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Portfolio (Quarterly) Guide ↗

State of New Jersey Common Pension Fund D

· CIK 0001483066
13F Portfolio $25.9B AUM 1,549 positions Filed May 5, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 129 New 333 Added 448 Reduced 52 Exited
Page 11 of 17  ·  333 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 TXNM ENERGY INC 38,221.0 $2.2M 0.01% +866.0 +2.3% $58.46
202 HMN HORACE MANN EDUCATORS CORP N Financial Services 52,301.0 $2.2M 0.01% +5K +11.4% $42.68 +11.6%
203 DV DOUBLEVERIFY HLDGS INC Technology 234,508.0 $2.2M 0.01% +25K +11.9% $9.50 +0.2%
204 PATH UIPATH INC Technology 200,618.0 $2.2M 0.01% +44K +27.8% $11.10 -4.8%
205 THG HANOVER INS GROUP INC Financial Services 12,842.0 $2.2M 0.01% +934.0 +7.8% $173.35 +12.2%
206 AXS AXIS CAP HLDGS LTD Financial Services 21,922.0 $2.2M 0.01% +206.0 +0.9% $101.41 -0.7%
207 HSAI HESAI GROUP Consumer Cyclical 115,500.0 $2.2M 0.01% +91K +370.0% $19.12 +9.3%
208 CWT CALIFORNIA WTR SVC GROUP Utilities 48,678.0 $2.2M 0.01% +748.0 +1.6% $45.34 -4.7%
209 BNL BROADSTONE NET LEASE INC Real Estate 120,328.0 $2.2M 0.01% +2K +1.7% $18.27 +11.7%
210 CHDN CHURCHILL DOWNS INC Consumer Cyclical 24,389.0 $2.2M 0.01% +4K +18.2% $89.83 -4.8%
211 AN AUTONATION INC Consumer Cyclical 11,183.0 $2.2M 0.01% +285.0 +2.6% $195.26 -4.5%
212 ESNT ESSENT GROUP LTD Financial Services 37,345.0 $2.2M 0.01% +2K +5.5% $58.44 +5.9%
213 VC VISTEON CORP Consumer Cyclical 23,949.0 $2.2M 0.01% +3K +12.4% $91.11 +19.9%
214 SNEX STONEX GROUP INC Financial Services 27,015.0 $2.2M 0.01% +2K +6.6% $80.65 +40.0%
215 PLMR PALOMAR HLDGS INC Financial Services 18,222.0 $2.2M 0.01% +2K +9.5% $119.50 -3.1%
216 MGEE MGE ENERGY INC Utilities 28,084.0 $2.2M 0.01% +2K +7.0% $77.29 -1.7%
217 SHO SUNSTONE HOTEL INVS INC NEW Real Estate 239,758.0 $2.2M 0.01% +4K +1.5% $9.01 +17.1%
218 LYFT LYFT INC Technology 161,793.0 $2.2M 0.01% +23K +16.2% $13.30 +1.4%
219 AVA AVISTA CORP Utilities 53,406.0 $2.1M 0.01% +658.0 +1.2% $40.14 +1.9%
220 PEGA PEGASYSTEMS INC Technology 50,244.0 $2.1M 0.01% +10K +26.4% $42.56 -19.5%
Page 11 of 17  ·  333 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 30.9%
Financial Services 11.9%
Consumer Cyclical 10.1%
Communication Services 9.6%
Healthcare 9.5%
Industrials 9.2%
Consumer Defensive 5.0%
Real Estate 4.9%
Energy 4.2%
Utilities 2.7%