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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 61 of 86  ·  1,718 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1201 LAND GLADSTONE LD CORP Real Estate 193,016.0 $1.6M 0.01% $8.53 +1.4%
1202 MUR MURPHY OIL CORP Energy 50,520.0 $1.6M 0.01% -16K -23.5% $32.56 +14.9%
1203 IRIDIUM COMMUNICATIONS INC 29,984.0 $1.6M 0.01% NEW $54.85
1204 MGNI MAGNITE INC Communication Services 86,600.0 $1.6M 0.01% NEW $18.98 +23.8%
1205 HRB BLOCK H & R INC Consumer Cyclical 43,157.0 $1.6M 0.01% -30K -40.8% $38.08 +41.0%
1206 APOGEE THERAPEUTICS INC 12,350.0 $1.6M 0.01% +1K +11.5% $132.73
1207 CWEN CLEARWAY ENERGY INC Utilities 47,740.0 $1.6M 0.01% -10K -16.9% $34.18 -4.7%
1208 KTB KONTOOR BRANDS INC Consumer Cyclical 19,549.0 $1.6M 0.01% -14K -41.2% $83.34 -1.6%
1209 AN AUTONATION INC Consumer Cyclical 8,749.0 $1.6M 0.01% -2K -21.8% $185.79 +7.4%
1210 FEDERATED HERMES INC 29,401.0 $1.6M 0.01% -12K -28.3% $55.22
1211 CSW INDUSTRIALS INC 5,826.0 $1.6M 0.01% -1K -19.5% $278.30
1212 NVST ENVISTA HOLDINGS CORPORATION Healthcare 61,440.0 $1.6M 0.01% -17K -21.5% $26.35 +3.2%
1213 MAT MATTEL INC Consumer Cyclical 116,382.0 $1.6M 0.01% -13K -9.8% $13.88 +4.5%
1214 ELF E L F BEAUTY INC Consumer Defensive 21,802.0 $1.6M 0.01% -3K -11.7% $74.00 +37.8%
1215 BOX BOX INC Technology 60,688.0 $1.6M 0.01% -38K -38.7% $26.54 +24.0%
1216 SYRE SPYRE THERAPEUTICS INC Healthcare 18,129.0 $1.6M 0.01% +1K +8.4% $88.78 +19.9%
1217 AVNT AVIENT CORPORATION Basic Materials 43,534.0 $1.6M 0.01% -9K -17.7% $36.96 +20.8%
1218 CELH CELSIUS HLDGS INC Consumer Defensive 54,872.0 $1.6M 0.01% $29.28 +13.9%
1219 BCO BRINKS CO Industrials 16,993.0 $1.6M 0.01% -321.0 -1.9% $94.49 +17.9%
1220 MIRM MIRUM PHARMACEUTICALS INC Healthcare 13,658.0 $1.6M 0.01% +781.0 +6.1% $117.07 -17.7%
Page 61 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%