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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 16 of 57  ·  1,139 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 TWLO TWILIO INC Communication Services 46,950.0 $9.7M 0.03% -5K -10.3% $206.33 +9.2%
302 MKSI MKS INC. Technology 21,768.0 $9.7M 0.03% -1K -6.1% $444.80 -37.3%
303 NRG NRG ENERGY INC Utilities 66,139.0 $9.7M 0.03% -636.0 -0.9% $146.06 -22.6%
304 TPR TAPESTRY INC Consumer Cyclical 65,755.0 $9.6M 0.03% -5K -6.6% $146.38 -11.1%
305 HAL HALLIBURTON CO Energy 280,176.0 $9.5M 0.03% -8K -2.6% $33.95 +4.1%
306 CASY CASEYS GEN STORES INC Consumer Cyclical 11,899.0 $9.5M 0.03% -534.0 -4.3% $794.79 +5.2%
307 GEHC GE HEALTHCARE TECHNOLOGIES I Healthcare 147,485.0 $9.4M 0.03% -4K -2.8% $64.01 +16.9%
308 EIX EDISON INTL Utilities 126,646.0 $9.4M 0.03% -3K -2.0% $74.45 -3.8%
309 LYV LIVE NATION ENTERTAINMENT IN Communication Services 51,106.0 $9.4M 0.03% -5K -9.0% $183.11 -0.7%
310 CRS CARPENTER TECHNOLOGY CORP Industrials 15,110.0 $9.3M 0.03% -2K -11.2% $616.84 -20.2%
311 CW CURTISS WRIGHT CORP Industrials 11,978.0 $9.1M 0.03% -312.0 -2.5% $757.76 -16.2%
312 WSM WILLIAMS SONOMA INC Consumer Cyclical 38,746.0 $9.0M 0.03% -2K -5.1% $233.10 +1.9%
313 PPL PPL CORP Utilities 246,334.0 $9.0M 0.03% -3K -1.2% $36.35 -5.4%
314 OTIS OTIS WORLDWIDE CORP Industrials 124,798.0 $8.9M 0.03% -6K -4.8% $71.60 -0.2%
315 FICO FAIR ISAAC CORP Technology 7,471.0 $8.9M 0.03% -619.0 -7.7% $1194.78 -1.9%
316 CCEP COCA-COLA EUROPACIFIC PARTNE Consumer Defensive 88,565.0 $8.9M 0.03% -6K -6.8% $100.07 +7.9%
317 ENTG ENTEGRIS INC Technology 49,228.0 $8.9M 0.03% -3K -5.7% $179.86 -20.1%
318 TECHNIPFMC PLC 133,169.0 $8.8M 0.03% -3K -2.2% $66.30
319 FTAI AVIATION LTD 32,459.0 $8.8M 0.03% -3K -8.0% $270.53
320 NVT NVENT ELEC PLC Industrials 51,478.0 $8.7M 0.03% -4K -6.8% $169.61 -10.4%
Page 16 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%