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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 46 of 57  ·  1,139 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
901 SYNA SYNAPTICS INC Technology 12,210.0 $1.5M 0.01% -15K -54.9% $124.23 -21.4%
902 BKU BANKUNITED INC Financial Services 31,297.0 $1.5M 0.01% -15K -31.8% $48.45 -4.4%
903 WAFD WAFD INC Financial Services 39,421.0 $1.5M 0.01% -28K -41.7% $38.37 -5.2%
904 BXMT BLACKSTONE MORTGAGE TRUST IN Real Estate 89,124.0 $1.5M 0.01% -28K -23.6% $16.95 -15.8%
905 LBRT LIBERTY ENERGY INC Energy 57,663.0 $1.5M 0.01% -26K -31.1% $26.19 -26.1%
906 MIR MIRION TECHNOLOGIES INC Industrials 84,156.0 $1.5M 0.01% -21K -19.7% $17.93 -17.3%
907 VCYT VERACYTE INC Healthcare 25,692.0 $1.5M 0.01% -1K -4.9% $58.73 -28.0%
908 CHWY CHEWY INC Consumer Cyclical 76,564.0 $1.5M 0.01% -10K -12.0% $19.65 +22.2%
909 SHO SUNSTONE HOTEL INVS INC NEW Real Estate 131,379.0 $1.5M 0.01% -108K -45.2% $11.45 -1.4%
910 BHF BRIGHTHOUSE FINL INC Financial Services 23,763.0 $1.5M 0.01% -12K -32.7% $63.30 -17.4%
911 WHD CACTUS INC Energy 29,240.0 $1.5M 0.01% -9K -23.6% $51.23 +35.5%
912 ANF ABERCROMBIE & FITCH CO Consumer Cyclical 16,601.0 $1.5M 0.01% -7K -29.2% $90.01 +21.1%
913 HCC WARRIOR MET COAL INC Energy 18,347.0 $1.5M 0.01% -8K -30.2% $81.16 +31.5%
914 ITRI ITRON INC Technology 17,200.0 $1.5M 0.01% -5K -24.2% $86.53 +15.6%
915 CRSP CRISPR THERAPEUTICS AG Healthcare 27,270.0 $1.5M 0.01% -2K -7.0% $54.54 +9.1%
916 HNI HNI CORP Industrials 36,700.0 $1.5M 0.01% -8K -18.2% $40.41 +21.8%
917 FUL FULLER H B CO Basic Materials 25,441.0 $1.5M 0.01% -9K -26.2% $58.29 +0.7%
918 KAI KADANT INC Industrials 4,712.0 $1.5M 0.01% -2K -31.5% $314.23 -0.3%
919 CVSA COVISTA INC Consumer Cyclical 11,873.0 $1.5M 0.01% -11K -48.9% $124.66 +6.2%
920 OSW ONESPAWORLD HOLDINGS LIMITED Consumer Cyclical 52,190.0 $1.5M 0.01% -48K -48.0% $28.24 -5.5%
Page 46 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%