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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 13 of 23  ·  448 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 OSW ONESPAWORLD HOLDINGS LIMITED Consumer Cyclical 100,309.0 $2.3M 0.01% -7K -6.7% $22.95 +5.1%
242 BCPC BALCHEM CORP Basic Materials 13,508.0 $2.3M 0.01% -501.0 -3.6% $169.48 -4.6%
243 SEADRILL LTD 50,300.0 $2.3M 0.01% -18K -26.7% $45.50
244 OTTR OTTER TAIL CORP Utilities 25,969.0 $2.3M 0.01% -350.0 -1.3% $87.77 -1.3%
245 POR PORTLAND GEN ELEC CO Utilities 43,174.0 $2.3M 0.01% -1K -2.3% $52.77 -5.8%
246 ACA ARCOSA INC Industrials 21,437.0 $2.3M 0.01% -467.0 -2.1% $106.14 +12.3%
247 TPH TRI POINTE HOMES INC Consumer Cyclical 48,562.0 $2.3M 0.01% -21K -30.6% $46.73 +0.5%
248 POWL POWELL INDS INC Industrials 4,193.0 $2.3M 0.01% -3K -37.5% $541.08 -49.9%
249 PRMB PRIMO BRANDS CORPORATION Consumer Defensive 120,328.0 $2.3M 0.01% -19K -13.4% $18.83 +19.8%
250 BGC BGC GROUP INC Financial Services 231,609.0 $2.3M 0.01% -16K -6.4% $9.78 +13.8%
251 OGS ONE GAS INC Utilities 26,288.0 $2.3M 0.01% -209.0 -0.8% $86.13 -4.4%
252 CWEN CLEARWAY ENERGY INC Utilities 57,454.0 $2.3M 0.01% -2K -3.7% $39.29 -2.9%
253 INSTALLED BLDG PRODS INC 8,491.0 $2.3M 0.01% -219.0 -2.5% $265.15
254 VSAT VIASAT INC Technology 49,060.0 $2.2M 0.01% -12K -19.8% $45.80 +64.3%
255 BFH BREAD FINANCIAL HOLDINGS INC Financial Services 29,982.0 $2.2M 0.01% -6K -15.8% $74.89 +14.5%
256 SXI STANDEX INTL CORP Industrials 8,798.0 $2.2M 0.01% -738.0 -7.7% $254.86 -0.4%
257 OPLN OPENLANE INC Consumer Cyclical 76,860.0 $2.2M 0.01% -8K -9.6% $29.15 +20.2%
258 SWX SOUTHWEST GAS HLDGS INC Utilities 25,779.0 $2.2M 0.01% -1K -5.0% $86.90 +3.2%
259 NPO ENPRO INC Industrials 8,937.0 $2.2M 0.01% -2K -16.1% $250.65 +20.8%
260 ATLANTA BRAVES HLDGS INC 52,435.0 $2.2M 0.01% -4K -7.5% $42.70
Page 13 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%