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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 27 of 57  ·  1,139 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
521 DKNG DRAFTKINGS INC NEW Consumer Cyclical 142,999.0 $3.6M 0.01% -10K -6.7% $25.26 +3.6%
522 AYI ACUITY INC Industrials 9,535.0 $3.6M 0.01% -901.0 -8.6% $376.66 -8.9%
523 VIAV VIAVI SOLUTIONS INC Technology 74,818.0 $3.6M 0.01% -11K -12.4% $47.75 -18.5%
524 AVY AVERY DENNISON CORP Industrials 21,989.0 $3.6M 0.01% -2K -8.9% $162.35 +13.2%
525 BBIO BRIDGEBIO PHARMA INC Healthcare 47,460.0 $3.5M 0.01% -2K -3.9% $74.48 +9.4%
526 AES AES CORP Utilities 240,968.0 $3.5M 0.01% -3K -1.2% $14.66 +0.8%
527 ARW ARROW ELECTRS INC Technology 16,310.0 $3.5M 0.01% -1K -7.5% $213.41 -1.2%
528 PODD INSULET CORP Healthcare 22,818.0 $3.5M 0.01% -2K -6.5% $152.25 -2.7%
529 AMKR AMKOR TECHNOLOGY INC Technology 40,064.0 $3.5M 0.01% -7K -14.0% $86.23 -41.7%
530 TKR TIMKEN CO Industrials 23,728.0 $3.4M 0.01% -2K -7.1% $145.32 -13.9%
531 CACI CACI INTL INC Technology 7,398.0 $3.4M 0.01% -38.0 -0.5% $463.26 +39.7%
532 QXO QXO INC Industrials 198,111.0 $3.4M 0.01% -11K -5.2% $17.28 -20.4%
533 AGX ARGAN INC Industrials 4,257.0 $3.4M 0.01% -947.0 -18.2% $798.55 -37.2%
534 HL HECLA MINING COMPANY Basic Materials 220,222.0 $3.4M 0.01% -19K -7.8% $15.43 +34.3%
535 BTSG BRIGHTSPRING HEALTH SVCS INC Healthcare 48,210.0 $3.4M 0.01% -7K -12.5% $69.74 -15.6%
536 FIVE FIVE BELOW INC Consumer Cyclical 18,660.0 $3.4M 0.01% -1K -7.3% $179.79 +39.2%
537 VSAT VIASAT INC Technology 37,332.0 $3.4M 0.01% -12K -23.9% $89.81 -16.8%
538 PINS PINTEREST INC Communication Services 157,602.0 $3.3M 0.01% -51K -24.4% $21.03 +11.3%
539 AR ANTERO RESOURCES CORP Energy 93,891.0 $3.3M 0.01% -6K -5.6% $35.14 +8.0%
540 BMRN BIOMARIN PHARMACEUTICAL INC Healthcare 57,522.0 $3.3M 0.01% -5K -7.8% $57.22 +16.6%
Page 27 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%