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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 62 of 74  ·  1,472 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1221 MTH MERITAGE HOMES CORP Consumer Cyclical 32,839.0 $2.2M 0.01% NEW $65.80 -10.1%
1222 AWR AMER STATES WTR CO Utilities 29,807.0 $2.2M 0.01% NEW $72.48 +4.7%
1223 RLI RLI CORP Financial Services 33,764.0 $2.2M 0.01% NEW $63.98 -20.6%
1224 GPI GROUP 1 AUTOMOTIVE INC Consumer Cyclical 5,487.0 $2.2M 0.01% NEW $393.30 -20.3%
1225 ECG EVERUS CONSTR GROUP Industrials 25,212.0 $2.2M 0.01% NEW $85.56 +83.2%
1226 RIG TRANSOCEAN LTD Energy 522,242.0 $2.2M 0.01% NEW $4.13 +70.5%
1227 CIGI COLLIERS INTL GROUP INC Real Estate 14,670.0 $2.2M 0.01% NEW $147.01 -37.4%
1228 VNO VORNADO RLTY TR Real Estate 64,790.0 $2.2M 0.01% NEW $33.28 -8.1%
1229 CHE CHEMED CORP NEW Healthcare 5,031.0 $2.2M 0.01% NEW $427.86 +3.2%
1230 ADUS ADDUS HOMECARE CORP Healthcare 20,036.0 $2.2M 0.01% NEW $107.39 -13.7%
1231 BCPC BALCHEM CORP Basic Materials 14,009.0 $2.1M 0.01% NEW $153.36 +4.0%
1232 AM ANTERO MIDSTREAM CORP Energy 120,765.0 $2.1M 0.01% NEW $17.79 +25.2%
1233 VRNS VARONIS SYS INC Technology 65,478.0 $2.1M 0.01% NEW $32.80 -14.1%
1234 LIBERTY GLOBAL LTD 194,312.0 $2.1M 0.01% NEW $11.04
1235 NJR NEW JERSEY RES CORP Utilities 46,504.0 $2.1M 0.01% NEW $46.12 +24.3%
1236 POWL POWELL INDS INC Industrials 6,705.0 $2.1M 0.01% NEW $318.78 -8.2%
1237 CNX CNX RES CORP Energy 58,058.0 $2.1M 0.01% NEW $36.77 -0.6%
1238 AMSF AMERISAFE INC Financial Services 55,553.0 $2.1M 0.01% NEW $38.41 -18.2%
1239 DLB DOLBY LABORATORIES INC Technology 33,203.0 $2.1M 0.01% NEW $64.22 -15.6%
1240 MSM MSC INDL DIRECT INC Industrials 25,345.0 $2.1M 0.01% NEW $84.10 +24.4%
Page 62 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%