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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 7 of 57  ·  1,139 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 USB US BANCORP Financial Services 494,798.0 $29.9M 0.10% -10K -1.9% $60.40 +2.3%
122 MCK MCKESSON CORP Healthcare 39,272.0 $29.7M 0.10% -3K -7.2% $755.60 +11.0%
123 SPOT SPOTIFY TECHNOLOGY S A Communication Services 64,406.0 $29.6M 0.10% -7K -10.1% $459.13 +16.1%
124 ADP AUTOMATIC DATA PROCESSING IN Industrials 131,695.0 $29.5M 0.10% -6K -4.2% $223.95 +24.7%
125 WMB WILLIAMS COS INC Energy 394,508.0 $29.3M 0.10% -19K -4.6% $74.34 -3.6%
126 FCX FREEPORT MCMORAN INC Basic Materials 465,310.0 $29.3M 0.10% -33K -6.6% $62.89 +13.2%
127 WM WASTE MGMT INC DEL Industrials 129,634.0 $28.9M 0.10% -7K -5.0% $222.88 +0.9%
128 JCI JOHNSON CONTROLS INTERNATION Industrials 196,584.0 $28.7M 0.10% -13K -6.2% $146.11 -2.0%
129 CSX CSX CORP Industrials 599,966.0 $28.5M 0.10% -37K -5.8% $47.53 +7.2%
130 CMCSA COMCAST CORP NEW Communication Services 1,161,022.0 $28.5M 0.10% -73K -5.9% $24.55 +7.6%
131 BX BLACKSTONE INC Financial Services 240,453.0 $28.3M 0.10% -12K -4.8% $117.67 +20.1%
132 MMM 3M CO Industrials 170,128.0 $27.5M 0.09% -13K -6.9% $161.91 +10.0%
133 ELV ELEVANCE HEALTH INC FORMERLY Healthcare 70,789.0 $27.4M 0.09% -5K -6.0% $386.73 +2.5%
134 TMUS T-MOBILE US INC Communication Services 162,001.0 $27.2M 0.09% -12K -6.8% $167.73 +8.0%
135 SNOW SNOWFLAKE INC Technology 106,578.0 $27.1M 0.09% -4K -4.0% $254.50 +26.2%
136 ADBE ADOBE INC Technology 130,882.0 $26.8M 0.09% -12K -8.2% $205.02 +32.8%
137 SNPS SYNOPSYS INC Technology 59,211.0 $26.4M 0.09% -6K -8.9% $446.07 -10.8%
138 DDOG DATADOG INC Technology 100,941.0 $26.3M 0.09% -4K -3.8% $260.36 -10.7%
139 SLB SLB LIMITED Energy 565,003.0 $26.3M 0.09% -49K -7.9% $46.49 +15.2%
140 RCL ROYAL CARIBBEAN GROUP Consumer Cyclical 82,674.0 $26.3M 0.09% -5K -6.0% $317.53 -9.4%
Page 7 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%