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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 7 of 86  ·  1,718 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 BMY BRISTOL-MYERS SQUIBB CO Healthcare 660,178.0 $38.0M 0.13% -36K -5.1% $57.62 +14.6%
122 SBUX STARBUCKS CORP Consumer Cyclical 370,819.0 $37.9M 0.13% -19K -4.9% $102.19 +3.7%
123 SPHY SPDR SERIES TRUST 1,566,858.0 $36.7M 0.12% $23.44 -0.7%
124 VTR VENTAS INC Real Estate 399,189.0 $35.4M 0.12% $88.80 +2.7%
125 SYK STRYKER CORPORATION Healthcare 111,395.0 $35.1M 0.12% -6K -5.3% $314.84 +5.3%
126 TT TRANE TECHNOLOGIES PLC Industrials 71,095.0 $34.9M 0.12% -5K -6.6% $491.16 -5.7%
127 SO SOUTHERN CO Utilities 364,593.0 $34.9M 0.12% -11K -2.9% $95.71 -3.8%
128 PWR QUANTA SVCS INC Industrials 48,446.0 $34.9M 0.12% -2K -4.5% $720.04 -3.3%
129 HWM HOWMET AEROSPACE INC Industrials 129,037.0 $34.7M 0.12% -1K -1.1% $268.86 +8.8%
130 FLHY FRANKLIN TEMPLETON ETF TR 1,400,000.0 $34.0M 0.12% +400K +40.0% $24.29 -0.6%
131 LMT LOCKHEED MARTIN CORP Industrials 66,714.0 $34.0M 0.12% -5K -6.7% $509.46 +19.2%
132 NOW SERVICENOW INC Technology 340,982.0 $33.9M 0.12% -13K -3.7% $99.28 +20.4%
133 CDNS CADENCE DESIGN SYSTEM INC Technology 89,402.0 $33.6M 0.12% -3K -3.3% $375.32 -15.7%
134 NEM NEWMONT CORP Basic Materials 350,040.0 $32.7M 0.11% -31K -8.0% $93.40 +24.2%
135 MDT MEDTRONIC PLC Healthcare 417,387.0 $32.7M 0.11% -20K -4.5% $78.23 +17.7%
136 PSA PUBLIC STORAGE Real Estate 101,531.0 $32.3M 0.11% -2K -2.2% $318.31 +1.5%
137 CMI CUMMINS INC Industrials 45,134.0 $32.2M 0.11% -2K -5.2% $713.21 -13.0%
138 BK BANK OF NY MELLON CORP Financial Services 221,859.0 $32.1M 0.11% -13K -5.4% $144.61 -0.6%
139 AMT AMERICAN TOWER CORP Real Estate 192,992.0 $31.6M 0.11% -12K -5.8% $163.57 +5.4%
140 DUK DUKE ENERGY CORP NEW Utilities 249,232.0 $31.5M 0.11% -18K -6.7% $126.58 -2.0%
Page 7 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 35.2%
Financial Services 11.3%
Consumer Cyclical 9.5%
Healthcare 9.2%
Industrials 9.0%
Communication Services 9.0%
Real Estate 4.9%
Consumer Defensive 4.4%
Energy 3.2%
Utilities 2.5%