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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 22 of 57  ·  1,139 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
421 ZBH ZIMMER BIOMET HOLDINGS INC Healthcare 62,977.0 $5.4M 0.02% -2K -3.3% $86.09 +17.3%
422 WCC WESCO INTL INC Industrials 15,651.0 $5.4M 0.02% -180.0 -1.1% $345.43 +1.1%
423 WY WEYERHAEUSER CO Real Estate 224,389.0 $5.4M 0.02% -6K -2.7% $23.94 +2.0%
424 CF CF INDUSTRIES HOLD Basic Materials 49,433.0 $5.4M 0.02% -2K -3.8% $108.26 +19.8%
425 IRT INDEPENDENCE RLTY TR INC Real Estate 316,971.0 $5.3M 0.02% -33K -9.4% $16.69 -0.6%
426 SOMNIGROUP INTERNATIONAL INC 67,191.0 $5.3M 0.02% -923.0 -1.4% $78.40
427 WRB BERKLEY W R CORP Financial Services 74,166.0 $5.2M 0.02% -7K -8.6% $70.53 -2.7%
428 SITM SITIME CORP Technology 7,016.0 $5.2M 0.02% -787.0 -10.1% $745.56 -17.5%
429 ALB ALBEMARLE CORP Basic Materials 38,507.0 $5.2M 0.02% -3K -6.5% $135.03 +6.1%
430 NBIX NEUROCRINE BIOSCIENCES INC Healthcare 30,829.0 $5.2M 0.02% -3K -9.5% $168.53 -9.5%
431 TSN TYSON FOODS INC Consumer Defensive 90,591.0 $5.2M 0.02% -1K -1.4% $57.25 +2.1%
432 MAS MASCO CORP Industrials 63,718.0 $5.2M 0.02% -4K -6.2% $81.37 -9.9%
433 THC TENET HEALTHCARE CORP Healthcare 27,710.0 $5.2M 0.02% -2K -5.7% $187.08 +50.1%
434 CUZ COUSINS PPTYS INC Real Estate 168,984.0 $5.1M 0.02% -22K -11.3% $29.98 -1.0%
435 BALL BALL CORP Consumer Cyclical 80,654.0 $5.0M 0.02% -8K -9.1% $62.40 +1.9%
436 J JACOBS SOLUTIONS INC Industrials 39,267.0 $4.9M 0.02% -644.0 -1.6% $126.00 +19.1%
437 BBY BEST BUY INC Consumer Cyclical 64,552.0 $4.9M 0.02% -2K -3.3% $75.88 +13.2%
438 SWK STANLEY BLACK & DECKER INC Industrials 51,979.0 $4.9M 0.02% -380.0 -0.7% $94.12 +6.3%
439 SMCI SUPER MICRO COMPUTER INC Technology 166,414.0 $4.9M 0.02% -17K -9.3% $29.33 +27.0%
440 SMTC SEMTECH CORP Technology 30,055.0 $4.9M 0.02% -3K -8.7% $161.85 -23.3%
Page 22 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%