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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 32 of 86  ·  1,718 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
621 SOLS SOLSTICE ADVANCED MATLS INC Basic Materials 51,706.0 $4.6M 0.02% -4K -7.2% $88.60 -36.6%
622 GL GLOBE LIFE INC Financial Services 25,524.0 $4.6M 0.02% $178.68 -4.3%
623 AA ALCOA CORP Basic Materials 87,337.0 $4.6M 0.02% -4K -4.2% $52.14 -0.6%
624 CURB CURBLINE PPTYS CORP Real Estate 149,021.0 $4.5M 0.01% -10K -6.4% $30.40 -3.3%
625 CHKP CHECK POINT SOFTWARE TECH LT Technology 34,307.0 $4.5M 0.01% -5K -12.7% $131.43 -0.7%
626 WPC WP CAREY INC Real Estate 62,826.0 $4.5M 0.01% $71.50 -0.4%
627 MDLN MEDLINE INC Healthcare 113,771.0 $4.5M 0.01% NEW $39.44 -13.1%
628 BUNGE GLOBAL SA 41,606.0 $4.4M 0.01% -5K -11.4% $106.73
629 BWA BORGWARNER INC Consumer Cyclical 66,726.0 $4.4M 0.01% -6K -7.7% $66.40 +2.1%
630 TKO TKO GROUP HOLDINGS INC Communication Services 21,979.0 $4.4M 0.01% -1K -5.6% $201.31 -4.1%
631 APTIV PLC 71,871.0 $4.4M 0.01% -2K -2.9% $61.38
632 OVV OVINTIV INC Energy 83,788.0 $4.4M 0.01% $52.65 +26.9%
633 DTM DT MIDSTREAM INC Energy 30,044.0 $4.4M 0.01% $146.74 -13.6%
634 LVS LAS VEGAS SANDS CORP Consumer Cyclical 95,142.0 $4.4M 0.01% -7K -6.5% $46.19 +1.8%
635 AIZ ASSURANT INC Financial Services 16,297.0 $4.4M 0.01% $268.53 +5.8%
636 RVTY REVVITY INC Healthcare 38,999.0 $4.3M 0.01% $111.26 +12.1%
637 MOD MODINE MFG CO Consumer Cyclical 16,246.0 $4.3M 0.01% -1K -6.6% $267.02 -26.0%
638 PINE ALPINE INCOME PPTY TR INC Real Estate 208,703.0 $4.3M 0.01% $20.76 -5.8%
639 TOL TOLL BROTHERS INC Consumer Cyclical 26,253.0 $4.3M 0.01% $164.75 -10.7%
640 JAZZ JAZZ PHARMACEUTICALS PLC Healthcare 17,915.0 $4.3M 0.01% -775.0 -4.2% $240.97 +5.5%
Page 32 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%