Technology 10,954.0 $1.2M 0.00% NEW $112.28 -42.2%
90 SPSC SPS COMM INC Technology 21,492.0 $1.2M 0.00% NEW $57.17 +38.9%
91 SEI SOLARIS ENERGY INFRAS INC Energy 15,270.0 $1.2M 0.00% NEW $80.46 -24.8%
92 EQBK EQUITY BANCSHARES INC Financial Services 24,982.0 $1.2M 0.00% NEW $48.99 +3.9%
93 CALUMET INC 33,880.0 $1.2M 0.00% NEW $36.02
94 SIX FLAGS ENTERTAINMENT CORP 57,259.0 $1.2M 0.00% NEW $21.30
95 SXT SENSIENT TECHNOLOGIES CORP Basic Materials 9,849.0 $1.2M 0.00% NEW $123.29 +7.4%
96 DHC DIVERSIFIED HEALTHCARE TR Real Estate 130,489.0 $1.2M 0.00% NEW $9.30 -12.0%
97 KALU KAISER ALUMINIUM CORPORATION Basic Materials 6,203.0 $1.2M 0.00% NEW $195.63 -15.9%
98 IBCP INDEPENDENT BK CORP MICH Financial Services 33,496.0 $1.2M 0.00% NEW $36.07 +5.4%
99 NVTS NAVITAS SEMICONDUCTOR CORP Technology 67,162.0 $1.2M 0.00% NEW $17.92 -27.8%
100 FSLY FASTLY INC Technology 65,393.0 $1.2M 0.00% NEW $18.36 +39.4%
Page 5 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%