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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 4 of 17  ·  333 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 ATO ATMOS ENERGY CORP Utilities 41,122.0 $7.6M 0.03% +2K +4.6% $184.72 -3.9%
62 PPG PPG INDS INC Basic Materials 70,310.0 $7.5M 0.03% +808.0 +1.2% $106.88 -2.3%
63 CHD CHURCH & DWIGHT CO INC Consumer Defensive 79,475.0 $7.4M 0.03% +3K +3.5% $93.32 +2.5%
64 TLK TELEKOMUNIKASI IND Communication Services 393,839.0 $7.4M 0.03% +55K +16.3% $18.68 -6.6%
65 VLTO VERALTO CORP Industrials 82,726.0 $7.3M 0.03% +6K +7.7% $88.42 -2.5%
66 WWD WOODWARD INC Industrials 20,206.0 $7.2M 0.03% +287.0 +1.4% $357.92 -0.4%
67 SOFI SOFI TECHNOLOGIES INC Financial Services 434,409.0 $6.9M 0.03% +19K +4.5% $15.88 -1.2%
68 USFD US FOODS HLDG CORP Consumer Defensive 74,047.0 $6.8M 0.03% +1K +2.1% $92.21 -12.0%
69 STAG STAG INDUSTRIAL INC Real Estate 187,515.0 $6.8M 0.03% +2K +1.3% $36.06 +6.2%
70 CHRW C H ROBINSON WORLDWIDE IN Industrials 40,171.0 $6.7M 0.03% +558.0 +1.4% $166.07 +7.3%
71 CFG CITIZENS FINL GROUP INC Financial Services 108,893.0 $6.5M 0.03% +20K +22.2% $59.97 +4.7%
72 EXPD EXPEDITORS INTL WASH INC Industrials 45,432.0 $6.5M 0.03% +1K +2.5% $143.23 +9.7%
73 ASTS AST SPACEMOBILE INC Technology 77,952.0 $6.5M 0.03% +3K +3.8% $82.87 +16.1%
74 KHC KRAFT HEINZ CO Consumer Defensive 285,925.0 $6.4M 0.03% +7K +2.5% $22.49 +4.7%
75 PHM PULTE GROUP INC Consumer Cyclical 53,707.0 $6.3M 0.02% +573.0 +1.1% $117.61 -1.1%
76 CRWV COREWEAVE INC Technology 80,566.0 $6.2M 0.02% +21K +35.5% $77.47 +38.9%
77 AKR ACADIA RLTY TR Real Estate 321,962.0 $6.2M 0.02% +4K +1.3% $19.12 +14.1%
78 EL LAUDER ESTEE COS INC Consumer Defensive 85,571.0 $6.1M 0.02% +3K +4.0% $71.77 +9.9%
79 ENTG ENTEGRIS INC Technology 52,190.0 $6.1M 0.02% +1K +2.6% $117.24 +12.1%
80 PFG PRINCIPAL FINANCIAL GROUP IN Financial Services 65,587.0 $5.9M 0.02% +1K +2.1% $90.11 +14.1%
Page 4 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%