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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 14 of 57  ·  1,139 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 BLOCK INC 167,837.0 $12.8M 0.04% -23K -12.1% $76.00
262 AMH AMERICAN HOMES 4 RENT Real Estate 380,116.0 $12.7M 0.04% -10K -2.6% $33.52 +2.5%
263 AIG AMERICAN INTL GROUP INC Financial Services 169,730.0 $12.6M 0.04% -12K -6.5% $74.53 +2.1%
264 GRMN GARMIN LTD Technology 53,125.0 $12.6M 0.04% -3K -5.8% $237.54 +24.1%
265 PEG PUBLIC SVC ENTERPRISE GROUP Utilities 154,268.0 $12.5M 0.04% -7K -4.2% $81.16 -10.5%
266 A AGILENT TECHNOLOGIES INC Healthcare 92,072.0 $12.2M 0.04% -4K -4.1% $132.83 +19.7%
267 VMC VULCAN MATLS CO Basic Materials 41,264.0 $12.2M 0.04% -4K -8.3% $295.01 -6.4%
268 IRM IRON MTN INC DEL Real Estate 96,274.0 $12.2M 0.04% -3K -3.2% $126.31 -3.4%
269 PYPL PAYPAL HLDGS INC Financial Services 280,128.0 $12.1M 0.04% -23K -7.6% $43.18 +42.5%
270 IBKR INTERACTIVE BROKERS GROUP IN Financial Services 138,235.0 $12.0M 0.04% -14K -9.1% $87.04 +7.8%
271 ON ON SEMICONDUCTOR CORP Technology 127,179.0 $12.0M 0.04% -10K -7.4% $94.54 -21.5%
272 PCG PG&E CORP Utilities 712,740.0 $12.0M 0.04% -32K -4.3% $16.82 +4.6%
273 WAT WATERS CORP Healthcare 31,963.0 $12.0M 0.04% -1K -4.2% $375.04 +9.5%
274 ADM ARCHER DANIELS MIDLAND CO Consumer Defensive 156,102.0 $11.9M 0.04% -7K -4.2% $76.40 +5.1%
275 EME EMCOR GROUP INC Industrials 14,259.0 $11.8M 0.04% -972.0 -6.4% $829.88 -6.4%
276 NTRA NATERA INC Healthcare 43,536.0 $11.8M 0.04% -1K -3.1% $271.45 +22.3%
277 NDAQ NASDAQ INC Financial Services 147,534.0 $11.6M 0.04% -1K -0.9% $78.82 +24.6%
278 KVUE KENVUE INC Consumer Defensive 603,605.0 $11.5M 0.04% -55K -8.3% $19.11 -0.3%
279 OXY OCCIDENTAL PETE CORP Energy 237,394.0 $11.5M 0.04% -10K -4.0% $48.57 +26.2%
280 WH WYNDHAM HOTELS & RESORTS INC Consumer Cyclical 132,999.0 $11.2M 0.04% -870.0 -0.7% $84.21 -11.4%
Page 14 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%