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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 24 of 86  ·  1,718 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
461 LH LABCORP HOLDINGS INC Healthcare 27,212.0 $7.6M 0.03% -554.0 -2.0% $280.00 +20.1%
462 FFIV F5 INC Technology 18,275.0 $7.6M 0.03% -1K -6.3% $415.96 -7.5%
463 MRNA MODERNA INC Healthcare 108,545.0 $7.6M 0.03% -12K -9.7% $70.03 +107.2%
464 SOFI SOFI TECHNOLOGIES INC Financial Services 423,823.0 $7.6M 0.03% -11K -2.4% $17.93 +5.5%
465 XPO XPO INC Industrials 36,932.0 $7.6M 0.03% -4K -8.7% $205.29 -3.7%
466 VRSK VERISK ANALYTICS INC Industrials 42,200.0 $7.6M 0.03% -5K -11.0% $179.53 +4.4%
467 OKTA OKTA INC Technology 55,471.0 $7.6M 0.03% -4K -5.9% $136.45 -1.0%
468 CHD CHURCH & DWIGHT CO INC Consumer Defensive 78,017.0 $7.6M 0.03% -1K -1.8% $96.88 +2.0%
469 DRI DARDEN RESTAURANTS INC Consumer Cyclical 36,602.0 $7.5M 0.03% -1K -3.1% $206.01 +7.6%
470 CDP COPT DEFENSE PROPERTIES Real Estate 206,641.0 $7.5M 0.03% -15K -6.9% $36.39 +2.4%
471 DLTR DOLLAR TREE INC Consumer Defensive 61,824.0 $7.5M 0.03% -5K -7.0% $120.95 +8.7%
472 LPLA LPL FINL HLDGS INC Financial Services 26,493.0 $7.5M 0.03% -805.0 -3.0% $281.68 +28.3%
473 RPRX ROYALTY PHARMA PLC Healthcare 132,910.0 $7.5M 0.03% -6K -4.2% $56.07 +9.3%
474 USFD US FOODS HLDG CORP Consumer Defensive 72,285.0 $7.4M 0.03% -2K -2.4% $102.25 +7.2%
475 AFRM AFFIRM HLDGS INC Technology 90,601.0 $7.4M 0.03% -4K -4.4% $81.55 -5.5%
476 MSTR STRATEGY INC Technology 84,858.0 $7.4M 0.03% -4K -4.6% $86.93 +37.2%
477 PHM PULTE GROUP INC Consumer Cyclical 53,707.0 $7.4M 0.03% $137.21 -6.0%
478 INSM INSMED INC Healthcare 68,049.0 $7.3M 0.03% -5K -6.6% $106.62 +18.0%
479 CHRW C H ROBINSON WORLDWIDE IN Industrials 38,220.0 $7.2M 0.03% -2K -4.9% $188.34 -24.8%
480 STAG STAG INDUSTRIAL INC Real Estate 187,515.0 $7.1M 0.02% $38.06 -3.7%
Page 24 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 36.1%
Financial Services 11.4%
Consumer Cyclical 9.7%
Healthcare 9.4%
Industrials 9.2%
Communication Services 6.9%
Real Estate 5.0%
Consumer Defensive 4.5%
Energy 3.3%
Utilities 2.6%