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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 3 of 7  ·  129 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 LCII LCI INDS Consumer Cyclical 15,414.0 $1.9M 0.01% NEW $122.98 -11.2%
42 CPRI CAPRI HOLDINGS LIMITED Consumer Cyclical 105,336.0 $1.9M 0.01% NEW $17.62 +4.3%
43 ONDS ONDAS INC Technology 197,448.0 $1.8M 0.01% NEW $9.04 +1.5%
44 GPGI GPGI INC Industrials 99,864.0 $1.7M 0.01% NEW $17.10 -30.1%
45 VSCO VICTORIAS SECRET AND CO Consumer Cyclical 36,669.0 $1.7M 0.01% NEW $46.36 +2.9%
46 DNOW DNOW INC Energy 137,465.0 $1.6M 0.01% NEW $11.91 +8.2%
47 INDV INDIVIOR PHARMACEUTICALS INC Healthcare 51,451.0 $1.6M 0.01% NEW $30.48 +22.9%
48 HNI HNI CORP Industrials 44,853.0 $1.5M 0.01% NEW $33.39 -7.5%
49 ACMR ACM RESH INC Technology 34,414.0 $1.4M 0.01% NEW $39.35 +81.9%
50 TERN TERNS PHARMACEUTICALS INC Healthcare 19,440.0 $1.0M 0.00% NEW $52.72 +0.4%
51 TWST TWIST BIOSCIENCE CORP Healthcare 20,629.0 $980K 0.00% NEW $47.52 +12.9%
52 ERAS ERASCA INC Healthcare 58,176.0 $941K 0.00% NEW $16.18 -28.2%
53 SSRM SSR MINING IN Basic Materials 27,296.0 $803K 0.00% NEW $29.40 +4.6%
54 TRMD TORM PLC Energy 27,780.0 $775K 0.00% NEW $27.90 +17.2%
55 IMNM IMMUNOME INC Healthcare 32,052.0 $701K 0.00% NEW $21.87 +5.0%
56 DHT DHT HOLDINGS INC Energy 37,944.0 $693K 0.00% NEW $18.27 -2.8%
57 BCRX BIOCRYST PHARMACEUTICALS INC Healthcare 70,830.0 $674K 0.00% NEW $9.52 -12.1%
58 SNDX SYNDAX PHARMACEUTICALS INC Healthcare 27,968.0 $653K 0.00% NEW $23.36 -13.8%
59 CLDX CELLDEX THERAPEUTICS INC NEW Healthcare 20,439.0 $648K 0.00% NEW $31.72 -3.6%
60 NKTR NEKTAR THERAPEUTICS Healthcare 8,288.0 $596K 0.00% NEW $71.95 -4.7%
Page 3 of 7  ·  129 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%