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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 79 of 86  ·  1,718 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1561 OLN OLIN CORP Basic Materials 45,805.0 $908K 0.00% -47K -50.5% $19.82 -5.7%
1562 INOD INNODATA INC Technology 12,000.0 $907K 0.00% NEW $75.58 -16.9%
1563 RARE ULTRAGENYX PHARMACEUTICAL IN Healthcare 27,022.0 $902K 0.00% -3K -8.9% $33.39 -15.1%
1564 AMSC AMERICAN SUPERCONDUCTOR CORP Industrials 21,666.0 $899K 0.00% NEW $41.51 -25.5%
1565 PPTA PERPETUA RESOURCES CORP Basic Materials 43,300.0 $899K 0.00% NEW $20.76 +22.4%
1566 AMPX AMPRIUS TECHNOLOGIES INC Industrials 64,549.0 $895K 0.00% NEW $13.86 -22.8%
1567 AMRX AMNEAL PHARMACEUTICALS INC Healthcare 51,573.0 $893K 0.00% -2K -4.0% $17.31 +3.2%
1568 NN NEXTNAV INC Communication Services 49,996.0 $891K 0.00% NEW $17.83 +1.9%
1569 DGII DIGI INTL INC Technology 11,857.0 $889K 0.00% NEW $74.95 +0.6%
1570 VISN VISTANCE NETWORKS INC Technology 69,256.0 $885K 0.00% -52K -42.9% $12.78 -12.6%
1571 RCUS ARCUS BIOSCIENCES INC Healthcare 28,371.0 $875K 0.00% -1K -4.2% $30.83 -3.7%
1572 PTEN PATTERSON-UTI ENERGY INC Energy 94,960.0 $872K 0.00% NEW $9.18 +33.6%
1573 SLS SELLAS LIFE SCIENCES GROUP I Healthcare 58,067.0 $857K 0.00% NEW $14.76 -6.4%
1574 LUNR INTUITIVE MACHINES INC Industrials 40,022.0 $856K 0.00% NEW $21.39 -15.2%
1575 KOS KOSMOS ENERGY LTD Energy 403,830.0 $852K 0.00% NEW $2.11 +37.8%
1576 TNGX TANGO THERAPEUTICS INC Healthcare 26,818.0 $838K 0.00% +12K +76.3% $31.26 -18.4%
1577 GRAL GRAIL INC Healthcare 12,269.0 $838K 0.00% +279.0 +2.3% $68.27 +8.4%
1578 DYN DYNE THERAPEUTICS INC Healthcare 37,396.0 $831K 0.00% -2K -5.1% $22.21 +18.3%
1579 HUN HUNTSMAN CORP Basic Materials 78,081.0 $829K 0.00% NEW $10.62 -4.8%
1580 BW BABCOCK & WILCOX ENTERPRISES Industrials 58,571.0 $826K 0.00% NEW $14.10 -35.8%
Page 79 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%