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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 52 of 57  ·  1,139 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1021 SIRIUSPOINT LTD 49,780.0 $1.2M 0.00% -52K -51.3% $24.00
1022 BILL BILL HOLDINGS INC Technology 32,978.0 $1.2M 0.00% -15K -31.6% $36.16 +31.1%
1023 ONDS ONDAS INC Technology 144,273.0 $1.2M 0.00% -53K -26.9% $8.24 -0.5%
1024 HE HAWAIIAN ELEC INDS INC MTN B Utilities 86,525.0 $1.2M 0.00% -56K -39.3% $13.53 -13.0%
1025 CC CHEMOURS CO Basic Materials 57,017.0 $1.2M 0.00% -53K -48.2% $20.52 -22.8%
1026 FLO FLOWERS FOODS INC Consumer Defensive 147,743.0 $1.2M 0.00% -80K -35.1% $7.90 -6.3%
1027 PFSI PENNYMAC FINL SVCS INC NEW Financial Services 13,364.0 $1.2M 0.00% -10K -44.0% $87.10 -13.5%
1028 CNNE CANNAE HLDGS INC Consumer Cyclical 80,315.0 $1.2M 0.00% -87K -52.0% $14.40 +4.6%
1029 AEO AMERICAN EAGLE OUTFITTERS IN Consumer Cyclical 67,187.0 $1.2M 0.00% -23K -25.5% $17.20 -7.6%
1030 CPRI CAPRI HOLDINGS LIMITED Consumer Cyclical 62,212.0 $1.2M 0.00% -43K -40.9% $18.57 -26.4%
1031 LCII LCI INDS Consumer Cyclical 10,884.0 $1.2M 0.00% -5K -29.4% $105.88 -1.2%
1032 MZTI MARZETTI COMPANY Consumer Defensive 10,072.0 $1.1M 0.00% -4K -26.7% $114.16 +0.2%
1033 OGN ORGANON & CO Healthcare 84,171.0 $1.1M 0.00% -5K -5.3% $13.54 +1.4%
1034 GPOR GULFPORT ENERGY CORP Energy 6,682.0 $1.1M 0.00% -4K -40.1% $169.70 +2.4%
1035 DNOW DNOW INC Energy 87,389.0 $1.1M 0.00% -50K -36.4% $12.97 +19.6%
1036 WK WORKIVA INC Technology 23,331.0 $1.1M 0.00% -15K -38.5% $48.51 +56.3%
1037 MDV MODIV INDUSTRIAL INC Real Estate 65,000.0 $1.1M 0.00% -40K -38.1% $17.40 +3.7%
1038 PSN PARSONS CORP DEL Industrials 21,504.0 $1.1M 0.00% -13K -37.0% $52.39 -13.3%
1039 STEP STEPSTONE GROUP INC Financial Services 27,180.0 $1.1M 0.00% -15K -35.0% $41.36 +18.7%
1040 DNLI DENALI THERAPEUTICS INC Healthcare 43,587.0 $1.1M 0.00% -4K -8.2% $25.72 -3.1%
Page 52 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 35.2%
Financial Services 11.3%
Consumer Cyclical 9.5%
Healthcare 9.2%
Industrials 9.0%
Communication Services 9.0%
Real Estate 4.9%
Consumer Defensive 4.4%
Energy 3.2%
Utilities 2.5%