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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 3 of 23  ·  448 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 NU NU HLDGS LTD Financial Services 2,049,893.0 $29.5M 0.11% -19K -0.9% $14.37 -8.4%
42 MRSH MARSH & MCLENNAN COS INC Financial Services 168,714.0 $29.3M 0.11% -1K -0.7% $173.45 -4.8%
43 MRVL MARVELL TECHNOLOGY INC Technology 291,561.0 $28.9M 0.11% -4K -1.3% $99.05 +92.5%
44 BK BANK NEW YORK MELLON CORP Financial Services 234,493.0 $27.8M 0.11% -2K -0.7% $118.63 +17.2%
45 JCI JOHNSON CONTROLS INTERNATION Industrials 209,507.0 $27.4M 0.11% -15K -6.5% $130.95 +3.5%
46 REGN REGENERON PHARMACEUTICALS Healthcare 35,297.0 $27.3M 0.10% -219.0 -0.6% $772.64 -15.9%
47 EOG EOG RES INC Energy 181,651.0 $26.3M 0.10% -4K -2.2% $144.57 -3.2%
48 ITUB ITAU UNIBANCO HLDG S A Financial Services 3,115,046.0 $26.1M 0.10% -53K -1.7% $8.38 -4.5%
49 HCA HCA HEALTHCARE INC Healthcare 55,037.0 $26.0M 0.10% -1K -2.1% $473.24 -17.0%
50 MCO MOODYS CORP Financial Services 55,300.0 $24.1M 0.09% -555.0 -1.0% $436.25 +2.1%
51 GM GENERAL MTRS CO Consumer Cyclical 318,262.0 $23.7M 0.09% -11K -3.2% $74.50 +3.6%
52 AON AON PLC Financial Services 70,259.0 $22.7M 0.09% -1K -1.4% $322.78 +0.4%
53 ELV ELEVANCE HEALTH INC FORMERLY Healthcare 75,337.0 $22.1M 0.09% -453.0 -0.6% $292.75 +33.2%
54 APD AIR PRODUCTS AND CHEMICALS I Basic Materials 75,485.0 $21.9M 0.09% -1K -1.8% $290.49 -0.1%
55 CTVA CORTEVA INC Basic Materials 227,502.0 $19.0M 0.07% -6K -2.7% $83.71 -5.6%
56 ALL ALLSTATE CORP Financial Services 87,869.0 $18.2M 0.07% -2K -2.2% $207.34 +3.4%
57 FAST FASTENAL CO Industrials 389,766.0 $18.1M 0.07% -3K -0.8% $46.40 -6.2%
58 D DOMINION ENERGY INC Utilities 291,961.0 $18.0M 0.07% -2K -0.8% $61.82 +10.5%
59 DELL DELL TECHNOLOGIES INC Technology 109,181.0 $17.9M 0.07% -2K -1.6% $164.13 +54.1%
60 ZTS ZOETIS INC Healthcare 150,610.0 $17.8M 0.07% -3K -2.2% $118.21 -32.6%
Page 3 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%