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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 17 of 23  ·  448 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
321 IESC IES HOLDINGS INC Industrials 4,436.0 $2.1M 0.01% -2K -26.3% $476.47 +36.0%
322 LIVN LIVANOVA PLC Healthcare 33,126.0 $2.1M 0.01% -7K -17.2% $63.56 +15.9%
323 APLD APPLIED DIGITAL CORP Technology 88,635.0 $2.1M 0.01% -6K -6.1% $23.74 +102.3%
324 KMT KENNAMETAL INC Industrials 58,232.0 $2.1M 0.01% -25K -30.4% $36.13 -2.5%
325 OZK BANK OZK LITTLE ROCK ARK Financial Services 45,822.0 $2.1M 0.01% -4K -8.7% $45.89 +5.0%
326 U HAUL HOLDING COMPANY 47,029.0 $2.1M 0.01% -1K -2.4% $44.67
327 NTST NETSTREIT CORP Real Estate 111,554.0 $2.1M 0.01% -6K -5.0% $18.83 +9.5%
328 LTH LIFE TIME GROUP HOLDINGS INC Consumer Cyclical 77,952.0 $2.1M 0.01% -9K -10.7% $26.94 +22.3%
329 AVT AVNET INC Technology 34,059.0 $2.1M 0.01% -14K -28.7% $61.62 +35.3%
330 AMKR AMKOR TECHNOLOGY INC Technology 46,603.0 $2.1M 0.01% -24K -33.7% $45.03 +46.3%
331 REZI RESIDEO TECHNOLOGIES INC Industrials 62,245.0 $2.1M 0.01% -11K -14.8% $33.71 -14.2%
332 WULF TERAWULF INC Financial Services 145,373.0 $2.1M 0.01% -34K -19.1% $14.43 +49.9%
333 QCRH QCR HLDGS INC Financial Services 24,495.0 $2.1M 0.01% -4K -13.7% $85.45 +6.9%
334 OSIS OSI SYSTEMS INC Technology 7,861.0 $2.1M 0.01% -723.0 -8.4% $265.51 -21.7%
335 EBC EASTERN BANKSHARES INC Financial Services 106,534.0 $2.1M 0.01% -17K -14.1% $19.56 +1.5%
336 XRAY DENTSPLY SIRONA INC Healthcare 179,627.0 $2.1M 0.01% -31K -14.6% $11.60 -15.2%
337 VFC V F CORP Consumer Cyclical 122,527.0 $2.1M 0.01% -26K -17.3% $16.99 -4.6%
338 KNF KNIFE RIVER CORP Basic Materials 25,481.0 $2.1M 0.01% -6K -19.4% $81.65 -9.8%
339 TDS TELEPHONE & DATA SYS INC Communication Services 49,384.0 $2.1M 0.01% -7K -12.8% $42.10 -1.2%
340 MWA MUELLER WTR PRODS INC Industrials 75,518.0 $2.1M 0.01% -17K -18.7% $27.49 -8.6%
Page 17 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%