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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 5 of 23  ·  448 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 AER AERCAP HOLDINGS NV Industrials 76,659.0 $10.5M 0.04% -4K -5.1% $137.18 +1.7%
82 DOW DOW HLDGS INC Basic Materials 246,446.0 $10.3M 0.04% -3K -1.3% $41.65 -13.8%
83 FISV FISERV INC Technology 181,142.0 $10.1M 0.04% -12K -6.1% $55.80 +0.0%
84 OTIS OTIS WORLDWIDE CORP Industrials 131,111.0 $10.1M 0.04% -2K -1.3% $77.08 -7.1%
85 SJNK SPDR SERIES TRUST 400,000.0 $10.0M 0.04% -1.6M -80.0% $24.98 +0.2%
86 TPR TAPESTRY INC Consumer Cyclical 70,419.0 $9.9M 0.04% -528.0 -0.7% $141.11 -3.8%
87 WTW WILLIS TOWERS WATSON PLC LTD Financial Services 32,641.0 $9.5M 0.04% -1K -3.2% $290.70 -12.6%
88 EIX EDISON INTL Utilities 129,261.0 $9.5M 0.04% -2K -1.3% $73.18 -3.9%
89 WDAY WORKDAY INC Technology 72,349.0 $9.4M 0.04% -998.0 -1.4% $129.92 -2.5%
90 EXPE EXPEDIA GROUP INC Consumer Cyclical 39,686.0 $9.2M 0.04% -461.0 -1.1% $230.89 -5.5%
91 DG DOLLAR GEN CORP Consumer Defensive 76,083.0 $9.0M 0.04% -1K -1.5% $118.73 -11.5%
92 CTRA COTERRA ENERGY INC Energy 254,932.0 $9.0M 0.04% -8K -3.2% $35.14 -7.3%
93 FICO FAIR ISAAC CORP Technology 8,090.0 $8.6M 0.03% -52.0 -0.6% $1067.54 +15.0%
94 STLD STEEL DYNAMICS INC Basic Materials 47,603.0 $8.6M 0.03% -3K -5.8% $180.00 +26.8%
95 DXCM DEXCOM INC Healthcare 134,380.0 $8.4M 0.03% -2K -1.1% $62.80 +14.5%
96 UTHR UNITED THERAPEUTICS CORP DEL Healthcare 13,979.0 $8.3M 0.03% -517.0 -3.6% $592.98 -4.9%
97 FIS FIDELITY NATL INFORMATION SV Technology 175,901.0 $8.3M 0.03% -4K -2.3% $46.91 -7.0%
98 CINF CINCINNATI FINL CORP Financial Services 50,644.0 $8.0M 0.03% -872.0 -1.7% $157.35 +7.0%
99 RGLD ROYAL GOLD INC Basic Materials 31,255.0 $8.0M 0.03% -1K -3.6% $254.49 -12.3%
100 DLTR DOLLAR TREE INC Consumer Defensive 66,461.0 $7.3M 0.03% -2K -3.0% $109.51 -12.6%
Page 5 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%