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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 1 of 23  ·  448 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 AAPL APPLE INC Technology 5,024,674.0 $1.28B 4.92% -43K -0.8% $253.79 +20.2%
2 IEMG ISHARES INC 12,458,692.0 $869.0M 3.35% -10.1M -44.8% $69.75 +15.5%
3 JPM JPMORGAN CHASE & CO Financial Services 934,681.0 $274.9M 1.06% -7K -0.8% $294.16 +3.0%
4 XOM EXXON MOBIL CORP Energy 1,447,521.0 $245.6M 0.95% -13K -0.9% $169.66 -7.9%
5 JNJ JOHNSON & JOHNSON Healthcare 823,394.0 $201.3M 0.78% -5K -0.6% $244.44 -5.2%
6 V VISA INC Financial Services 578,635.0 $174.9M 0.68% -5K -0.9% $302.24 +9.4%
7 MA MASTERCARD INCORPORATED Financial Services 291,067.0 $145.4M 0.56% -3K -0.9% $499.66 -0.0%
8 CVX CHEVRON CORPORATION Energy 656,841.0 $135.9M 0.52% -5K -0.8% $206.90 -7.7%
9 BAC BANK AMERICA CORP Financial Services 2,357,682.0 $114.9M 0.44% -55K -2.3% $48.75 +5.6%
10 MRK MERCK & CO INC Healthcare 848,249.0 $102.0M 0.39% -12K -1.4% $120.29 -3.7%
11 GS GOLDMAN SACHS GROUP INC Financial Services 103,328.0 $87.4M 0.34% -720.0 -0.7% $845.99 +16.8%
12 WFC WELLS FARGO & CO Financial Services 1,078,514.0 $85.9M 0.33% -17K -1.6% $79.61 -4.8%
13 LIN LINDE PLC Basic Materials 159,540.0 $79.1M 0.30% -2K -1.4% $495.76 +3.8%
14 T AT&T INC Communication Services 2,430,617.0 $70.5M 0.27% -17K -0.7% $28.99 -14.0%
15 C CITIGROUP INC Financial Services 615,945.0 $69.9M 0.27% -13K -2.1% $113.41 +10.4%
16 MS MORGAN STANLEY Financial Services 411,261.0 $67.7M 0.26% -2K -0.6% $164.57 +21.8%
17 CRM SALESFORCE INC Technology 320,996.0 $59.9M 0.23% -4K -1.2% $186.67 -5.5%
18 DIS DISNEY WALT CO Communication Services 611,164.0 $58.9M 0.23% -4K -0.6% $96.38 +7.5%
19 AXP AMERICAN EXPRESS CO Financial Services 190,050.0 $57.5M 0.22% -1K -0.6% $302.48 +2.4%
20 COP CONOCOPHILLIPS Energy 423,807.0 $55.9M 0.22% -8K -1.8% $132.00 -8.7%
Page 1 of 23  ·  448 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%