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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 20 of 86  ·  1,718 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
381 TDY TELEDYNE TECHNOLOGIES INC Technology 14,660.0 $9.8M 0.03% -763.0 -5.0% $666.90 -4.9%
382 YUMC YUM CHINA HLDGS INC Consumer Cyclical 239,214.0 $9.8M 0.03% $40.87 +19.6%
383 ZTS ZOETIS INC Healthcare 135,971.0 $9.8M 0.03% -15K -9.7% $71.86 +4.5%
384 EXPE EXPEDIA GROUP INC Consumer Cyclical 38,126.0 $9.8M 0.03% -2K -3.9% $255.88 +26.7%
385 TWLO TWILIO INC Communication Services 46,950.0 $9.7M 0.03% -5K -10.3% $206.33 +6.6%
386 MKSI MKS INC. Technology 21,768.0 $9.7M 0.03% -1K -6.1% $444.80 -36.6%
387 NRG NRG ENERGY INC Utilities 66,139.0 $9.7M 0.03% -636.0 -0.9% $146.06 -21.0%
388 TPR TAPESTRY INC Consumer Cyclical 65,755.0 $9.6M 0.03% -5K -6.6% $146.38 -11.3%
389 XYL XYLEM INC Industrials 80,470.0 $9.5M 0.03% $118.21 -4.0%
390 HAL HALLIBURTON CO Energy 280,176.0 $9.5M 0.03% -8K -2.6% $33.95 +5.1%
391 DOV DOVER CORP Industrials 42,276.0 $9.5M 0.03% $224.28 -10.9%
392 RMD RESMED INC Healthcare 48,543.0 $9.5M 0.03% $194.88 +17.2%
393 CASY CASEYS GEN STORES INC Consumer Cyclical 11,899.0 $9.5M 0.03% -534.0 -4.3% $794.79 +4.2%
394 GEHC GE HEALTHCARE TECHNOLOGIES I Healthcare 147,485.0 $9.4M 0.03% -4K -2.8% $64.01 +15.7%
395 EIX EDISON INTL Utilities 126,646.0 $9.4M 0.03% -3K -2.0% $74.45 +0.3%
396 FRT FEDERAL RLTY INVT TR NEW Real Estate 76,223.0 $9.4M 0.03% $123.44 -5.0%
397 AEE AMEREN CORP Utilities 83,049.0 $9.4M 0.03% $113.04 -3.8%
398 CINF CINCINNATI FINL CORP Financial Services 50,644.0 $9.4M 0.03% $185.14 -9.2%
399 LYV LIVE NATION ENTERTAINMENT IN Communication Services 51,106.0 $9.4M 0.03% -5K -9.0% $183.11 -0.6%
400 HYDB ISHARES TR 200,000.0 $9.4M 0.03% $46.77 -0.7%
Page 20 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%