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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 14 of 86  ·  1,718 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 AME AMETEK INC Industrials 73,035.0 $17.7M 0.06% -6K -8.0% $241.94 +0.5%
262 F FORD MTR CO Consumer Cyclical 1,263,944.0 $17.6M 0.06% -65K -4.9% $13.90 +4.2%
263 LHX L3HARRIS TECHNOLOGIES INC Industrials 60,327.0 $17.5M 0.06% -2K -3.5% $290.59 -4.6%
264 CAH CARDINAL HEALTH INC Healthcare 73,562.0 $17.5M 0.06% -7K -8.4% $237.56 -1.1%
265 VST VISTRA CORP Utilities 109,760.0 $17.4M 0.06% -7K -5.7% $158.63 -10.0%
266 TEVA TEVA PHARMACEUTICAL INDS LTD Healthcare 511,409.0 $17.3M 0.06% -13K -2.5% $33.88 +10.6%
267 EW EDWARDS LIFESCIENCES CORP Healthcare 188,422.0 $17.0M 0.06% -12K -5.9% $90.46 +2.0%
268 AFL AFLAC INC Financial Services 145,313.0 $17.0M 0.06% -23K -13.5% $117.25 -0.6%
269 RKLB ROCKET LAB CORP Industrials 167,576.0 $17.0M 0.06% +2K +1.2% $101.65 -25.4%
270 AZO AUTOZONE INC Consumer Cyclical 5,322.0 $17.0M 0.06% -332.0 -5.9% $3195.94 -3.7%
271 CENCORA INC 58,771.0 $16.6M 0.06% -4K -6.2% $282.98
272 ENTERGY CORP NEW 143,715.0 $16.5M 0.06% -10K -6.3% $114.86
273 APOS APOLLO GLOBAL MGMT INC Financial Services 137,238.0 $16.2M 0.06% -12K -7.8% $118.31 -78.4%
274 NKE NIKE INC Consumer Cyclical 394,484.0 $16.2M 0.06% -16K -4.0% $41.05 +0.0%
275 XEL XCEL ENERGY INC Utilities 200,668.0 $16.1M 0.06% $80.30 -1.1%
276 HTHT H WORLD GROUP LTD Consumer Cyclical 382,850.0 $16.0M 0.06% +119K +44.9% $41.72 +16.5%
277 MCHP MICROCHIP TECHNOLOGY INC. Technology 174,972.0 $16.0M 0.05% -8K -4.5% $91.20 -15.5%
278 NUE NUCOR CORP Basic Materials 71,529.0 $15.9M 0.05% -7K -8.4% $222.75 +11.7%
279 LNG CHENIERE ENERGY INC Energy 66,656.0 $15.9M 0.05% -7K -9.7% $239.01 +14.8%
280 FITB FIFTH THIRD BANCORP Financial Services 280,876.0 $15.8M 0.05% $56.37 -2.5%
Page 14 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%