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Portfolio (Quarterly) Guide ↗

State of New Jersey Common Pension Fund D

· CIK 0001483066
13F Portfolio $27.7B AUM Filed Jan 30, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 1472 New
Page 57 of 74  ·  1,472 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1121 HOMB HOME BANCSHARES INC Financial Services 80,963.0 $2.2M 0.01% NEW $27.78 -4.2%
1122 BRC BRADY CORP Industrials 28,674.0 $2.2M 0.01% NEW $78.37 +7.9%
1123 LAZ LAZARD INC Financial Services 46,275.0 $2.2M 0.01% NEW $48.56 -1.8%
1124 POTLATCHDELTIC CORPORATION 56,447.0 $2.2M 0.01% NEW $39.78
1125 ELF E L F BEAUTY INC Consumer Defensive 29,522.0 $2.2M 0.01% NEW $76.04 -30.1%
1126 NCNO NCINO INC Technology 87,535.0 $2.2M 0.01% NEW $25.64 -38.3%
1127 WSFS WSFS FINL CORP Financial Services 40,604.0 $2.2M 0.01% NEW $55.24 +30.0%
1128 PLMR PALOMAR HLDGS INC Financial Services 16,640.0 $2.2M 0.01% NEW $134.76 -14.1%
1129 TMDX TRANSMEDICS GROUP INC Healthcare 18,424.0 $2.2M 0.01% NEW $121.65 -44.1%
1130 CNNE CANNAE HLDGS INC Consumer Cyclical 142,461.0 $2.2M 0.01% NEW $15.73 -13.9%
1131 BRSP BRIGHTSPIRE CAPITAL INC Real Estate 400,159.0 $2.2M 0.01% NEW $5.60 +1.8%
1132 TOWN TOWNEBANK PORTSMOUTH VA Financial Services 67,150.0 $2.2M 0.01% NEW $33.37 +3.7%
1133 QTWO Q2 HLDGS INC Technology 31,034.0 $2.2M 0.01% NEW $72.16 -34.8%
1134 CAG CONAGRA BRANDS INC Consumer Defensive 129,334.0 $2.2M 0.01% NEW $17.31 -22.7%
1135 KFY KORN FERRY Industrials 33,892.0 $2.2M 0.01% NEW $66.02 +0.9%
1136 ATLANTA BRAVES HLDGS INC 56,685.0 $2.2M 0.01% NEW $39.45
1137 ABCB AMERIS BANCORP Financial Services 30,090.0 $2.2M 0.01% NEW $74.27 +14.1%
1138 MORN MORNINGSTAR INC Financial Services 10,278.0 $2.2M 0.01% NEW $217.31 -20.2%
1139 HIMS HIMS & HERS HEALTH INC Healthcare 68,779.0 $2.2M 0.01% NEW $32.47 -26.1%
1140 BXMT BLACKSTONE MTG TR INC Real Estate 116,713.0 $2.2M 0.01% NEW $19.13 -6.0%
Page 57 of 74  ·  1,472 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 32.6%
Financial Services 12.7%
Consumer Cyclical 10.6%
Communication Services 10.0%
Healthcare 9.5%
Industrials 8.4%
Real Estate 4.6%
Consumer Defensive 4.5%
Energy 3.0%
Utilities 2.4%