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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 72 of 86  ·  1,718 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1421 CBT CABOT CORP Basic Materials 13,583.0 $1.2M 0.00% NEW $90.82 -5.9%
1422 USAR USA RARE EARTH INC Basic Materials 57,088.0 $1.2M 0.00% NEW $21.58 -15.8%
1423 UTI UNIVERSAL TECHNICAL INST INC Consumer Defensive 28,794.0 $1.2M 0.00% NEW $42.77 -46.0%
1424 ICHR ICHOR HOLDINGS Technology 10,954.0 $1.2M 0.00% NEW $112.28 -47.2%
1425 SPSC SPS COMM INC Technology 21,492.0 $1.2M 0.00% NEW $57.17 +38.7%
1426 SEI SOLARIS ENERGY INFRAS INC Energy 15,270.0 $1.2M 0.00% NEW $80.46 -31.3%
1427 EQBK EQUITY BANCSHARES INC Financial Services 24,982.0 $1.2M 0.00% NEW $48.99 +3.2%
1428 DOCS DOXIMITY INC Healthcare 58,961.0 $1.2M 0.00% -30K -33.9% $20.74 +23.0%
1429 XRAY DENTSPLY SIRONA INC Healthcare 115,207.0 $1.2M 0.00% -64K -35.9% $10.61 +2.4%
1430 CALUMET INC 33,880.0 $1.2M 0.00% NEW $36.02
1431 OLED UNIVERSAL DISPLAY CORP Technology 14,087.0 $1.2M 0.00% -5K -26.6% $86.59 -0.5%
1432 SIX FLAGS ENTERTAINMENT CORP 57,259.0 $1.2M 0.00% NEW $21.30
1433 QTWO Q2 HLDGS INC Technology 25,339.0 $1.2M 0.00% -18K -41.8% $48.10 +31.5%
1434 NSA NATIONAL STORAGE AFFILIATES Real Estate 27,400.0 $1.2M 0.00% -38K -57.8% $44.47 -2.4%
1435 SXT SENSIENT TECHNOLOGIES CORP Basic Materials 9,849.0 $1.2M 0.00% NEW $123.29 +7.9%
1436 DHC DIVERSIFIED HEALTHCARE TR Real Estate 130,489.0 $1.2M 0.00% NEW $9.30 -13.3%
1437 KALU KAISER ALUMINIUM CORPORATION Basic Materials 6,203.0 $1.2M 0.00% NEW $195.63 -20.4%
1438 HOG HARLEY DAVIDSON INC Consumer Cyclical 49,587.0 $1.2M 0.00% -61K -55.3% $24.46 +15.2%
1439 IBCP INDEPENDENT BK CORP MICH Financial Services 33,496.0 $1.2M 0.00% NEW $36.07 +3.5%
1440 NVTS NAVITAS SEMICONDUCTOR CORP Technology 67,162.0 $1.2M 0.00% NEW $17.92 -25.9%
Page 72 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%