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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 52 of 86  ·  1,718 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1021 VSCO VICTORIAS SECRET AND CO Consumer Cyclical 24,901.0 $2.1M 0.01% -12K -32.1% $83.48 +9.6%
1022 FCPT FOUR CORNERS PPTY TR INC Real Estate 84,605.0 $2.1M 0.01% -5K -5.8% $24.55 +2.8%
1023 NTST NETSTREIT CORP Real Estate 98,230.0 $2.1M 0.01% -13K -11.9% $21.13 -3.7%
1024 RGTI RIGETTI COMPUTING INC Technology 107,398.0 $2.1M 0.01% -28K -20.7% $19.32 -7.3%
1025 OSBC OLD SECOND BANCORP INC DEL Financial Services 88,964.0 $2.1M 0.01% -40K -31.2% $23.32 +8.6%
1026 IVT INVENTRUST PPTYS CORP Real Estate 58,535.0 $2.1M 0.01% -19K -24.1% $35.40 -7.7%
1027 PGC PEAPACK-GLADSTONE FINL CORP Financial Services 43,627.0 $2.1M 0.01% -27K -38.4% $47.33 -3.7%
1028 TREX TREX INC Industrials 41,260.0 $2.1M 0.01% -13K -23.8% $50.04 -6.4%
1029 GNTX GENTEX CORP Consumer Cyclical 81,693.0 $2.1M 0.01% -12K -12.9% $25.27 -6.5%
1030 RLI RLI CORP Financial Services 34,941.0 $2.1M 0.01% -2K -5.5% $59.07 +10.7%
1031 TOWN TOWNEBANK PORTSMOUTH VA Financial Services 56,882.0 $2.1M 0.01% -10K -15.3% $36.24 +4.2%
1032 LYFT LYFT INC Technology 140,976.0 $2.1M 0.01% -21K -12.9% $14.61 +19.6%
1033 MTN VAIL RESORTS INC Consumer Cyclical 15,123.0 $2.1M 0.01% -575.0 -3.7% $136.15 +12.2%
1034 PSMT PRICESMART INC Consumer Defensive 10,538.0 $2.1M 0.01% -4K -28.3% $195.34 -11.5%
1035 PAYC PAYCOM SOFTWARE INC Technology 16,368.0 $2.1M 0.01% -2K -12.6% $125.68 +82.3%
1036 KBH KB HOME Consumer Cyclical 32,845.0 $2.1M 0.01% -2K -5.3% $62.59 -11.5%
1037 VVV VALVOLINE INC Energy 51,932.0 $2.1M 0.01% -6K -10.7% $39.54 -14.1%
1038 NFG NATIONAL FUEL GAS CO Energy 26,520.0 $2.0M 0.01% $77.21 +6.8%
1039 SSRM SSR MINING IN Basic Materials 72,371.0 $2.0M 0.01% +45K +165.1% $28.28 +33.6%
1040 MTRN MATERION CORP Basic Materials 6,881.0 $2.0M 0.01% -8K -53.8% $297.39 -22.0%
Page 52 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%