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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 73 of 86  ·  1,718 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1441 PSKY PARAMOUNT SKYDANCE CORP Communication Services 121,932.0 $1.2M 0.00% -84K -40.7% $9.86 +4.7%
1442 FSLY FASTLY INC Technology 65,393.0 $1.2M 0.00% NEW $18.36 +27.6%
1443 WAY WAYSTAR HLDG CORP Technology 58,363.0 $1.2M 0.00% -29K -33.1% $20.53 +20.2%
1444 LIONSGATE STUDIOS CORP 78,134.0 $1.2M 0.00% NEW $15.31
1445 TDC TERADATA CORP DEL Technology 34,521.0 $1.2M 0.00% NEW $34.65 -20.4%
1446 IPGP IPG PHOTONICS CORP Technology 10,184.0 $1.2M 0.00% -7K -41.1% $117.32 -36.1%
1447 SIRIUSPOINT LTD 49,780.0 $1.2M 0.00% -52K -51.3% $24.00
1448 LINE LINEAGE INC Real Estate 27,593.0 $1.2M 0.00% NEW $43.25 -3.9%
1449 BILL BILL HOLDINGS INC Technology 32,978.0 $1.2M 0.00% -15K -31.6% $36.16 +31.6%
1450 SAFT SAFETY INS GROUP INC Financial Services 15,925.0 $1.2M 0.00% NEW $74.86 +38.4%
1451 ONDS ONDAS INC Technology 144,273.0 $1.2M 0.00% -53K -26.9% $8.24 +5.7%
1452 PTON PELOTON INTERACTIVE INC Consumer Cyclical 199,465.0 $1.2M 0.00% NEW $5.91 -7.6%
1453 VERSIGENT PLC 28,003.0 $1.2M 0.00% NEW $42.01
1454 HE HAWAIIAN ELEC INDS INC MTN B Utilities 86,525.0 $1.2M 0.00% -56K -39.3% $13.53 -13.9%
1455 CC CHEMOURS CO Basic Materials 57,017.0 $1.2M 0.00% -53K -48.2% $20.52 -22.3%
1456 FLO FLOWERS FOODS INC Consumer Defensive 147,743.0 $1.2M 0.00% -80K -35.1% $7.90 -8.4%
1457 PFSI PENNYMAC FINL SVCS INC NEW Financial Services 13,364.0 $1.2M 0.00% -10K -44.0% $87.10 -13.0%
1458 CGON CG ONCOLOGY INC Healthcare 16,381.0 $1.2M 0.00% +2K +12.1% $71.05 +9.5%
1459 CECO CECO ENVIRONMENTAL CORP Industrials 12,806.0 $1.2M 0.00% NEW $90.74 -19.7%
1460 CLSK CLEANSPARK INC Technology 79,717.0 $1.2M 0.00% NEW $14.55 -9.7%
Page 73 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%