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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 13 of 57  ·  1,139 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 EA ELECTRONIC ARTS INC Communication Services 71,275.0 $14.6M 0.05% -9K -10.8% $205.04 +2.3%
242 CRDO CREDO TECHNOLOGY GROUP HOLDI Technology 53,676.0 $14.6M 0.05% -2K -3.8% $271.95 -15.2%
243 CMG CHIPOTLE MEXICAN GRILL INC Consumer Cyclical 427,058.0 $14.5M 0.05% -27K -5.9% $34.00 +8.5%
244 TTWO TAKE-TWO INTERACTIVE SOFTWAR Communication Services 56,350.0 $14.1M 0.05% -6K -9.6% $249.98 -4.1%
245 YUM YUM BRANDS INC Consumer Cyclical 87,916.0 $14.1M 0.05% -6K -6.7% $159.86 -4.3%
246 BDX BECTON DICKINSON & CO Healthcare 92,478.0 $14.0M 0.05% -4K -3.8% $151.33 +26.9%
247 AXON AXON ENTERPRISE INC Industrials 24,831.0 $13.9M 0.05% -868.0 -3.4% $560.61 +12.0%
248 KDP KEURIG DR PEPPER INC Consumer Defensive 422,066.0 $13.8M 0.05% -15K -3.5% $32.73 -2.1%
249 WCN WASTE CONNECTIONS INC Industrials 82,250.0 $13.7M 0.05% -3K -3.7% $166.69 +1.6%
250 RSG REPUBLIC SVCS INC Industrials 64,035.0 $13.6M 0.05% -8K -11.0% $213.08 +3.6%
251 IDXX IDEXX LABS INC Healthcare 25,803.0 $13.6M 0.05% -2K -6.7% $526.44 +5.8%
252 DHI D R HORTON INC Consumer Cyclical 83,092.0 $13.5M 0.05% -5K -5.7% $162.88 -8.9%
253 ODFL OLD DOMINION FREIGHT LINE IN Industrials 61,983.0 $13.4M 0.05% -3K -5.0% $216.60 -4.7%
254 AMP AMERIPRISE FINL INC Financial Services 29,153.0 $13.4M 0.05% -2K -5.0% $458.76 +21.1%
255 JBL JABIL INC Technology 34,274.0 $13.2M 0.04% -2K -5.2% $385.48 -18.7%
256 ADSK AUTODESK INC Technology 67,418.0 $13.1M 0.04% -4K -5.8% $194.42 +30.6%
257 SYY SYSCO CORP Consumer Defensive 154,930.0 $12.9M 0.04% -9K -5.3% $83.58 +0.6%
258 ALNY ALNYLAM PHARMACEUTICALS INC Healthcare 42,883.0 $12.9M 0.04% -2K -5.0% $301.03 -21.5%
259 MSCI MSCI INC Financial Services 22,844.0 $12.8M 0.04% -3K -11.0% $560.04 +0.6%
260 CBRE CBRE GROUP INC Real Estate 94,781.0 $12.8M 0.04% -6K -6.1% $134.69 +12.9%
Page 13 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 36.1%
Financial Services 11.4%
Consumer Cyclical 9.7%
Healthcare 9.4%
Industrials 9.2%
Communication Services 6.9%
Real Estate 5.0%
Consumer Defensive 4.5%
Energy 3.3%
Utilities 2.6%