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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 21 of 86  ·  1,718 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
401 CRS CARPENTER TECHNOLOGY CORP Industrials 15,110.0 $9.3M 0.03% -2K -11.2% $616.84 -20.5%
402 DTE DTE ENERGY CO Utilities 61,052.0 $9.3M 0.03% $152.37 -9.6%
403 REXR REXFORD INDL RLTY INC Real Estate 275,992.0 $9.2M 0.03% $33.50 +11.6%
404 HST HOST HOTELS & RESORTS INC Real Estate 385,882.0 $9.1M 0.03% $23.71 -2.3%
405 CW CURTISS WRIGHT CORP Industrials 11,978.0 $9.1M 0.03% -312.0 -2.5% $757.76 -13.4%
406 WSM WILLIAMS SONOMA INC Consumer Cyclical 38,746.0 $9.0M 0.03% -2K -5.1% $233.10 +1.5%
407 CNP CENTERPOINT ENERGY INC Utilities 203,390.0 $9.0M 0.03% $44.04 -10.4%
408 PPL PPL CORP Utilities 246,334.0 $9.0M 0.03% -3K -1.2% $36.35 -3.5%
409 OTIS OTIS WORLDWIDE CORP Industrials 124,798.0 $8.9M 0.03% -6K -4.8% $71.60 +0.6%
410 FICO FAIR ISAAC CORP Technology 7,471.0 $8.9M 0.03% -619.0 -7.7% $1194.78 -2.3%
411 EGP EASTGROUP PPTYS INC Real Estate 44,023.0 $8.9M 0.03% $202.53 -0.3%
412 STWD STARWOOD PPTY TR INC Real Estate 543,383.0 $8.9M 0.03% +10K +1.9% $16.38 +0.0%
413 CCEP COCA-COLA EUROPACIFIC PARTNE Consumer Defensive 88,565.0 $8.9M 0.03% -6K -6.8% $100.07 +7.7%
414 ENTG ENTEGRIS INC Technology 49,228.0 $8.9M 0.03% -3K -5.7% $179.86 -19.9%
415 TECHNIPFMC PLC 133,169.0 $8.8M 0.03% -3K -2.2% $66.30
416 FTAI AVIATION LTD 32,459.0 $8.8M 0.03% -3K -8.0% $270.53
417 CRWV COREWEAVE INC Technology 87,863.0 $8.7M 0.03% +7K +9.1% $99.54 -9.4%
418 NVT NVENT ELEC PLC Industrials 51,478.0 $8.7M 0.03% -4K -6.8% $169.61 -8.1%
419 RJF RAYMOND JAMES FINL INC Financial Services 57,403.0 $8.7M 0.03% -4K -7.3% $152.03 +15.4%
420 ES EVERSOURCE ENERGY Utilities 120,676.0 $8.7M 0.03% -3K -2.7% $72.27 -0.4%
Page 21 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%