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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 6 of 86  ·  1,718 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 BLK BLACKROCK INC Financial Services 47,986.0 $46.1M 0.16% -3K -5.3% $961.56 +20.0%
102 ISRG INTUITIVE SURGICAL INC Healthcare 114,756.0 $45.6M 0.16% -8K -6.2% $397.68 -1.6%
103 BKNG BOOKING HOLDINGS INC Consumer Cyclical 254,266.0 $45.3M 0.15% +243K +2213.6% $178.24 +16.8%
104 PFE PFIZER INC Healthcare 1,839,282.0 $44.3M 0.15% -104K -5.3% $24.08 +13.2%
105 CVS CVS HEALTH CORP Healthcare 411,885.0 $42.6M 0.14% -22K -5.2% $103.45 -8.3%
106 DELL DELL TECHNOLOGIES INC Technology 97,534.0 $42.1M 0.14% -12K -10.7% $431.46 +8.6%
107 UBER UBER TECHNOLOGIES INC Technology 576,362.0 $41.6M 0.14% -103K -15.2% $72.16 +3.5%
108 PGR PROGRESSIVE CORP Financial Services 189,744.0 $41.4M 0.14% -12K -5.7% $218.45 -5.1%
109 COP CONOCOPHILLIPS Energy 396,231.0 $41.2M 0.14% -28K -6.5% $103.96 +24.8%
110 VRTX VERTEX PHARMACEUTICALS INC Healthcare 82,245.0 $40.9M 0.14% -4K -5.2% $496.73 +6.3%
111 CRM SALESFORCE INC Technology 258,110.0 $40.4M 0.14% -63K -19.6% $156.66 +25.2%
112 SPGI S&P GLOBAL INC Financial Services 98,639.0 $40.2M 0.14% -8K -7.6% $407.26 +2.6%
113 PH PARKER-HANNIFIN CORP Industrials 40,683.0 $39.8M 0.14% -2K -5.4% $978.12 +6.5%
114 LOW LOWES COS INC Consumer Cyclical 180,391.0 $39.8M 0.14% -12K -6.1% $220.49 -2.2%
115 DHR DANAHER CORP DEL Healthcare 206,600.0 $39.4M 0.13% -13K -6.1% $190.48 +4.8%
116 VRT VERTIV HOLDINGS CO Industrials 117,497.0 $39.3M 0.13% -8K -6.1% $334.82 -18.6%
117 MO ALTRIA GROUP INC Consumer Defensive 545,812.0 $39.3M 0.13% -29K -5.1% $71.95 -9.4%
118 COF CAPITAL ONE FINL CORP Financial Services 194,853.0 $39.1M 0.13% -24K -10.9% $200.62 +10.4%
119 CB CHUBB LIMITED Financial Services 113,887.0 $38.8M 0.13% -15K -11.3% $340.74 +1.3%
120 APP APPLOVIN CORP Technology 74,246.0 $38.3M 0.13% -5K -5.9% $515.23 -40.4%
Page 6 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 35.2%
Financial Services 11.3%
Consumer Cyclical 9.5%
Healthcare 9.2%
Industrials 9.0%
Communication Services 9.0%
Real Estate 4.9%
Consumer Defensive 4.4%
Energy 3.2%
Utilities 2.5%