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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 34 of 57  ·  1,139 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
661 U HAUL HOLDING COMPANY 40,347.0 $2.3M 0.01% -7K -14.2% $57.70
662 TRST TRUSTCO BK CORP N Y Financial Services 42,390.0 $2.3M 0.01% -29K -40.9% $54.91 +3.5%
663 LEA LEAR CORP Consumer Cyclical 17,344.0 $2.3M 0.01% -188.0 -1.1% $134.06 -4.1%
664 HIMS HIMS & HERS HEALTH INC Healthcare 66,938.0 $2.3M 0.01% -75K -52.9% $34.67 -2.6%
665 FIBK FIRST INTST BANCSYSTEM INC Financial Services 59,988.0 $2.3M 0.01% -565.0 -0.9% $38.56 -2.8%
666 MAC MACERICH CO Real Estate 91,603.0 $2.3M 0.01% -22K -19.5% $25.19 -3.2%
667 FAF FIRST AMERN FINL CORP Financial Services 33,631.0 $2.3M 0.01% -2K -5.0% $68.59 +4.6%
668 AM ANTERO MIDSTREAM CORP Energy 101,305.0 $2.3M 0.01% -19K -16.1% $22.75 -2.7%
669 PCVX VAXCYTE INC Healthcare 39,555.0 $2.3M 0.01% -709.0 -1.8% $58.13 +7.7%
670 ETSY INC 30,503.0 $2.3M 0.01% -16K -34.7% $75.33
671 VNO VORNADO RLTY TR Real Estate 58,363.0 $2.3M 0.01% -18K -23.8% $39.30 -3.6%
672 DEI DOUGLAS EMMETT INC Real Estate 193,855.0 $2.3M 0.01% -111K -36.5% $11.80 -0.1%
673 WASH WASHINGTON TR BANCORP INC Financial Services 62,671.0 $2.3M 0.01% -17K -21.3% $36.48 +8.9%
674 SIGI SELECTIVE INS GROUP INC Financial Services 23,548.0 $2.3M 0.01% -3K -11.1% $97.01 -5.7%
675 FBIN FORTUNE BRANDS INNOVATIONS I Industrials 41,312.0 $2.3M 0.01% -3K -7.7% $54.90 -18.9%
676 BRKR BRUKER CORP Healthcare 37,677.0 $2.3M 0.01% -20K -35.1% $60.18 -1.0%
677 MTH MERITAGE HOMES CORP Consumer Cyclical 27,013.0 $2.3M 0.01% -3K -10.1% $83.85 -14.5%
678 RNST RENASANT CORP Financial Services 53,218.0 $2.3M 0.01% -3K -5.0% $42.54 -2.4%
679 M MACYS INC Consumer Cyclical 95,779.0 $2.3M 0.01% -6K -6.3% $23.55 -3.1%
680 MOS MOSAIC CO Basic Materials 106,352.0 $2.3M 0.01% -3K -2.8% $21.19 +15.2%
Page 34 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%