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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 74 of 86  ·  1,718 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1461 DNTH DIANTHUS THERAPEUTICS INC Healthcare 11,884.0 $1.2M 0.00% +6K +118.3% $97.48 +11.5%
1462 DIGITALBRIDGE GROUP INC 73,353.0 $1.2M 0.00% NEW $15.78
1463 CNNE CANNAE HLDGS INC Consumer Cyclical 80,315.0 $1.2M 0.00% -87K -52.0% $14.40 +5.0%
1464 AEO AMERICAN EAGLE OUTFITTERS IN Consumer Cyclical 67,187.0 $1.2M 0.00% -23K -25.5% $17.20 -7.5%
1465 CPRI CAPRI HOLDINGS LIMITED Consumer Cyclical 62,212.0 $1.2M 0.00% -43K -40.9% $18.57 -26.4%
1466 AMBA AMBARELLA INC Technology 13,451.0 $1.2M 0.00% NEW $85.80 -14.9%
1467 LCII LCI INDS Consumer Cyclical 10,884.0 $1.2M 0.00% -5K -29.4% $105.88 -0.8%
1468 PLUG PLUG PWR INC Industrials 424,821.0 $1.2M 0.00% NEW $2.71 -20.7%
1469 RAMP LIVERAMP HLDGS INC Technology 30,561.0 $1.2M 0.00% NEW $37.64 -0.0%
1470 MZTI MARZETTI COMPANY Consumer Defensive 10,072.0 $1.1M 0.00% -4K -26.7% $114.16 +0.5%
1471 EZPW EZCORP INC Financial Services 33,244.0 $1.1M 0.00% NEW $34.57 -18.2%
1472 GTY GETTY RLTY CORP NEW Real Estate 34,438.0 $1.1M 0.00% NEW $33.36 -1.0%
1473 PARR PAR PAC HOLDINGS INC Energy 20,406.0 $1.1M 0.00% NEW $56.08 +32.6%
1474 SEDG SOLAREDGE TECHNOLOGIES INC Energy 19,519.0 $1.1M 0.00% NEW $58.44 -47.3%
1475 OGN ORGANON & CO Healthcare 84,171.0 $1.1M 0.00% -5K -5.3% $13.54 +1.4%
1476 GPOR GULFPORT ENERGY CORP Energy 6,682.0 $1.1M 0.00% -4K -40.1% $169.70 +2.5%
1477 DNOW DNOW INC Energy 87,389.0 $1.1M 0.00% -50K -36.4% $12.97 +18.7%
1478 SHOO MADDEN STEVEN LTD Consumer Cyclical 26,922.0 $1.1M 0.00% NEW $42.10 +8.6%
1479 NEOG NEOGEN CORP Healthcare 125,921.0 $1.1M 0.00% NEW $8.99 +33.6%
1480 WK WORKIVA INC Technology 23,331.0 $1.1M 0.00% -15K -38.5% $48.51 +57.1%
Page 74 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%