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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 36 of 86  ·  1,718 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
701 MOH MOLINA HEALTHCARE INC Healthcare 16,756.0 $3.8M 0.01% -775.0 -4.4% $228.70 -12.4%
702 PEN PENUMBRA INC Healthcare 12,135.0 $3.8M 0.01% -655.0 -5.1% $315.75 +3.0%
703 CRL CHARLES RIV LABS INTL INC Healthcare 16,889.0 $3.8M 0.01% -371.0 -2.1% $226.79 +30.2%
704 TECH BIO-TECHNE CORP Healthcare 54,125.0 $3.8M 0.01% $70.65 +2.4%
705 SN SHARKNINJA INC Consumer Cyclical 25,101.0 $3.8M 0.01% NEW $152.27 +18.7%
706 PNR PENTAIR PLC Industrials 49,682.0 $3.8M 0.01% $76.66 -16.0%
707 BAX BAXTER INTL INC Healthcare 178,244.0 $3.8M 0.01% $21.32 +23.5%
708 SAIA SAIA INC Industrials 9,000.0 $3.8M 0.01% -492.0 -5.2% $421.16 -14.0%
709 LAMR LAMAR ADVERTISING CO Real Estate 24,223.0 $3.8M 0.01% $155.98 -3.3%
710 UAL UNITED AIRLS HLDGS INC Industrials 27,729.0 $3.8M 0.01% $135.99 -16.8%
711 HUT 8 CORP 32,642.0 $3.8M 0.01% -8K -20.4% $115.44
712 IOT SAMSARA INC Technology 114,892.0 $3.7M 0.01% -1K -1.1% $32.43 +23.2%
713 WMS ADVANCED DRAIN SYS INC DEL Industrials 23,638.0 $3.7M 0.01% -1K -5.8% $156.96 -8.4%
714 AIT APPLIED INDL TECHNOLOGIES IN Industrials 10,904.0 $3.7M 0.01% $338.15 +1.0%
715 BJ BJS WHSL CLUB HLDGS INC Consumer Defensive 42,139.0 $3.7M 0.01% -2K -5.4% $87.22 +10.5%
716 GEN GEN DIGITAL INC Technology 147,572.0 $3.7M 0.01% +793.0 +0.5% $24.89 +16.2%
717 ESI ELEMENT SOLUTIONS INC Basic Materials 76,864.0 $3.7M 0.01% -9K -10.2% $47.75 -26.1%
718 PSTL POSTAL REALTY TRUST INC Real Estate 148,494.0 $3.7M 0.01% $24.64 -7.1%
719 G GENPACT LIMITED Technology 132,991.0 $3.7M 0.01% -4K -2.8% $27.50 +35.1%
720 HAS HASBRO INC Consumer Cyclical 44,252.0 $3.7M 0.01% $82.59 +13.3%
Page 36 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%