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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 47 of 86  ·  1,718 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
921 SBCF SEACOAST BKG CORP FLA Financial Services 73,015.0 $2.4M 0.01% $33.25 +4.1%
922 LUMN LUMEN TECHNOLOGIES INC Communication Services 315,379.0 $2.4M 0.01% -32K -9.1% $7.68 -22.7%
923 LNTH LANTHEUS HLDGS INC Healthcare 21,830.0 $2.4M 0.01% -9K -29.0% $110.94 -9.9%
924 CHRD CHORD ENERGY CORPORATION Energy 21,188.0 $2.4M 0.01% -2K -7.0% $114.30 +29.4%
925 MRCY MERCURY SYS INC Industrials 19,786.0 $2.4M 0.01% -5K -20.9% $122.33 -25.3%
926 AVTR AVANTOR INC Healthcare 244,183.0 $2.4M 0.01% $9.90 +46.1%
927 LAD LITHIA MTRS INC Consumer Cyclical 8,296.0 $2.4M 0.01% $290.49 +27.6%
928 IDCC INTERDIGITAL INC Technology 8,497.0 $2.4M 0.01% $283.13 +20.9%
929 HQY HEALTHEQUITY INC Healthcare 26,565.0 $2.4M 0.01% -2K -6.8% $90.32 +16.7%
930 WYNN WYNN RESORTS LTD Consumer Cyclical 24,710.0 $2.4M 0.01% -3K -9.3% $97.09 +3.3%
931 AVT AVNET INC Technology 26,966.0 $2.4M 0.01% -7K -20.8% $88.82 -0.2%
932 FLR FLUOR CORP Industrials 45,702.0 $2.4M 0.01% -7K -13.0% $52.39 +0.1%
933 CAVA CAVA GROUP INC Consumer Cyclical 30,421.0 $2.4M 0.01% -3K -7.7% $78.48 -6.2%
934 OMF ONEMAIN HLDGS INC Financial Services 39,091.0 $2.4M 0.01% $60.97 +3.6%
935 NNN NNN REIT INC Real Estate 51,147.0 $2.4M 0.01% $46.53 -1.5%
936 AGCO AGCO CORP Industrials 19,830.0 $2.4M 0.01% -3K -13.3% $119.70 -10.8%
937 MIDD MIDDLEBY CORP Industrials 13,778.0 $2.4M 0.01% -4K -23.2% $172.01 -32.9%
938 EBC EASTERN BANKSHARES INC Financial Services 106,534.0 $2.4M 0.01% $22.24 +2.2%
939 FR FIRST INDL RLTY TR INC Real Estate 38,626.0 $2.4M 0.01% $61.31 +2.6%
940 HWC HANCOCK WHITNEY CORPORATION Financial Services 31,647.0 $2.4M 0.01% -2K -5.5% $74.72 +0.9%
Page 47 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%