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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 41 of 86  ·  1,718 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
801 ACM AECOM Industrials 42,804.0 $3.0M 0.01% $69.80 -7.2%
802 SCI SERVICE CORP INTL Consumer Cyclical 39,061.0 $3.0M 0.01% $75.96 +9.6%
803 UMBF UMB FINL CORP Financial Services 20,705.0 $3.0M 0.01% $142.76 +1.7%
804 KTOS KRATOS DEFENSE & SEC SOLUTIO Industrials 59,141.0 $2.9M 0.01% $49.86 +14.7%
805 OGE OGE ENERGY CORP Utilities 60,338.0 $2.9M 0.01% $48.66 -6.2%
806 VICR VICOR CORP Technology 7,709.0 $2.9M 0.01% -7K -47.6% $379.78 -47.2%
807 DOCU DOCUSIGN INC Technology 65,899.0 $2.9M 0.01% -4K -5.4% $44.42 +39.6%
808 AAON AAON INC Industrials 23,043.0 $2.9M 0.01% -2K -7.8% $126.86 -37.4%
809 AMG AFFILIATED MANAGERS GROUP Financial Services 8,629.0 $2.9M 0.01% -396.0 -4.4% $338.40 +5.3%
810 GLOBUS MED INC 36,921.0 $2.9M 0.01% -2K -5.4% $79.01
811 DAR DARLING INGREDIENTS INC Consumer Defensive 53,375.0 $2.9M 0.01% -5K -8.5% $54.62 +20.4%
812 IVZ INVESCO LTD Financial Services 110,245.0 $2.9M 0.01% -3K -3.0% $26.39 +21.3%
813 ESE ESCO TECHNOLOGIES INC Technology 8,292.0 $2.9M 0.01% -2K -15.3% $350.04 -17.9%
814 MGM MGM RESORTS INTERNATIONAL Consumer Cyclical 60,618.0 $2.9M 0.01% -6K -8.5% $47.81 -8.5%
815 RRC RANGE RES CORP Energy 77,849.0 $2.9M 0.01% -5K -5.8% $37.19 +10.4%
816 FDS FACTSET RESH SYS INC Financial Services 12,575.0 $2.9M 0.01% -117.0 -0.9% $230.08 +30.4%
817 FCFS FIRSTCASH HOLDINGS INC Financial Services 13,345.0 $2.9M 0.01% -519.0 -3.7% $216.32 +4.1%
818 SSD SIMPSON MFG INC Industrials 13,775.0 $2.9M 0.01% -229.0 -1.6% $209.35 -9.8%
819 SNEX STONEX GROUP INC Financial Services 24,232.0 $2.9M 0.01% -3K -10.3% $118.50 -42.2%
820 BCE INC 133,172.0 $2.9M 0.01% +99K +286.3% $21.53
Page 41 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%