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Portfolio (Quarterly) Guide ↗

State of New Jersey Common Pension Fund D

· CIK 0001483066
13F Portfolio $27.7B AUM Filed Jan 30, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 1472 New
Page 11 of 74  ·  1,472 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 MSI MOTOROLA SOLUTIONS INC Technology 56,241.0 $21.6M 0.08% NEW $383.32 +3.6%
202 APOS APOLLO GLOBAL MGMT INC Financial Services 148,803.0 $21.5M 0.08% NEW $144.76 -82.0%
203 AEP AMERICAN ELEC PWR CO INC Utilities 184,778.0 $21.3M 0.08% NEW $115.31 +9.2%
204 NET CLOUDFLARE INC Technology 107,741.0 $21.2M 0.08% NEW $197.15 +1.1%
205 ADSK AUTODESK INC Technology 71,609.0 $21.2M 0.08% NEW $296.01 -20.3%
206 CENCORA INC 62,659.0 $21.2M 0.08% NEW $337.75
207 PWR QUANTA SVCS INC Industrials 49,757.0 $21.0M 0.08% NEW $422.06 +78.8%
208 WDC WESTERN DIGITAL CORP Technology 119,311.0 $20.6M 0.07% NEW $172.27 +177.6%
209 SUI SUN CMNTYS INC Real Estate 165,011.0 $20.4M 0.07% NEW $123.91 -2.3%
210 VRT VERTIV HOLDINGS CO Industrials 125,140.0 $20.3M 0.07% NEW $162.01 +120.8%
211 STX SEAGATE TECHNOLOGY HLDNGS PL Technology 73,431.0 $20.2M 0.07% NEW $275.39 +185.0%
212 CL COLGATE PALMOLIVE CO Consumer Defensive 255,549.0 $20.2M 0.07% NEW $79.02 +13.0%
213 TFC TRUIST FINL CORP Financial Services 409,307.0 $20.1M 0.07% NEW $49.21 -4.6%
214 ABNB AIRBNB INC Consumer Cyclical 146,231.0 $19.8M 0.07% NEW $135.72 -2.0%
215 PCAR PACCAR INC Industrials 180,397.0 $19.8M 0.07% NEW $109.51 +0.8%
216 SRE SEMPRA Utilities 222,811.0 $19.7M 0.07% NEW $88.29 +2.7%
217 ROST ROSS STORES INC Consumer Cyclical 108,447.0 $19.5M 0.07% NEW $180.14 +18.2%
218 MNST MONSTER BEVERAGE CORP NEW Consumer Defensive 254,743.0 $19.5M 0.07% NEW $76.67 +13.5%
219 EOG EOG RES INC Energy 185,662.0 $19.5M 0.07% NEW $105.01 +31.8%
220 ZTS ZOETIS INC Healthcare 154,018.0 $19.4M 0.07% NEW $125.82 -40.5%
Page 11 of 74  ·  1,472 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 32.6%
Financial Services 12.7%
Consumer Cyclical 10.6%
Communication Services 10.0%
Healthcare 9.5%
Industrials 8.4%
Real Estate 4.6%
Consumer Defensive 4.5%
Energy 3.0%
Utilities 2.4%