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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 11 of 86  ·  1,718 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 NXPI NXP SEMICONDUCTORS N V Technology 81,706.0 $23.0M 0.08% -3K -4.0% $281.03 -20.2%
202 HONEYWELL INTL INC 102,254.0 $22.9M 0.08% NEW $223.90
203 ADC AGREE RLTY CORP Real Estate 301,132.0 $22.8M 0.08% $75.74 -1.4%
204 NSC NORFOLK SOUTHN CORP Industrials 71,910.0 $22.6M 0.08% -4K -5.4% $314.59 +11.4%
205 HONEYWELL AEROSPACE INC 102,253.0 $22.6M 0.08% NEW $221.08
206 FIX COMFORT SYS USA INC Industrials 11,365.0 $22.5M 0.08% -735.0 -6.1% $1981.95 -16.2%
207 EOG EOG RES INC Energy 173,244.0 $22.5M 0.08% -8K -4.6% $129.73 +17.1%
208 CL COLGATE PALMOLIVE CO Consumer Defensive 244,801.0 $22.4M 0.08% -17K -6.5% $91.68 -1.5%
209 CIEN CIENA CORP Technology 45,720.0 $22.4M 0.08% -3K -5.8% $490.56 -19.6%
210 ICE INTERCONTINENTAL EXCHANGE IN Financial Services 181,907.0 $22.4M 0.08% -12K -6.4% $123.11 +30.1%
211 GM GENERAL MTRS CO Consumer Cyclical 290,532.0 $22.4M 0.08% -28K -8.7% $77.08 +11.8%
212 TRV TRAVELERS COMPANIES INC Financial Services 67,810.0 $22.4M 0.08% -8K -10.7% $330.12 +10.8%
213 FDX FEDEX CORP Industrials 71,432.0 $22.4M 0.08% -5K -6.4% $313.13 +4.6%
214 MSI MOTOROLA SOLUTIONS INC Technology 53,741.0 $22.3M 0.08% -3K -4.5% $415.29 +14.7%
215 DASH DOORDASH INC Communication Services 120,452.0 $22.2M 0.08% -11K -8.7% $184.53 +20.3%
216 MNST MONSTER BEVERAGE CORP NEW Consumer Defensive 230,646.0 $22.2M 0.08% -24K -9.5% $96.12 -50.7%
217 NOC NORTHROP GRUMMAN CORP Industrials 43,504.0 $22.2M 0.08% -3K -5.5% $509.31 +11.2%
218 FMX FOMENTO ECONOMICO MEXICANO S Consumer Defensive 172,481.0 $22.1M 0.07% -9K -4.8% $127.90 -6.6%
219 PSX PHILLIPS 66 Energy 130,452.0 $22.1M 0.07% -6K -4.4% $169.05 +43.3%
220 MCO MOODYS CORP Financial Services 48,593.0 $22.0M 0.07% -7K -12.1% $452.92 +10.1%
Page 11 of 86  ·  1,718 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%