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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 7 of 23  ·  448 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 CNC CENTENE CORP DEL Healthcare 167,108.0 $5.5M 0.02% -4K -2.4% $32.74 +76.5%
122 GPN GLOBAL PMTS INC Industrials 80,341.0 $5.4M 0.02% -2K -2.5% $67.30 +7.9%
123 WRB BERKLEY W R CORP Financial Services 81,144.0 $5.4M 0.02% -17K -17.3% $66.28 +3.0%
124 INCY INCYTE CORP Healthcare 57,030.0 $5.4M 0.02% -2K -3.4% $94.12 +3.5%
125 VTRS VIATRIS INC Healthcare 393,626.0 $5.3M 0.02% -13K -3.1% $13.51 +22.8%
126 RS RELIANCE INC Basic Materials 17,456.0 $5.3M 0.02% -2K -8.9% $303.92 +19.2%
127 SBRA SABRA HEALTH CARE REIT INC Real Estate 275,471.0 $5.3M 0.02% -2K -0.8% $19.23 +9.5%
128 ICICI BANK LIMITED 202,916.0 $5.3M 0.02% -13K -6.1% $25.90
129 BALL BALL CORP Consumer Cyclical 88,755.0 $5.2M 0.02% -3K -3.2% $59.11 -4.7%
130 APA APA CORPORATION Energy 121,608.0 $5.2M 0.02% -6K -4.8% $42.44 -9.7%
131 APTIV PLC 74,032.0 $5.1M 0.02% -4K -5.7% $69.44
132 RVMD REVOLUTION MEDICINES INC Healthcare 49,551.0 $4.8M 0.02% -534.0 -1.1% $97.25 +54.6%
133 CSL CARLISLE COS INC Industrials 14,138.0 $4.7M 0.02% -213.0 -1.5% $333.62 -0.4%
134 TKO TKO GROUP HOLDINGS INC Communication Services 23,286.0 $4.7M 0.02% -204.0 -0.9% $201.65 -3.7%
135 RKT ROCKET COS INC Financial Services 319,951.0 $4.6M 0.02% -2K -0.8% $14.25 -4.4%
136 HL HECLA MINING COMPANY Basic Materials 238,980.0 $4.5M 0.02% -10K -4.0% $18.63 -7.1%
137 RNR RENAISSANCERE HLDGS LTD Financial Services 14,740.0 $4.4M 0.02% -869.0 -5.6% $297.23 +2.0%
138 CDE COEUR MNG INC Basic Materials 232,169.0 $4.4M 0.02% -9K -3.7% $18.77 -5.0%
139 AEIS ADVANCED ENERGY INDS Industrials 13,453.0 $4.3M 0.02% -251.0 -1.8% $322.71 +0.3%
140 RIVN RIVIAN AUTOMOTIVE INC Consumer Cyclical 281,991.0 $4.2M 0.02% -4K -1.2% $15.05 -8.8%
Page 7 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%