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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 28 of 57  ·  1,139 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
541 BLD TOPBUILD COR Industrials 9,252.0 $3.3M 0.01% -200.0 -2.1% $354.53 -0.0%
542 LXP INDUSTRIAL TRUST 60,725.0 $3.3M 0.01% -19K -23.6% $53.88
543 GWRE GUIDEWIRE SOFTWARE INC Technology 26,524.0 $3.3M 0.01% -1K -5.1% $123.05 +53.8%
544 W WAYFAIR INC Consumer Cyclical 35,095.0 $3.2M 0.01% -548.0 -1.5% $92.42 +9.8%
545 OSK OSHKOSH CORP Industrials 21,003.0 $3.2M 0.01% -1K -6.0% $153.48 +2.4%
546 BLDR BUILDERS FIRSTSOURCE INC Industrials 35,613.0 $3.2M 0.01% -2K -4.3% $89.48 -21.5%
547 U UNITY SOFTWARE INC Technology 111,053.0 $3.2M 0.01% -11K -8.7% $28.58 +64.2%
548 APLD APPLIED DIGITAL CORP Technology 84,822.0 $3.2M 0.01% -4K -4.3% $37.30 -27.1%
549 R RYDER SYS INC Industrials 11,982.0 $3.2M 0.01% -1K -7.8% $263.77 -5.3%
550 CNH INDL N V 280,675.0 $3.2M 0.01% -33K -10.6% $11.23
551 COKE COCA COLA CONS INC Consumer Defensive 16,494.0 $3.1M 0.01% -264.0 -1.6% $190.92 -1.0%
552 GAMESTOP CORP 142,296.0 $3.1M 0.01% -4K -2.7% $22.08
553 EHC ENCOMPASS HEALTH CORP Healthcare 31,076.0 $3.1M 0.01% -2K -5.2% $101.08 +19.0%
554 ARWR ARROWHEAD PHARMACEUTICALS IN Healthcare 38,486.0 $3.1M 0.01% -3K -7.9% $81.51 +6.9%
555 RIOT RIOT PLATFORMS INC Financial Services 113,807.0 $3.1M 0.01% -25K -17.9% $27.38 -27.6%
556 FROG JFROG LTD Technology 34,282.0 $3.1M 0.01% -10K -23.3% $90.88 +1.4%
557 ALSN ALLISON TRANSMISSION HLDGS I Consumer Cyclical 27,624.0 $3.1M 0.01% -2K -5.5% $112.74 +18.2%
558 FLS FLOWSERVE CORP Industrials 41,772.0 $3.1M 0.01% -2K -4.3% $74.16 +7.1%
559 CNM CORE & MAIN INC Industrials 64,123.0 $3.1M 0.01% -512.0 -0.8% $48.25 -7.0%
560 BROS DUTCH BROS INC Consumer Cyclical 43,080.0 $3.1M 0.01% -2K -4.7% $71.81 -30.6%
Page 28 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%