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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 56 of 74  ·  1,472 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1101 CFR CULLEN FROST BANKERS INC Financial Services 17,901.0 $2.3M 0.01% NEW $126.63 +9.2%
1102 WHR WHIRLPOOL CORP Consumer Cyclical 31,404.0 $2.3M 0.01% NEW $72.14 -45.3%
1103 MTG MGIC INVT CORP WIS Financial Services 77,529.0 $2.3M 0.01% NEW $29.22 -9.7%
1104 MHK MOHAWK INDS INC Consumer Cyclical 20,721.0 $2.3M 0.01% NEW $109.30 -11.7%
1105 EXP EAGLE MATLS INC Basic Materials 10,943.0 $2.3M 0.01% NEW $206.68 -4.9%
1106 SSD SIMPSON MFG INC Industrials 14,004.0 $2.3M 0.01% NEW $161.47 +12.7%
1107 PRIM PRIMORIS SVCS CORP Industrials 18,215.0 $2.3M 0.01% NEW $124.14 -8.7%
1108 INSTALLED BLDG PRODS INC 8,710.0 $2.3M 0.01% NEW $259.39
1109 MMSI MERIT MED SYS INC Healthcare 25,625.0 $2.3M 0.01% NEW $88.14 -27.8%
1110 ARW ARROW ELECTRS INC Technology 20,483.0 $2.3M 0.01% NEW $110.18 +87.2%
1111 OLED UNIVERSAL DISPLAY CORP Technology 19,316.0 $2.3M 0.01% NEW $116.78 -23.4%
1112 CCS CENTURY CMNTYS INC Consumer Cyclical 38,006.0 $2.3M 0.01% NEW $59.35 -18.4%
1113 IRTC IRHYTHM TECHNOLOGIES INC Healthcare 12,712.0 $2.3M 0.01% NEW $177.44 -37.5%
1114 ABM ABM INDS INC Industrials 53,269.0 $2.3M 0.01% NEW $42.30 -8.1%
1115 GNTX GENTEX CORP Consumer Cyclical 96,807.0 $2.3M 0.01% NEW $23.27 -2.5%
1116 WAFD WAFD INC Financial Services 70,302.0 $2.3M 0.01% NEW $32.03 +9.5%
1117 RDN RADIAN GROUP INC Financial Services 62,554.0 $2.3M 0.01% NEW $35.99 +5.2%
1118 U HAUL HOLDING COMPANY 48,166.0 $2.3M 0.01% NEW $46.74
1119 ESAB ESAB CORPORATION Industrials 20,150.0 $2.3M 0.01% NEW $111.72 -21.2%
1120 AN AUTONATION INC Consumer Cyclical 10,898.0 $2.3M 0.01% NEW $206.48 -13.5%
Page 56 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%