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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 62 of 86  ·  1,718 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1221 ABG ASBURY AUTOMOTIVE GROUP INC Consumer Cyclical 7,894.0 $1.6M 0.01% -2K -21.6% $201.08 +6.8%
1222 DIOD DIODES INC Technology 14,504.0 $1.6M 0.01% -19K -56.6% $109.44 -14.1%
1223 DUOL DUOLINGO INC Technology 13,794.0 $1.6M 0.01% -6K -31.9% $115.02 +27.0%
1224 BRC BRADY CORP Industrials 17,317.0 $1.6M 0.01% -7K -28.2% $91.57 -0.3%
1225 HRI HERC HLDGS INC Industrials 11,058.0 $1.6M 0.01% -5K -29.4% $143.34 +12.9%
1226 XENE XENON PHARMACEUTICALS INC Healthcare 26,227.0 $1.6M 0.01% +6K +32.4% $60.36 +0.7%
1227 OPLN OPENLANE INC Consumer Cyclical 38,334.0 $1.6M 0.01% -39K -50.1% $41.24 -19.0%
1228 PBF PBF ENERGY INC Energy 34,625.0 $1.6M 0.01% -32K -47.8% $45.52 +61.5%
1229 FPS FORGENT POWER SOLUTIONS INC Industrials 28,200.0 $1.6M 0.01% NEW $55.86 -40.6%
1230 HESM HESS MIDSTREAM LP Energy 41,885.0 $1.6M 0.01% -18K -30.1% $37.60 +4.1%
1231 PJT PJT PARTNERS INC Financial Services 10,397.0 $1.6M 0.01% -4K -29.4% $150.94 +15.9%
1232 AVA AVISTA CORP Utilities 38,334.0 $1.6M 0.01% -15K -28.2% $40.91 -8.2%
1233 GTLB GITLAB INC Technology 51,292.0 $1.6M 0.01% -27K -34.5% $30.53 +36.5%
1234 CALM CAL MAINE FOODS INC Consumer Defensive 19,337.0 $1.6M 0.01% -8K -28.1% $80.56 +2.8%
1235 AZZ AZZ INC Industrials 10,037.0 $1.6M 0.01% -7K -39.6% $155.05 -8.9%
1236 LAUR LAUREATE ED INC Consumer Defensive 42,802.0 $1.6M 0.01% -23K -35.3% $36.32 +3.1%
1237 AAT AMERICAN ASSETS TR INC Real Estate 62,735.0 $1.5M 0.01% $24.69 -7.5%
1238 CSTM CONSTELLIUM SE Basic Materials 48,422.0 $1.5M 0.01% -39K -44.4% $31.87 -15.2%
1239 RDNT RADNET INC Healthcare 24,997.0 $1.5M 0.01% -7K -21.6% $61.67 +24.6%
1240 EXLS EXLSERVICE HLDGS INC Technology 59,600.0 $1.5M 0.01% -14K -19.4% $25.86 +45.1%
Page 62 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%