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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 11 of 23  ·  448 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 NE NOBLE CORP PLC Energy 51,789.0 $2.5M 0.01% -19K -26.5% $49.07 +6.7%
202 ECG EVERUS CONSTR GROUP Industrials 21,515.0 $2.5M 0.01% -4K -14.7% $118.06 +27.7%
203 SMTC SEMTECH CORP Technology 32,933.0 $2.5M 0.01% -1K -4.2% $76.89 +84.5%
204 ARW ARROW ELECTRS INC Technology 17,630.0 $2.5M 0.01% -3K -13.9% $143.41 +48.4%
205 PL PLANET LABS PBC Industrials 90,326.0 $2.5M 0.01% -98K -52.0% $27.95 +52.6%
206 PGC PEAPACK-GLADSTONE FINL CORP Financial Services 70,863.0 $2.5M 0.01% -14K -16.6% $35.21 +21.5%
207 ALV AUTOLIV INC Consumer Cyclical 23,715.0 $2.5M 0.01% -3K -11.6% $105.16 +14.3%
208 PAGP PLAINS GP HLDGS L P Energy 101,854.0 $2.5M 0.01% -19K -15.7% $24.28 +5.1%
209 IAC IAC INC Technology 61,564.0 $2.5M 0.01% -4K -6.6% $40.03 +2.8%
210 VAL VALARIS LTD Energy 25,123.0 $2.5M 0.01% -13K -33.9% $98.04 +11.8%
211 MGM MGM RESORTS INTERNATIONAL Consumer Cyclical 66,244.0 $2.5M 0.01% -2K -3.5% $37.01 +1.8%
212 NSA NATIONAL STORAGE AFFILIATES Real Estate 64,942.0 $2.5M 0.01% -9K -12.5% $37.74 +13.4%
213 HCC WARRIOR MET COAL INC Energy 26,300.0 $2.4M 0.01% -1K -4.8% $93.15 -8.3%
214 LBRDK LIBERTY BROADBAND CORP Communication Services 48,595.0 $2.4M 0.01% -970.0 -2.0% $50.30 -30.7%
215 UBSI UNITED BANKSHARES INC WEST V Financial Services 58,575.0 $2.4M 0.01% -2K -4.0% $41.42 +4.2%
216 CMC COMMERCIAL METALS CO Basic Materials 39,247.0 $2.4M 0.01% -9K -18.3% $61.43 +15.1%
217 UEC URANIUM ENERGY CORP Energy 178,373.0 $2.4M 0.01% -10K -5.3% $13.50 -5.6%
218 UNF UNIFIRST CORP MASS Industrials 9,545.0 $2.4M 0.01% -4K -29.8% $251.59 +5.1%
219 LRN STRIDE INC Consumer Defensive 27,115.0 $2.4M 0.01% -6K -18.8% $88.17 -0.6%
220 ITGR INTEGER HLDGS CORP Healthcare 27,096.0 $2.4M 0.01% -5K -14.9% $88.00 +2.3%
Page 11 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%