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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 55 of 57  ·  1,139 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1081 EOSE EOS ENERGY ENTERPRISES INC Industrials 131,834.0 $775K 0.00% -65K -32.9% $5.88 -36.4%
1082 KINIKSA PHARMACEUTICALS INTL 11,873.0 $759K 0.00% -474.0 -3.8% $63.95
1083 VCEL VERICEL CORP Healthcare 16,468.0 $733K 0.00% -816.0 -4.7% $44.49 -2.1%
1084 PBH PRESTIGE CONSMR HEALTHCARE I Healthcare 15,300.0 $723K 0.00% -1K -6.9% $47.27 +9.3%
1085 RLAY RELAY THERAPEUTICS INC Healthcare 38,147.0 $714K 0.00% -3K -8.0% $18.71 +10.8%
1086 CALX CALIX INC Technology 18,802.0 $702K 0.00% -22K -54.1% $37.32 +8.7%
1087 BCRX BIOCRYST PHARMACEUTICALS INC Healthcare 66,903.0 $669K 0.00% -4K -5.5% $10.00 +0.7%
1088 AGIO AGIOS PHARMACEUTICALS INC Healthcare 17,998.0 $668K 0.00% -866.0 -4.6% $37.11 -5.4%
1089 EWTX EDGEWISE THERAPEUTICS INC Healthcare 15,608.0 $634K 0.00% -2K -13.7% $40.63 +14.3%
1090 IMNM IMMUNOME INC Healthcare 29,265.0 $620K 0.00% -3K -8.7% $21.19 +40.8%
1091 ALMS ALUMIS INC Healthcare 21,899.0 $616K 0.00% -188.0 -0.8% $28.14 -14.7%
1092 TARS TARSUS PHARMACEUTICALS INC Healthcare 9,632.0 $606K 0.00% -1K -11.5% $62.94 +16.7%
1093 ADMA ADMA BIOLOGICS INC Healthcare 71,364.0 $597K 0.00% -10K -12.3% $8.37 +20.1%
1094 BIOHAVEN LTD 40,126.0 $597K 0.00% -5K -10.2% $14.88
1095 SNDX SYNDAX PHARMACEUTICALS INC Healthcare 27,093.0 $592K 0.00% -875.0 -3.1% $21.86 -5.0%
1096 DISC MEDICINE INC 8,020.0 $587K 0.00% -297.0 -3.6% $73.14
1097 AUPH AURINIA PHARMACEUTICALS INC Healthcare 34,396.0 $584K 0.00% -4K -10.2% $16.97 -4.7%
1098 SRPT SAREPTA THERAPEUTICS INC Healthcare 32,250.0 $580K 0.00% -2K -5.2% $17.97 +9.8%
1099 ELVN ENLIVEN THERAPEUTICS INC Healthcare 10,829.0 $550K 0.00% -326.0 -2.9% $50.75 +17.0%
1100 CELC CELCUITY INC Healthcare 5,080.0 $531K 0.00% -2K -28.6% $104.62 -10.5%
Page 55 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%