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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 67 of 86  ·  1,718 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1321 VKTX VIKING THERAPEUTICS INC Healthcare 35,600.0 $1.4M 0.01% -1K -3.0% $39.01 -13.1%
1322 MKTX MARKETAXESS HLDGS INC Financial Services 12,234.0 $1.4M 0.01% -607.0 -4.7% $113.49 +42.8%
1323 YOU CLEAR SECURE INC Technology 24,909.0 $1.4M 0.01% NEW $55.73 -22.3%
1324 HUBG HUB GROUP INC Industrials 31,697.0 $1.4M 0.01% -22K -41.2% $43.79 -7.0%
1325 BELFB BEL FUSE INC Technology 4,166.0 $1.4M 0.01% NEW $333.04 -23.3%
1326 ASTRANA HEALTH INC 29,863.0 $1.4M 0.01% NEW $46.41
1327 UNF UNIFIRST CORP MASS Industrials 5,234.0 $1.4M 0.01% -4K -45.2% $264.46 +9.8%
1328 NMIH NMI HLDGS INC Financial Services 33,685.0 $1.4M 0.01% -24K -41.9% $41.09 +9.9%
1329 LRN STRIDE INC Consumer Defensive 16,019.0 $1.4M 0.01% -11K -40.9% $86.24 -2.2%
1330 ADT ADT INC DEL Industrials 212,494.0 $1.4M 0.01% -73K -25.4% $6.50 +13.5%
1331 APAM ARTISAN PARTNERS ASSET MGMT Financial Services 39,930.0 $1.4M 0.01% -14K -25.7% $34.53 +22.4%
1332 TTAN SERVICETITAN INC Technology 19,499.0 $1.4M 0.01% -14K -41.9% $70.71 +34.2%
1333 CNR CORE NATURAL RESOURCES INC Energy 17,201.0 $1.4M 0.01% -8K -31.2% $80.02 +18.9%
1334 BKD BROOKDALE SR LIVING INC Healthcare 85,379.0 $1.4M 0.01% -65K -43.2% $16.09 -26.7%
1335 LOPE GRAND CANYON ED INC Consumer Defensive 9,597.0 $1.4M 0.01% -5K -34.0% $143.11 +3.0%
1336 APPF APPFOLIO INC Technology 8,549.0 $1.4M 0.01% -4K -33.0% $160.35 +39.9%
1337 MGEE MGE ENERGY INC Utilities 16,807.0 $1.4M 0.01% -11K -40.1% $81.54 -3.5%
1338 EXTR EXTREME NETWORKS INC Technology 42,330.0 $1.4M 0.01% NEW $32.37 -28.9%
1339 RH RH Consumer Cyclical 8,312.0 $1.4M 0.01% NEW $164.73 -7.0%
1340 WRBY WARBY PARKER INC Healthcare 45,116.0 $1.4M 0.01% NEW $30.34 -9.6%
Page 67 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%