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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 16 of 86  ·  1,718 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 CVNA CARVANA CO Consumer Cyclical 209,364.0 $13.8M 0.05% +163K +352.7% $65.82 +5.5%
302 WCN WASTE CONNECTIONS INC Industrials 82,250.0 $13.7M 0.05% -3K -3.7% $166.69 +1.1%
303 RSG REPUBLIC SVCS INC Industrials 64,035.0 $13.6M 0.05% -8K -11.0% $213.08 +3.4%
304 IDXX IDEXX LABS INC Healthcare 25,803.0 $13.6M 0.05% -2K -6.7% $526.44 +6.0%
305 DHI D R HORTON INC Consumer Cyclical 83,092.0 $13.5M 0.05% -5K -5.7% $162.88 -8.9%
306 ODFL OLD DOMINION FREIGHT LINE IN Industrials 61,983.0 $13.4M 0.05% -3K -5.0% $216.60 -5.4%
307 AMP AMERIPRISE FINL INC Financial Services 29,153.0 $13.4M 0.05% -2K -5.0% $458.76 +22.0%
308 JBL JABIL INC Technology 34,274.0 $13.2M 0.04% -2K -5.2% $385.48 -16.6%
309 ADSK AUTODESK INC Technology 67,418.0 $13.1M 0.04% -4K -5.8% $194.42 +29.1%
310 UDR UDR INC Real Estate 326,382.0 $13.0M 0.04% +5K +1.6% $39.92 -5.4%
311 SYY SYSCO CORP Consumer Defensive 154,930.0 $12.9M 0.04% -9K -5.3% $83.58 -0.1%
312 AHR AMERICAN HEALTHCARE REIT INC Real Estate 247,563.0 $12.9M 0.04% +30K +13.8% $52.15 +6.3%
313 ALNY ALNYLAM PHARMACEUTICALS INC Healthcare 42,883.0 $12.9M 0.04% -2K -5.0% $301.03 -21.7%
314 GLPI GAMING & LEISURE P Real Estate 288,495.0 $12.8M 0.04% $44.53 -3.0%
315 MSCI MSCI INC Financial Services 22,844.0 $12.8M 0.04% -3K -11.0% $560.04 +0.5%
316 EMLC VANECK ETF TRUST 500,000.0 $12.8M 0.04% $25.56 +0.8%
317 CBRE CBRE GROUP INC Real Estate 94,781.0 $12.8M 0.04% -6K -6.1% $134.69 +13.2%
318 BLOCK INC 167,837.0 $12.8M 0.04% -23K -12.1% $76.00
319 AMH AMERICAN HOMES 4 RENT Real Estate 380,116.0 $12.7M 0.04% -10K -2.6% $33.52 +2.6%
320 REGCO REGENCY CTRS CORP Real Estate 158,845.0 $12.7M 0.04% $79.74 -72.6%
Page 16 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%