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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 64 of 86  ·  1,718 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1261 WHD CACTUS INC Energy 29,240.0 $1.5M 0.01% -9K -23.6% $51.23 +35.5%
1262 ANF ABERCROMBIE & FITCH CO Consumer Cyclical 16,601.0 $1.5M 0.01% -7K -29.2% $90.01 +21.1%
1263 THO THOR INDS INC Consumer Cyclical 19,860.0 $1.5M 0.01% $75.16 +5.8%
1264 HCC WARRIOR MET COAL INC Energy 18,347.0 $1.5M 0.01% -8K -30.2% $81.16 +31.5%
1265 GAP GAP INC Consumer Cyclical 79,693.0 $1.5M 0.01% $18.68 +6.0%
1266 ITRI ITRON INC Technology 17,200.0 $1.5M 0.01% -5K -24.2% $86.53 +15.6%
1267 CRSP CRISPR THERAPEUTICS AG Healthcare 27,270.0 $1.5M 0.01% -2K -7.0% $54.54 +9.1%
1268 MSGE SPHERE ENTERTAINMENT CO Communication Services 8,580.0 $1.5M 0.01% NEW $173.03 -53.8%
1269 HNI HNI CORP Industrials 36,700.0 $1.5M 0.01% -8K -18.2% $40.41 +21.8%
1270 FUL FULLER H B CO Basic Materials 25,441.0 $1.5M 0.01% -9K -26.2% $58.29 +0.7%
1271 KAI KADANT INC Industrials 4,712.0 $1.5M 0.01% -2K -31.5% $314.23 -0.3%
1272 VECO VEECO INSTRS INC DEL Technology 19,527.0 $1.5M 0.01% NEW $75.80 -36.9%
1273 CVSA COVISTA INC Consumer Cyclical 11,873.0 $1.5M 0.01% -11K -48.9% $124.66 +6.2%
1274 OSW ONESPAWORLD HOLDINGS LIMITED Consumer Cyclical 52,190.0 $1.5M 0.01% -48K -48.0% $28.24 -5.5%
1275 CXT CRANE NXT CO Industrials 28,799.0 $1.5M 0.01% -14K -32.6% $51.16 -1.9%
1276 ICUI ICU MED INC Healthcare 10,043.0 $1.5M 0.01% -5K -33.1% $146.60 +24.7%
1277 VAC MARRIOTT VACATIONS WORLDWIDE Consumer Cyclical 14,428.0 $1.5M 0.01% NEW $101.88 +10.5%
1278 REZI RESIDEO TECHNOLOGIES INC Industrials 47,253.0 $1.5M 0.01% -15K -24.1% $31.10 -34.8%
1279 VNT VONTIER CORPORATION Technology 50,641.0 $1.5M 0.01% -4K -7.7% $29.00 +13.7%
1280 GPK GRAPHIC PACKAGING HLDG CO Consumer Cyclical 138,802.0 $1.5M 0.01% -36K -20.4% $10.57 +13.2%
Page 64 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%