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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 27 of 86  ·  1,718 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
521 BRO BROWN & BROWN INC Financial Services 96,282.0 $6.2M 0.02% -1K -1.4% $64.15 +13.7%
522 SNA SNAP ON INC Industrials 15,349.0 $6.2M 0.02% $402.40 -2.2%
523 IP INTERNATIONAL PAPER CO Consumer Cyclical 161,996.0 $6.2M 0.02% -10K -5.9% $38.10 +8.9%
524 TTMI TTM TECHNOLOGIES INC Technology 32,930.0 $6.2M 0.02% -3K -9.5% $187.02 -40.9%
525 NI NISOURCE INC Utilities 129,509.0 $6.2M 0.02% $47.55 -14.6%
526 ONTO ONTO INNOVATION INC Technology 16,084.0 $6.1M 0.02% -1K -7.5% $378.45 -22.5%
527 EVRG EVERGY INC Utilities 70,384.0 $6.1M 0.02% $86.43 -6.4%
528 DUPONT DE NEMOURS INC 44,746.0 $6.1M 0.02% NEW $135.64
529 AKR ACADIA RLTY TR Real Estate 289,664.0 $6.1M 0.02% -32K -10.0% $20.91 +0.7%
530 VTRS VIATRIS INC Healthcare 376,506.0 $6.0M 0.02% -17K -4.3% $15.88 +2.8%
531 RBC RBC BEARINGS INC Industrials 9,282.0 $6.0M 0.02% -656.0 -6.6% $644.06 -21.5%
532 CDW CDW CORP Technology 42,378.0 $6.0M 0.02% -1K -2.8% $140.64 -2.4%
533 SBAC SBA COMMUNICATIONS CORP Real Estate 33,666.0 $5.9M 0.02% -3K -7.0% $176.46 +3.5%
534 FTV FORTIVE CORP Technology 97,100.0 $5.9M 0.02% -13K -12.1% $61.09 -1.7%
535 GH GUARDANT HEALTH INC Healthcare 39,465.0 $5.9M 0.02% $150.03 +13.8%
536 CTSH COGNIZANT TECHNOLOGY SOLUTIO Technology 152,644.0 $5.9M 0.02% -9K -5.8% $38.73 +59.7%
537 LII LENNOX INTL INC Industrials 10,293.0 $5.9M 0.02% -608.0 -5.6% $572.95 -29.7%
538 ROKU ROKU INC Communication Services 42,641.0 $5.9M 0.02% -4K -8.2% $138.14 +14.0%
539 BWXT BWX TECHNOLOGIES INC Industrials 29,803.0 $5.8M 0.02% -1K -3.9% $194.65 -19.5%
540 IONQ IONQ INC Technology 108,839.0 $5.8M 0.02% +5K +5.1% $53.26 -15.8%
Page 27 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%