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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 13 of 17  ·  333 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 EXPO EXPONENT INC Industrials 32,095.0 $2.1M 0.01% +727.0 +2.3% $65.25 -12.6%
242 OMF ONEMAIN HLDGS INC Financial Services 39,091.0 $2.1M 0.01% +1K +3.9% $53.49 +0.5%
243 HAE HAEMONETICS CORP MASS Healthcare 37,068.0 $2.1M 0.01% +8K +27.9% $56.36 +9.9%
244 PFSI PENNYMAC FINL SVCS INC NEW Financial Services 23,841.0 $2.1M 0.01% +7K +38.1% $87.40 -0.4%
245 POST POST HLDGS INC Consumer Defensive 21,010.0 $2.1M 0.01% +890.0 +4.4% $98.86 -1.4%
246 DOCS DOXIMITY INC Healthcare 89,137.0 $2.1M 0.01% +44K +96.0% $23.30 -16.8%
247 SNAP SNAP INC Communication Services 449,786.0 $2.1M 0.01% +67K +17.6% $4.60 +22.3%
248 DBX DROPBOX INC Technology 90,939.0 $2.1M 0.01% +18K +24.2% $22.72 +19.9%
249 QTWO Q2 HLDGS INC Technology 43,500.0 $2.1M 0.01% +12K +40.2% $47.30 -0.5%
250 SLM SLM CORP Financial Services 96,067.0 $2.1M 0.01% +16K +19.6% $21.41 +2.8%
251 PJT PJT PARTNERS INC Financial Services 14,719.0 $2.1M 0.01% +1K +10.5% $139.72 +11.1%
252 HIW HIGHWOODS PPTYS INC Real Estate 95,618.0 $2.0M 0.01% +19K +24.5% $21.41 +19.3%
253 TPG TPG INC Financial Services 50,447.0 $2.0M 0.01% +7K +14.9% $40.51 +0.4%
254 MC MOELIS & CO Financial Services 35,851.0 $2.0M 0.01% +481.0 +1.4% $57.00 +15.2%
255 ITRI ITRON INC Technology 22,691.0 $2.0M 0.01% +287.0 +1.3% $89.63 -8.7%
256 MTN VAIL RESORTS INC Consumer Cyclical 15,698.0 $2.0M 0.01% +391.0 +2.5% $128.32 -1.1%
257 BBSI BARRETT BUSINESS SVCS INC Industrials 69,028.0 $2.0M 0.01% +9K +14.3% $29.18 +6.3%
258 APPF APPFOLIO INC Technology 12,750.0 $2.0M 0.01% +3K +34.8% $157.82 +2.9%
259 CALX CALIX INC Technology 40,986.0 $2.0M 0.01% +2K +5.2% $48.99 -21.6%
260 SIG SIGNET JEWELERS LIMITED Consumer Cyclical 23,655.0 $2.0M 0.01% +705.0 +3.1% $84.64 -7.2%
Page 13 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%