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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 9 of 23  ·  448 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 CHRD CHORD ENERGY CORPORATION Energy 22,773.0 $3.2M 0.01% -646.0 -2.8% $142.18 +0.5%
162 SCI SERVICE CORP INTL Consumer Cyclical 39,061.0 $3.2M 0.01% -706.0 -1.8% $82.51 -6.0%
163 CNM CORE & MAIN INC Industrials 64,635.0 $3.2M 0.01% -2K -3.4% $49.40 -4.5%
164 YMM FULL TRUCK ALLIANCE CO LTD Technology 372,483.0 $3.1M 0.01% -126K -25.3% $8.30 +1.9%
165 MOOG INC 10,402.0 $3.0M 0.01% -637.0 -5.8% $292.64
166 BAX BAXTER INTL INC Healthcare 178,244.0 $3.0M 0.01% -7K -4.0% $16.80 +13.3%
167 ESI ELEMENT SOLUTIONS INC Basic Materials 85,570.0 $2.9M 0.01% -3K -3.0% $34.14 +18.2%
168 CGNX COGNEX CORP Technology 59,583.0 $2.9M 0.01% -3K -5.4% $48.99 +31.2%
169 MASI MASIMO CORP Healthcare 16,320.0 $2.9M 0.01% -332.0 -2.0% $177.87 +0.4%
170 GOOD GLADSTONE COMMERCIAL CORP Real Estate 249,690.0 $2.9M 0.01% -16K -6.0% $11.43 +12.8%
171 VIAV VIAVI SOLUTIONS INC Technology 85,413.0 $2.8M 0.01% -45K -34.3% $33.28 +44.5%
172 AGX ARGAN INC Industrials 5,204.0 $2.8M 0.01% -1K -16.9% $544.65 +18.4%
173 DOCN DIGITALOCEAN HLDGS INC Technology 32,985.0 $2.8M 0.01% -16K -32.7% $85.78 +84.6%
174 EMN EASTMAN CHEM CO Basic Materials 36,589.0 $2.8M 0.01% -915.0 -2.4% $76.32 -4.1%
175 MOS MOSAIC CO Basic Materials 109,426.0 $2.8M 0.01% -4K -3.7% $25.50 -14.0%
176 FORM FORMFACTOR INC Technology 28,666.0 $2.8M 0.01% -16K -35.3% $96.99 +32.0%
177 WYNN WYNN RESORTS LTD Consumer Cyclical 27,251.0 $2.8M 0.01% -633.0 -2.3% $101.55 -3.4%
178 ESE ESCO TECHNOLOGIES INC Technology 9,792.0 $2.8M 0.01% -215.0 -2.1% $281.37 +4.2%
179 LSTR LANDSTAR SYS INC Industrials 17,055.0 $2.7M 0.01% -218.0 -1.3% $160.31 +19.2%
180 MTDR MATADOR RES CO Energy 43,190.0 $2.7M 0.01% -9K -17.6% $63.18 -11.2%
Page 9 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%