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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 20 of 23  ·  448 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
381 GAP GAP INC Consumer Cyclical 79,693.0 $1.9M 0.01% -11K -11.9% $24.20 -4.3%
382 KBR KBR INC Industrials 52,264.0 $1.9M 0.01% -613.0 -1.2% $36.86 -12.9%
383 H HYATT HOTELS CORP Consumer Cyclical 13,390.0 $1.9M 0.01% -1K -7.3% $143.79 +22.1%
384 WDFC WD 40 CO Basic Materials 9,437.0 $1.9M 0.01% -2K -14.5% $203.94 +2.0%
385 HUT 8 CORP 40,994.0 $1.9M 0.01% -15K -26.5% $46.91
386 ENPH ENPHASE ENERGY INC Energy 50,823.0 $1.9M 0.01% -27K -35.0% $37.81 +64.9%
387 SFBS SERVISFIRST BANCSHARES INC Financial Services 26,368.0 $1.9M 0.01% -5K -16.5% $72.83 +6.0%
388 AVNT AVIENT CORPORATION Basic Materials 52,903.0 $1.9M 0.01% -23K -30.6% $36.30 -6.0%
389 LPX LOUISIANA PAC CORP Basic Materials 26,393.0 $1.9M 0.01% -2K -8.6% $72.75 -3.6%
390 VSEC VSE CORP Industrials 10,401.0 $1.9M 0.01% -3K -21.4% $184.40 -7.5%
391 ROAD CONSTRUCTION PARTNERS INC Industrials 17,258.0 $1.9M 0.01% -3K -15.7% $111.12 +1.3%
392 MHK MOHAWK INDS INC Consumer Cyclical 19,378.0 $1.9M 0.01% -1K -6.5% $98.46 +3.9%
393 WERN WERNER ENTERPRISES INC Industrials 64,848.0 $1.9M 0.01% -26K -28.6% $29.41 +35.9%
394 AUR AURORA INNOVATION INC Technology 462,742.0 $1.9M 0.01% -103K -18.3% $4.12 +74.0%
395 ALHC ALIGNMENT HEALTHCARE INC Healthcare 107,914.0 $1.9M 0.01% -26K -19.4% $17.62 -7.1%
396 ABM ABM INDS INC Industrials 49,329.0 $1.9M 0.01% -4K -7.4% $38.52 +4.2%
397 CSW INDUSTRIALS INC 7,238.0 $1.9M 0.01% -2K -19.3% $260.58
398 BC BRUNSWICK CORP Consumer Cyclical 25,906.0 $1.9M 0.01% -9K -26.0% $72.76 +8.2%
399 CVCO CAVCO INDS INC DEL Consumer Cyclical 3,886.0 $1.9M 0.01% -114.0 -2.9% $484.29 +1.5%
400 CORZ CORE SCIENTIFIC INC NEW Technology 125,079.0 $1.9M 0.01% -15K -10.5% $14.96 +65.9%
Page 20 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%