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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 16 of 17  ·  333 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 CXT CRANE NXT CO Industrials 42,723.0 $1.7M 0.01% +4K +10.6% $40.59 -1.3%
302 GPK GRAPHIC PACKAGING HLDG CO Consumer Cyclical 174,335.0 $1.7M 0.01% +35K +25.0% $9.94 +1.0%
303 TEM TEMPUS AI INC Healthcare 37,507.0 $1.7M 0.01% +5K +14.9% $45.22 +1.5%
304 GTLB GITLAB INC Technology 78,251.0 $1.7M 0.01% +30K +60.6% $21.64 +18.4%
305 RYTM RHYTHM PHARMACEUTICALS INC Healthcare 19,386.0 $1.7M 0.01% +116.0 +0.6% $86.97 +4.2%
306 PTCT PTC THERAPEUTICS INC Healthcare 24,695.0 $1.7M 0.01% +293.0 +1.2% $68.13 +4.2%
307 FOUR SHIFT4 PMTS INC Technology 38,450.0 $1.7M 0.01% +6K +17.9% $43.73 -0.5%
308 IRTC IRHYTHM HOLDINGS INC Healthcare 14,155.0 $1.7M 0.01% +1K +11.3% $118.02 -0.1%
309 ACHR ARCHER AVIATION INC Industrials 311,055.0 $1.6M 0.01% +28K +9.8% $5.17 +18.4%
310 MDV MODIV INDUSTRIAL INC Real Estate 105,000.0 $1.5M 0.01% +15K +16.7% $14.32 +27.6%
311 LGND LIGAND PHARMACEUTICALS INC Healthcare 6,726.0 $1.3M 0.01% +37.0 +0.6% $199.65 +11.3%
312 SGHC SUPER GROUP SGHC LIMITED Consumer Cyclical 120,557.0 $1.3M 0.01% +31K +34.2% $10.80 +27.2%
313 GLBE GLOBAL E ONLINE LTD Consumer Cyclical 37,863.0 $1.2M 0.01% +25K +192.8% $30.85 -2.3%
314 SUPN SUPERNUS PHARMACEUTICALS Healthcare 19,596.0 $1.0M 0.00% +457.0 +2.4% $51.69 -5.8%
315 EOSE EOS ENERGY ENTERPRISES INC Industrials 196,413.0 $974K 0.00% +36K +22.8% $4.96 +64.7%
316 APOGEE THERAPEUTICS INC 11,073.0 $932K 0.00% +194.0 +1.8% $84.17
317 IMMUNITYBIO INC 117,817.0 $904K 0.00% +5K +4.3% $7.67
318 ARQT ARCUTIS BIOTHERAPEUTICS INC Healthcare 37,676.0 $888K 0.00% +843.0 +2.3% $23.56 -10.8%
319 VCYT VERACYTE INC Healthcare 27,016.0 $870K 0.00% +164.0 +0.6% $32.21 +40.3%
320 TVTX TRAVERE THERAPEUTICS INC Healthcare 29,049.0 $863K 0.00% +145.0 +0.5% $29.71 +46.4%
Page 16 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%