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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 12 of 23  ·  448 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 AROC ARCHROCK INC Energy 68,419.0 $2.4M 0.01% -24K -26.2% $34.80 +6.0%
222 MIDD MIDDLEBY CORP Industrials 17,950.0 $2.4M 0.01% -1K -5.5% $132.58 +9.5%
223 HXL HEXCEL CORP NEW Industrials 29,383.0 $2.4M 0.01% -686.0 -2.3% $80.93 +4.7%
224 GBCI GLACIER BANCORP INC NEW Financial Services 53,234.0 $2.4M 0.01% -353.0 -0.7% $44.67 +7.0%
225 NOG NORTHERN OIL & GAS INC Energy 80,722.0 $2.4M 0.01% -9K -10.0% $29.23 -19.2%
226 OUTFRONT MEDIA INC 88,926.0 $2.4M 0.01% -8K -8.2% $26.50
227 JHG JANUS HENDERSON GROUP PLC Financial Services 45,859.0 $2.4M 0.01% -5K -10.0% $51.37 +0.6%
228 BTSG BRIGHTSPRING HEALTH SVCS INC Healthcare 55,121.0 $2.3M 0.01% -13K -19.4% $42.61 +36.1%
229 DVA DAVITA INC Healthcare 15,264.0 $2.3M 0.01% -3K -17.5% $153.69 +29.3%
230 MYRG MYR GROUP INC Industrials 8,298.0 $2.3M 0.01% -1K -14.7% $282.32 +55.5%
231 CWAN CLEARWATER ANALYTICS HLDGS I Technology 98,834.0 $2.3M 0.01% -5K -4.5% $23.65 +3.0%
232 MOH MOLINA HEALTHCARE INC Healthcare 17,531.0 $2.3M 0.01% -865.0 -4.7% $133.30 +36.0%
233 NJR NEW JERSEY RES CORP Utilities 42,537.0 $2.3M 0.01% -4K -8.5% $54.92 +4.1%
234 PDD PDD HOLDINGS INC Consumer Cyclical 22,862.0 $2.3M 0.01% -18K -43.4% $102.18 -4.3%
235 AUB ATLANTIC UN BANKSHARES CORP Financial Services 65,339.0 $2.3M 0.01% -3K -4.8% $35.74 +5.4%
236 LNTH LANTHEUS HLDGS INC Healthcare 30,731.0 $2.3M 0.01% -10K -23.8% $75.85 +24.5%
237 HESM HESS MIDSTREAM LP Energy 59,939.0 $2.3M 0.01% -7K -10.1% $38.87 +2.4%
238 FEDERATED HERMES INC 41,031.0 $2.3M 0.01% -4K -8.0% $56.71
239 PLXS PLEXUS CORP Technology 11,441.0 $2.3M 0.01% -4K -27.3% $202.54 +27.6%
240 LAUR LAUREATE ED INC Consumer Defensive 66,164.0 $2.3M 0.01% -5K -7.1% $34.84 -5.4%
Page 12 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%