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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 58 of 86  ·  1,718 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1141 BOOT BOOT BARN HLDGS INC Consumer Cyclical 10,867.0 $1.8M 0.01% -555.0 -4.9% $164.27 +0.8%
1142 GTX GARRETT MOTION INC Consumer Cyclical 49,266.0 $1.8M 0.01% NEW $36.23 -26.5%
1143 BYD BOYD GAMING CORP Consumer Cyclical 20,167.0 $1.8M 0.01% -6K -23.7% $88.33 -8.5%
1144 OTTR OTTER TAIL CORP Utilities 19,771.0 $1.8M 0.01% -6K -23.9% $89.98 +1.0%
1145 MHK MOHAWK INDS INC Consumer Cyclical 14,657.0 $1.8M 0.01% -5K -24.4% $121.33 +12.3%
1146 HASI HA SUSTAINABLE INFRA CAP INC Financial Services 45,539.0 $1.8M 0.01% -15K -24.8% $39.05 +1.1%
1147 NWN NORTHWEST NAT HLDG CO Utilities 36,146.0 $1.8M 0.01% -9K -20.8% $49.06 +0.7%
1148 SLM SLM CORP Financial Services 68,351.0 $1.8M 0.01% -28K -28.9% $25.94 +2.0%
1149 MTG MGIC INVT CORP WIS Financial Services 62,832.0 $1.8M 0.01% -23K -27.2% $28.20 +9.6%
1150 SHC SOTERA HEALTH CO Healthcare 99,349.0 $1.8M 0.01% -30K -23.1% $17.75 +10.3%
1151 BRSP BRIGHTSPIRE CAPITAL INC Real Estate 322,510.0 $1.8M 0.01% -72K -18.2% $5.45 -9.9%
1152 BDC BELDEN INC Technology 14,653.0 $1.8M 0.01% -898.0 -5.8% $119.91 +2.1%
1153 BSY BENTLEY SYS INC Technology 58,532.0 $1.7M 0.01% -7K -11.1% $29.89 +24.1%
1154 RYAN RYAN SPECIALTY HOLDINGS INC Financial Services 46,188.0 $1.7M 0.01% -8K -15.1% $37.76 +14.6%
1155 AMSF AMERISAFE INC Financial Services 51,533.0 $1.7M 0.01% -17K -24.7% $33.83 -23.1%
1156 SKY CHAMPION HOMES INC Consumer Cyclical 19,763.0 $1.7M 0.01% -4K -16.8% $88.12 +2.4%
1157 YETI YETI HLDGS INC Consumer Cyclical 35,030.0 $1.7M 0.01% -13K -26.7% $49.56 -11.7%
1158 WEX WEX INC Technology 12,304.0 $1.7M 0.01% -2K -15.3% $141.09 +41.7%
1159 VSNT VERSANT MEDIA GROUP INC Industrials 48,137.0 $1.7M 0.01% -27K -35.7% $36.01 +7.6%
1160 DBX DROPBOX INC Technology 62,862.0 $1.7M 0.01% -28K -30.9% $27.47 +25.5%
Page 58 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%