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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 2 of 23  ·  448 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 SCHW SCHWAB CHARLES CORP Financial Services 580,642.0 $54.6M 0.21% -13K -2.2% $93.98 -4.1%
22 PFE PFIZER INC Healthcare 1,943,131.0 $54.6M 0.21% -22K -1.1% $28.08 -7.6%
23 BA BOEING CO Industrials 269,256.0 $53.6M 0.21% -2K -0.9% $199.03 +10.3%
24 BAP CREDICORP LTD Financial Services 146,298.0 $49.6M 0.19% -19K -11.4% $339.18 +1.4%
25 QCOM QUALCOMM INC Technology 364,449.0 $46.9M 0.18% -2K -0.6% $128.78 +57.3%
26 SPIB SPDR SERIES TRUST 1,355,766.0 $45.5M 0.17% -300K -18.1% $33.54 -0.6%
27 LQD ISHARES TR 410,991.0 $44.8M 0.17% -100K -19.6% $108.99 -0.8%
28 BMY BRISTOL-MYERS SQUIBB CO Healthcare 695,733.0 $42.2M 0.16% -13K -1.8% $60.65 -1.8%
29 CB CHUBB LTD SWITZ Financial Services 128,427.0 $41.9M 0.16% -950.0 -0.7% $325.93 +1.3%
30 NEM NEWMONT CORP Basic Materials 380,659.0 $41.2M 0.16% -5K -1.3% $108.25 +0.1%
31 PGR PROGRESSIVE CORP Financial Services 201,304.0 $39.9M 0.15% -1K -0.6% $198.24 +2.2%
32 VRTX VERTEX PHARMACEUTICALS INC Healthcare 86,710.0 $38.7M 0.15% -1K -1.3% $446.54 -3.6%
33 SPHY SPDR SERIES TRUST 1,566,858.0 $36.5M 0.14% -2.0M -56.1% $23.32 +0.3%
34 TMUS T-MOBILE US INC Communication Services 173,906.0 $36.5M 0.14% -2K -0.9% $210.03 -9.5%
35 CMCSA COMCAST CORP NEW Communication Services 1,233,936.0 $35.4M 0.14% -12K -0.9% $28.71 -12.6%
36 WDC WESTERN DIGITAL CORP Technology 117,489.0 $31.8M 0.12% -2K -1.5% $270.49 +69.9%
37 SLB SLB LIMITED Energy 613,571.0 $31.5M 0.12% -38K -5.8% $51.39 +11.5%
38 SANDISK CORP 47,706.0 $30.3M 0.12% -255.0 -0.5% $635.34
39 CEG CONSTELLATION ENERGY CORP Utilities 106,393.0 $29.7M 0.12% -833.0 -0.8% $279.25 +2.4%
40 USHY ISHARES TR 800,000.0 $29.5M 0.11% -1.1M -57.9% $36.84 +0.4%
Page 2 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%