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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 53 of 74  ·  1,472 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1041 FROG JFROG LTD Technology 37,130.0 $2.3M 0.01% NEW $62.46 +8.7%
1042 VIAV VIAVI SOLUTIONS INC Technology 130,088.0 $2.3M 0.01% NEW $17.82 +179.2%
1043 MRCY MERCURY SYS INC Industrials 31,747.0 $2.3M 0.01% NEW $73.01 +27.9%
1044 CWST CASELLA WASTE SYS INC Industrials 23,647.0 $2.3M 0.01% NEW $97.94 -13.0%
1045 GNW GENWORTH FINL INC Financial Services 256,464.0 $2.3M 0.01% NEW $9.03 +2.8%
1046 H HYATT HOTELS CORP Consumer Cyclical 14,445.0 $2.3M 0.01% NEW $160.32 +5.7%
1047 APLD APPLIED DIGITAL CORP Technology 94,433.0 $2.3M 0.01% NEW $24.52 +49.3%
1048 GAP GAP INC Consumer Cyclical 90,434.0 $2.3M 0.01% NEW $25.60 -19.0%
1049 PIPER SANDLER COMPANIES 6,811.0 $2.3M 0.01% NEW $339.71
1050 HLNE HAMILTON LANE INC Financial Services 17,223.0 $2.3M 0.01% NEW $134.31 -35.4%
1051 VNT VONTIER CORPORATION Technology 62,211.0 $2.3M 0.01% NEW $37.18 -24.7%
1052 PLXS PLEXUS CORP Technology 15,734.0 $2.3M 0.01% NEW $147.00 +76.1%
1053 PAGP PLAINS GP HLDGS L P Energy 120,832.0 $2.3M 0.01% NEW $19.14 +29.9%
1054 PENN PENN ENTERTAINMENT INC Consumer Cyclical 156,748.0 $2.3M 0.01% NEW $14.75 +11.7%
1055 UGI UGI CORP NEW Utilities 61,766.0 $2.3M 0.01% NEW $37.43 -7.7%
1056 BCO BRINKS CO Industrials 19,786.0 $2.3M 0.01% NEW $116.73 -12.4%
1057 LFUS LITTELFUSE INC Technology 9,128.0 $2.3M 0.01% NEW $252.92 +72.4%
1058 PERIMETER SOLUTIONS INC 83,859.0 $2.3M 0.01% NEW $27.53
1059 OZK BANK OZK LITTLE ROCK ARK Financial Services 50,160.0 $2.3M 0.01% NEW $46.02 +2.8%
1060 CBU COMMUNITY FINANCIAL SYSTEM I Financial Services 40,187.0 $2.3M 0.01% NEW $57.44 +8.7%
Page 53 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%