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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 9 of 86  ·  1,718 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 MMM 3M CO Industrials 170,128.0 $27.5M 0.09% -13K -6.9% $161.91 +11.8%
162 ELV ELEVANCE HEALTH INC FORMERLY Healthcare 70,789.0 $27.4M 0.09% -5K -6.0% $386.73 +3.0%
163 TMUS T-MOBILE US INC Communication Services 162,001.0 $27.2M 0.09% -12K -6.8% $167.73 +9.0%
164 SNOW SNOWFLAKE INC Technology 106,578.0 $27.1M 0.09% -4K -4.0% $254.50 +27.8%
165 ADBE ADOBE INC Technology 130,882.0 $26.8M 0.09% -12K -8.2% $205.02 +28.3%
166 SNPS SYNOPSYS INC Technology 59,211.0 $26.4M 0.09% -6K -8.9% $446.07 -9.3%
167 BE BLOOM ENERGY CORP Industrials 86,934.0 $26.3M 0.09% +9K +12.3% $302.70 -31.0%
168 DDOG DATADOG INC Technology 100,941.0 $26.3M 0.09% -4K -3.8% $260.36 -5.5%
169 SLB SLB LIMITED Energy 565,003.0 $26.3M 0.09% -49K -7.9% $46.49 +14.5%
170 RCL ROYAL CARIBBEAN GROUP Consumer Cyclical 82,674.0 $26.3M 0.09% -5K -6.0% $317.53 -5.5%
171 MAR MARRIOTT INTL INC NEW Consumer Cyclical 70,753.0 $26.2M 0.09% -6K -8.2% $370.59 -3.6%
172 UPS UNITED PARCEL SVCS INC Industrials 243,618.0 $26.2M 0.09% -8K -3.1% $107.50 -5.2%
173 GD GENERAL DYNAMICS CORP Industrials 73,621.0 $26.1M 0.09% -3K -4.4% $354.24 +11.1%
174 SHW SHERWIN WILLIAMS CO Basic Materials 75,551.0 $26.0M 0.09% -4K -5.6% $344.32 +0.3%
175 EMR EMERSON ELEC CO Industrials 181,677.0 $26.0M 0.09% -9K -4.7% $143.15 +10.3%
176 MRSH MARSH & MCLENNAN COS INC Financial Services 154,775.0 $25.8M 0.09% -14K -8.3% $166.67 +11.8%
177 CME CME GROUP INC Financial Services 116,536.0 $25.7M 0.09% -6K -5.1% $220.83 +23.0%
178 VLO VALERO ENERGY CORP Energy 97,600.0 $25.4M 0.09% -8K -7.3% $260.44 +34.4%
179 JPHY J P MORGAN EXCHANGE TRADED F 500,000.0 $25.2M 0.09% NEW $50.46 -0.7%
180 ORLY OREILLY AUTOMOTIVE INC Consumer Cyclical 272,415.0 $25.1M 0.09% -16K -5.5% $92.09 -1.4%
Page 9 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%