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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 13 of 86  ·  1,718 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 HPE HEWLETT PACKARD ENTERPRISE C Technology 430,114.0 $19.4M 0.07% -16K -3.6% $45.11 +17.2%
242 FLEX FLEX LTD Technology 118,830.0 $19.3M 0.07% -5K -4.0% $162.07 -32.0%
243 KEYS KEYSIGHT TECHNOLOGIES INC Technology 54,959.0 $19.2M 0.07% -3K -5.6% $350.07 -10.2%
244 TEL TE CONNECTIVITY PLC Technology 95,354.0 $19.2M 0.07% -6K -5.8% $201.61 -0.1%
245 CTAS CINTAS CORP Industrials 112,925.0 $19.2M 0.07% -10K -8.3% $170.08 +19.4%
246 GWW WW GRAINGER INC Industrials 14,088.0 $19.2M 0.07% -1K -6.7% $1360.40 -4.6%
247 TGT TARGET CORP Consumer Defensive 146,613.0 $19.1M 0.07% -9K -5.9% $130.61 +22.0%
248 AJG GALLAGHER ARTHUR J & CO Financial Services 83,193.0 $19.1M 0.07% -5K -5.5% $229.57 +13.6%
249 KKR KKR & CO INC Financial Services 203,694.0 $18.7M 0.06% -12K -5.5% $91.78 +17.5%
250 INVH INVITATION HOMES INC Real Estate 608,119.0 $18.4M 0.06% -8K -1.4% $30.21 +0.8%
251 CTVA CORTEVA INC Basic Materials 214,096.0 $18.1M 0.06% -13K -5.9% $84.69 -5.7%
252 TRGP TARGA RES CORP Energy 67,615.0 $18.1M 0.06% -4K -5.3% $268.14 +12.3%
253 BKR BAKER HUGHES COMPANY Energy 325,991.0 $18.1M 0.06% -12K -3.7% $55.50 +13.1%
254 O REALTY INCOME CORP Real Estate 291,585.0 $18.1M 0.06% $61.96 +2.5%
255 ROK ROCKWELL AUTOMATION INC Industrials 36,366.0 $18.0M 0.06% -2K -4.3% $495.08 -12.8%
256 OKE ONEOK INC NEW Energy 205,982.0 $17.9M 0.06% $86.94 +9.3%
257 FAST FASTENAL CO Industrials 372,641.0 $17.9M 0.06% -17K -4.4% $48.03 +5.3%
258 KASPI KZ JSC 205,607.0 $17.8M 0.06% +8K +4.3% $86.64
259 CARR CARRIER GLOBAL CORPORATION Industrials 241,672.0 $17.7M 0.06% -18K -6.8% $73.35 -18.1%
260 INFY INFOSYS LTD Technology 1,689,555.0 $17.7M 0.06% -1.3M -42.8% $10.49 +13.5%
Page 13 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%