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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 11 of 57  ·  1,139 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 HPE HEWLETT PACKARD ENTERPRISE C Technology 430,114.0 $19.4M 0.07% -16K -3.6% $45.11 +17.3%
202 FLEX FLEX LTD Technology 118,830.0 $19.3M 0.07% -5K -4.0% $162.07 -31.9%
203 KEYS KEYSIGHT TECHNOLOGIES INC Technology 54,959.0 $19.2M 0.07% -3K -5.6% $350.07 -9.6%
204 TEL TE CONNECTIVITY PLC Technology 95,354.0 $19.2M 0.07% -6K -5.8% $201.61 -0.5%
205 CTAS CINTAS CORP Industrials 112,925.0 $19.2M 0.07% -10K -8.3% $170.08 +19.7%
206 GWW WW GRAINGER INC Industrials 14,088.0 $19.2M 0.07% -1K -6.7% $1360.40 -4.4%
207 TGT TARGET CORP Consumer Defensive 146,613.0 $19.1M 0.07% -9K -5.9% $130.61 +21.1%
208 AJG GALLAGHER ARTHUR J & CO Financial Services 83,193.0 $19.1M 0.07% -5K -5.5% $229.57 +13.1%
209 KKR KKR & CO INC Financial Services 203,694.0 $18.7M 0.06% -12K -5.5% $91.78 +16.6%
210 INVH INVITATION HOMES INC Real Estate 608,119.0 $18.4M 0.06% -8K -1.4% $30.21 +0.2%
211 CTVA CORTEVA INC Basic Materials 214,096.0 $18.1M 0.06% -13K -5.9% $84.69 -6.2%
212 TRGP TARGA RES CORP Energy 67,615.0 $18.1M 0.06% -4K -5.3% $268.14 +12.7%
213 BKR BAKER HUGHES COMPANY Energy 325,991.0 $18.1M 0.06% -12K -3.7% $55.50 +13.1%
214 ROK ROCKWELL AUTOMATION INC Industrials 36,366.0 $18.0M 0.06% -2K -4.3% $495.08 -12.9%
215 FAST FASTENAL CO Industrials 372,641.0 $17.9M 0.06% -17K -4.4% $48.03 +5.5%
216 CARR CARRIER GLOBAL CORPORATION Industrials 241,672.0 $17.7M 0.06% -18K -6.8% $73.35 -18.0%
217 INFY INFOSYS LTD Technology 1,689,555.0 $17.7M 0.06% -1.3M -42.8% $10.49 +12.8%
218 AME AMETEK INC Industrials 73,035.0 $17.7M 0.06% -6K -8.0% $241.94 -1.2%
219 F FORD MTR CO Consumer Cyclical 1,263,944.0 $17.6M 0.06% -65K -4.9% $13.90 +0.8%
220 LHX L3HARRIS TECHNOLOGIES INC Industrials 60,327.0 $17.5M 0.06% -2K -3.5% $290.59 -6.9%
Page 11 of 57  ·  1,139 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%