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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 17 of 86  ·  1,718 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
321 AIG AMERICAN INTL GROUP INC Financial Services 169,730.0 $12.6M 0.04% -12K -6.5% $74.53 +1.9%
322 GRMN GARMIN LTD Technology 53,125.0 $12.6M 0.04% -3K -5.8% $237.54 +23.8%
323 PEG PUBLIC SVC ENTERPRISE GROUP Utilities 154,268.0 $12.5M 0.04% -7K -4.2% $81.16 -7.7%
324 ED CONSOLIDATED EDISON INC Utilities 110,828.0 $12.3M 0.04% $110.63 -1.7%
325 KMB KIMBERLY-CLARK CORP Consumer Defensive 111,496.0 $12.2M 0.04% $109.77 -0.7%
326 A AGILENT TECHNOLOGIES INC Healthcare 92,072.0 $12.2M 0.04% -4K -4.1% $132.83 +18.2%
327 VMC VULCAN MATLS CO Basic Materials 41,264.0 $12.2M 0.04% -4K -8.3% $295.01 -7.8%
328 IRM IRON MTN INC DEL Real Estate 96,274.0 $12.2M 0.04% -3K -3.2% $126.31 -2.3%
329 PYPL PAYPAL HLDGS INC Financial Services 280,128.0 $12.1M 0.04% -23K -7.6% $43.18 +45.2%
330 IBKR INTERACTIVE BROKERS GROUP IN Financial Services 138,235.0 $12.0M 0.04% -14K -9.1% $87.04 +4.1%
331 ON ON SEMICONDUCTOR CORP Technology 127,179.0 $12.0M 0.04% -10K -7.4% $94.54 -20.4%
332 PCG PG&E CORP Utilities 712,740.0 $12.0M 0.04% -32K -4.3% $16.82 +8.4%
333 WAT WATERS CORP Healthcare 31,963.0 $12.0M 0.04% -1K -4.2% $375.04 +9.1%
334 ARCO ARCOS DORADOS HLDGS INC Consumer Cyclical 1,486,822.0 $12.0M 0.04% $8.06 -3.3%
335 ADM ARCHER DANIELS MIDLAND CO Consumer Defensive 156,102.0 $11.9M 0.04% -7K -4.2% $76.40 +8.2%
336 EME EMCOR GROUP INC Industrials 14,259.0 $11.8M 0.04% -972.0 -6.4% $829.88 -5.2%
337 NTRA NATERA INC Healthcare 43,536.0 $11.8M 0.04% -1K -3.1% $271.45 +20.1%
338 CPT CAMDEN PPTY TR Real Estate 103,207.0 $11.8M 0.04% $114.49 -5.1%
339 NDAQ NASDAQ INC Financial Services 147,534.0 $11.6M 0.04% -1K -0.9% $78.82 +24.5%
340 PRU PRUDENTIAL FINL INC Financial Services 107,712.0 $11.6M 0.04% $107.93 +12.7%
Page 17 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%