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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 39 of 86  ·  1,718 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
761 GWRE GUIDEWIRE SOFTWARE INC Technology 26,524.0 $3.3M 0.01% -1K -5.1% $123.05 +53.8%
762 SBSI SOUTHSIDE BANCSHARES INC Financial Services 92,388.0 $3.3M 0.01% $35.19 -8.9%
763 W WAYFAIR INC Consumer Cyclical 35,095.0 $3.2M 0.01% -548.0 -1.5% $92.42 +9.8%
764 GTLS CHART INDS INC Industrials 15,501.0 $3.2M 0.01% $208.94 +0.5%
765 OSK OSHKOSH CORP Industrials 21,003.0 $3.2M 0.01% -1K -6.0% $153.48 +2.4%
766 NCLH NORWEGIAN CRUISE LINE HLDGS Consumer Cyclical 152,184.0 $3.2M 0.01% $21.11 -18.3%
767 RDY DR REDDYS LABS LTD Healthcare 220,380.0 $3.2M 0.01% NEW $14.49 -15.9%
768 BLDR BUILDERS FIRSTSOURCE INC Industrials 35,613.0 $3.2M 0.01% -2K -4.3% $89.48 -21.5%
769 U UNITY SOFTWARE INC Technology 111,053.0 $3.2M 0.01% -11K -8.7% $28.58 +64.2%
770 APLD APPLIED DIGITAL CORP Technology 84,822.0 $3.2M 0.01% -4K -4.3% $37.30 -27.1%
771 R RYDER SYS INC Industrials 11,982.0 $3.2M 0.01% -1K -7.8% $263.77 -5.3%
772 CNH INDL N V 280,675.0 $3.2M 0.01% -33K -10.6% $11.23
773 COKE COCA COLA CONS INC Consumer Defensive 16,494.0 $3.1M 0.01% -264.0 -1.6% $190.92 -1.0%
774 GAMESTOP CORP 142,296.0 $3.1M 0.01% -4K -2.7% $22.08
775 EHC ENCOMPASS HEALTH CORP Healthcare 31,076.0 $3.1M 0.01% -2K -5.2% $101.08 +19.0%
776 AXSM AXSOME THERAPEUTICS INC. Healthcare 12,818.0 $3.1M 0.01% +880.0 +7.4% $244.77 -15.1%
777 BPOP POPULAR INC Financial Services 19,109.0 $3.1M 0.01% $164.18 +3.0%
778 ARWR ARROWHEAD PHARMACEUTICALS IN Healthcare 38,486.0 $3.1M 0.01% -3K -7.9% $81.51 +6.9%
779 TMP TOMPKINS FINL CORP Financial Services 33,131.0 $3.1M 0.01% $94.52 +3.6%
780 RIOT RIOT PLATFORMS INC Financial Services 113,807.0 $3.1M 0.01% -25K -17.9% $27.38 -27.6%
Page 39 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%