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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 19 of 57  ·  1,139 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
361 CHD CHURCH & DWIGHT CO INC Consumer Defensive 78,017.0 $7.6M 0.03% -1K -1.8% $96.88 +2.0%
362 DRI DARDEN RESTAURANTS INC Consumer Cyclical 36,602.0 $7.5M 0.03% -1K -3.1% $206.01 +7.6%
363 CDP COPT DEFENSE PROPERTIES Real Estate 206,641.0 $7.5M 0.03% -15K -6.9% $36.39 +2.4%
364 DLTR DOLLAR TREE INC Consumer Defensive 61,824.0 $7.5M 0.03% -5K -7.0% $120.95 +8.7%
365 LPLA LPL FINL HLDGS INC Financial Services 26,493.0 $7.5M 0.03% -805.0 -3.0% $281.68 +28.3%
366 RPRX ROYALTY PHARMA PLC Healthcare 132,910.0 $7.5M 0.03% -6K -4.2% $56.07 +9.3%
367 USFD US FOODS HLDG CORP Consumer Defensive 72,285.0 $7.4M 0.03% -2K -2.4% $102.25 +7.2%
368 AFRM AFFIRM HLDGS INC Technology 90,601.0 $7.4M 0.03% -4K -4.4% $81.55 -5.5%
369 MSTR STRATEGY INC Technology 84,858.0 $7.4M 0.03% -4K -4.6% $86.93 +37.2%
370 INSM INSMED INC Healthcare 68,049.0 $7.3M 0.03% -5K -6.6% $106.62 +18.0%
371 CHRW C H ROBINSON WORLDWIDE IN Industrials 38,220.0 $7.2M 0.03% -2K -4.9% $188.34 -24.8%
372 EXPAND ENERGY CORPORATION 78,078.0 $7.1M 0.02% -3K -4.1% $91.19
373 EXPD EXPEDITORS INTL WASH INC Industrials 43,609.0 $7.1M 0.02% -2K -4.0% $162.98 +15.2%
374 VLTO VERALTO CORP Industrials 78,261.0 $6.9M 0.02% -4K -5.4% $88.68 +11.4%
375 UTHR UNITED THERAPEUTICS CORP DEL Healthcare 12,754.0 $6.9M 0.02% -1K -8.8% $541.83 -5.3%
376 JBHT HUNT J B TRANS SVCS INC Industrials 23,711.0 $6.9M 0.02% -2K -9.2% $289.43 -4.8%
377 CORPAY INC 20,400.0 $6.8M 0.02% -2K -10.3% $333.27
378 LSCC LATTICE SEMICONDUCTOR CORP Technology 44,256.0 $6.8M 0.02% -3K -6.0% $152.96 -23.1%
379 ZM ZOOM COMMUNICATIONS INC Technology 77,660.0 $6.7M 0.02% -8K -9.2% $86.31 +24.5%
380 HEICO CORP NEW 25,945.0 $6.7M 0.02% -2K -8.2% $257.91
Page 19 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%