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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 71 of 86  ·  1,718 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1401 HBT HBT FINL INC. Financial Services 39,852.0 $1.3M 0.00% NEW $31.99 +11.8%
1402 RXO RXO INC Industrials 46,037.0 $1.3M 0.00% NEW $27.59 -18.3%
1403 OPCH OPTION CARE HEALTH INC Healthcare 60,496.0 $1.3M 0.00% -3K -4.1% $20.97 +13.0%
1404 ATLANTA BRAVES HLDGS INC 24,338.0 $1.3M 0.00% -28K -53.6% $51.90
1405 AMTM AMENTUM HOLDINGS INC Industrials 61,033.0 $1.3M 0.00% -9K -13.1% $20.67 +4.0%
1406 PDM PIEDMONT REALTY TRUST INC Real Estate 137,834.0 $1.3M 0.00% NEW $9.15 +5.5%
1407 GT GOODYEAR TIRE & RUBR CO Consumer Cyclical 190,865.0 $1.3M 0.00% NEW $6.60 -9.5%
1408 HMN HORACE MANN EDUCATORS CORP N Financial Services 24,291.0 $1.3M 0.00% -28K -53.6% $51.65 -2.0%
1409 NGVT INGEVITY CORP Basic Materials 16,794.0 $1.3M 0.00% NEW $74.67 -5.9%
1410 IAC PEOPLE INC Technology 27,106.0 $1.3M 0.00% -34K -56.0% $46.16 -14.4%
1411 FMBH FIRST MID BANCSHARES INC Financial Services 25,986.0 $1.2M 0.00% NEW $48.09 +4.6%
1412 MBWM MERCANTILE BK CORP Financial Services 21,761.0 $1.2M 0.00% NEW $57.42 +3.8%
1413 MNDY MONDAY COM LTD Technology 17,196.0 $1.2M 0.00% -3K -13.1% $72.39 +25.3%
1414 TRMD TORM PLC Energy 47,520.0 $1.2M 0.00% +20K +71.1% $26.06 +22.0%
1415 QS QUANTUMSCAPE CORP Consumer Cyclical 163,704.0 $1.2M 0.00% -150K -47.8% $7.56 -20.9%
1416 TDS TELEPHONE & DATA SYS INC Communication Services 33,408.0 $1.2M 0.00% -16K -32.4% $37.01 -9.2%
1417 CTBI COMMUNITY TR BANCORP INC Financial Services 17,066.0 $1.2M 0.00% NEW $72.36 +5.7%
1418 HFWA HERITAGE FINL CORP WASH Financial Services 41,685.0 $1.2M 0.00% NEW $29.62 -1.8%
1419 TRN TRINITY INDS INC Industrials 35,687.0 $1.2M 0.00% NEW $34.58 -13.9%
1420 LANDBRIDGE COMPANY LLC 15,570.0 $1.2M 0.00% NEW $79.24
Page 71 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%