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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 6 of 17  ·  333 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 CLH CLEAN HARBORS INC Industrials 16,480.0 $4.7M 0.02% +1K +8.1% $286.73 -1.5%
102 PFGC PERFORMANCE FOOD GROUP CO Consumer Defensive 52,506.0 $4.5M 0.02% +389.0 +0.8% $85.66 +10.5%
103 DKS DICKS SPORTING GOODS INC Consumer Cyclical 22,231.0 $4.4M 0.02% +408.0 +1.9% $198.29 +11.8%
104 PNR PENTAIR PLC Industrials 49,682.0 $4.3M 0.02% +2K +3.3% $87.11 -14.8%
105 CUZ COUSINS PPTYS INC Real Estate 190,557.0 $4.3M 0.02% +25K +14.8% $22.57 +17.1%
106 KEY KEYCORP Financial Services 214,389.0 $4.3M 0.02% +56K +35.7% $20.05 +7.2%
107 TLN TALEN ENERGY CORP Utilities 13,464.0 $4.3M 0.02% +81.0 +0.6% $319.23 +7.9%
108 STRL STERLING INFRASTRUCTURE INC Industrials 10,505.0 $4.3M 0.02% +300.0 +2.9% $407.27 +84.6%
109 CLX CLOROX CO DEL Consumer Defensive 40,358.0 $4.2M 0.02% +3K +7.1% $103.63 -8.2%
110 AVY AVERY DENNISON CORP Industrials 24,127.0 $4.2M 0.02% +314.0 +1.3% $172.68 -8.0%
111 PEB PEBBLEBROOK HOTEL TR Real Estate 327,313.0 $4.1M 0.02% +179K +121.4% $12.63 +17.7%
112 CACI CACI INTL INC Technology 7,436.0 $4.0M 0.02% +40.0 +0.5% $543.87 -9.9%
113 ANNALY CAPITAL MANAGEMENT IN 188,685.0 $4.0M 0.01% +2K +0.9% $21.15
114 NXRT NEXPOINT RESIDENTIAL TR INC Real Estate 154,157.0 $3.9M 0.01% +5K +3.3% $25.00 +18.0%
115 MLI MUELLER INDS INC Industrials 34,675.0 $3.8M 0.01% +4K +13.9% $110.80 +20.6%
116 GNL GLOBAL NET LEASE INC Real Estate 406,533.0 $3.8M 0.01% +234K +135.0% $9.36 +0.2%
117 MEDP MEDPACE HLDGS INC Healthcare 7,746.0 $3.7M 0.01% +46.0 +0.6% $480.19 -10.4%
118 SLG SL GREEN RLTY CORP Real Estate 100,210.0 $3.7M 0.01% +9K +9.6% $36.94 +12.2%
119 LXP INDUSTRIAL TRUST 79,436.0 $3.7M 0.01% +6K +7.9% $46.26
120 ACM AECOM Industrials 42,804.0 $3.6M 0.01% +2K +4.8% $84.82 -17.3%
Page 6 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%