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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 18 of 86  ·  1,718 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
341 KVUE KENVUE INC Consumer Defensive 603,605.0 $11.5M 0.04% -55K -8.3% $19.11 -0.9%
342 OXY OCCIDENTAL PETE CORP Energy 237,394.0 $11.5M 0.04% -10K -4.0% $48.57 +26.7%
343 WEC WEC ENERGY GROUP INC Utilities 97,774.0 $11.4M 0.04% $116.77 -7.1%
344 ZTO ZTO EXPRESS CAYMAN INC Industrials 509,092.0 $11.4M 0.04% $22.38 -4.5%
345 CARNIVAL CORP LTD 395,813.0 $11.3M 0.04% NEW $28.57
346 WH WYNDHAM HOTELS & RESORTS INC Consumer Cyclical 132,999.0 $11.2M 0.04% -870.0 -0.7% $84.21 -10.6%
347 HIG HARTFORD INSURANCE GROUP INC Financial Services 84,183.0 $11.2M 0.04% $132.52 +3.5%
348 HBAN HUNTINGTON BANCSHARES INC Financial Services 629,067.0 $11.2M 0.04% $17.73 -4.1%
349 ROP ROPER TECHNOLOGIES INC Industrials 32,917.0 $11.1M 0.04% -2K -5.0% $338.39 +21.3%
350 MLM MARTIN MARIETTA MATLS INC Basic Materials 19,254.0 $11.1M 0.04% -1K -5.2% $576.70 -8.9%
351 Q QNITY ELECTRONICS INC Technology 67,721.0 $11.1M 0.04% -4K -5.0% $163.31 -18.2%
352 FANG DIAMONDBACK ENERGY INC Energy 62,573.0 $11.0M 0.04% $175.78 +20.0%
353 XCCC BONDBLOXX ETF TRUST 300,000.0 $11.0M 0.04% $36.56 -2.4%
354 BRX BRIXMOR PPTY GROUP INC Real Estate 346,343.0 $10.9M 0.04% $31.53 -6.5%
355 ACGL ARCH CAP GROUP LTD Financial Services 112,251.0 $10.9M 0.04% -5K -4.6% $97.06 +2.3%
356 ELS EQUITY LIFESTYLE PROPERTIES Real Estate 168,658.0 $10.9M 0.04% $64.45 +1.5%
357 INGERSOLL RAND INC 130,419.0 $10.7M 0.04% -753.0 -0.6% $81.99
358 SHYG ISHARES TR 250,360.0 $10.6M 0.04% $42.41 -0.5%
359 IQVIA HLDGS INC 54,933.0 $10.6M 0.04% -3K -4.8% $193.22
360 CCI CROWN CASTLE INC Real Estate 139,354.0 $10.6M 0.04% -9K -6.2% $75.73 -0.4%
Page 18 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%