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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 68 of 86  ·  1,718 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1341 DK DELEK US HLDGS INC NEW Energy 26,922.0 $1.4M 0.01% NEW $50.81 +40.7%
1342 PII POLARIS INC Consumer Cyclical 19,903.0 $1.4M 0.01% -14K -42.1% $68.44 -5.9%
1343 XMTR XOMETRY INC Industrials 14,078.0 $1.4M 0.01% NEW $96.52 -13.4%
1344 LGN LEGENCE CORP Industrials 15,932.0 $1.4M 0.01% NEW $85.23 -30.3%
1345 GPI GROUP 1 AUTOMOTIVE INC Consumer Cyclical 4,662.0 $1.4M 0.01% -2K -31.2% $291.17 -10.1%
1346 DLB DOLBY LABORATORIES INC Technology 25,774.0 $1.4M 0.01% -9K -26.4% $52.58 +24.1%
1347 SWX SOUTHWEST GAS HLDGS INC Utilities 15,265.0 $1.4M 0.01% -11K -40.8% $88.68 +0.2%
1348 MD PEDIATRIX MEDICAL GROUP INC Healthcare 53,382.0 $1.4M 0.01% NEW $25.33 +4.9%
1349 DHT DHT HOLDINGS INC Energy 81,605.0 $1.3M 0.01% +44K +115.1% $16.53 +19.9%
1350 FRO FRONTLINE PLC Energy 38,721.0 $1.3M 0.01% +29K +298.5% $34.79 +25.5%
1351 ASO ACADEMY SPORTS & OUTDOORS IN Consumer Cyclical 28,560.0 $1.3M 0.01% -10K -25.0% $47.13 -2.8%
1352 AXTI AXT INC Technology 18,665.0 $1.3M 0.01% NEW $72.08 -1.9%
1353 ADEA ADEIA INC Technology 40,740.0 $1.3M 0.01% NEW $32.93 -20.3%
1354 CON CONCENTRA GROUP HOLDINGS PAR Healthcare 45,081.0 $1.3M 0.01% -49K -52.2% $29.75 +17.6%
1355 PI IMPINJ INC Technology 9,356.0 $1.3M 0.01% -9K -48.7% $143.23 +15.6%
1356 NIC NICOLET BANKSHARES INC Financial Services 8,095.0 $1.3M 0.01% -6K -42.9% $165.39 +4.7%
1357 EVTC EVERTEC INC Technology 48,176.0 $1.3M 0.01% -35K -42.0% $27.78 +7.6%
1358 CHYM CHIME FINL INC Financial Services 65,319.0 $1.3M 0.01% NEW $20.48 +60.1%
1359 CNK CINEMARK HLDGS INC Communication Services 42,158.0 $1.3M 0.01% NEW $31.73 +15.3%
1360 FRPT FRESHPET INC Consumer Defensive 22,567.0 $1.3M 0.01% -8K -25.1% $59.12 +25.1%
Page 68 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%