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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 10 of 78  ·  1,549 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 VICI VICI PPTYS INC Real Estate 913,172.0 $24.9M 0.10% $27.32 +4.0%
182 PSX PHILLIPS 66 Energy 136,511.0 $24.9M 0.10% $182.18 -1.6%
183 UPS UNITED PARCEL SVCS INC Industrials 251,482.0 $24.7M 0.10% $98.38 +0.5%
184 MSI MOTOROLA SOLUTIONS INC Technology 56,265.0 $24.4M 0.09% $433.97 -7.8%
185 CI THE CIGNA GROUP Healthcare 91,087.0 $24.3M 0.09% $266.75 +5.7%
186 AEP AMERICAN ELEC PWR CO INC Utilities 184,778.0 $24.2M 0.09% $131.08 -1.1%
187 CRH PLC 230,250.0 $24.2M 0.09% $105.12
188 RCL ROYAL CARIBBEAN GROUP Consumer Cyclical 87,940.0 $24.2M 0.09% $275.18 -7.7%
189 FLHY FRANKLIN TEMPLETON ETF TR 1,000,000.0 $24.1M 0.09% NEW $24.14 +0.4%
190 MCO MOODYS CORP Financial Services 55,300.0 $24.1M 0.09% -555.0 -1.0% $436.25 +2.1%
191 BBVA BANCO BILBAO VIZCAYA ARGENTA Financial Services 1,105,203.0 $23.9M 0.09% $21.66 +4.8%
192 GM GENERAL MTRS CO Consumer Cyclical 318,262.0 $23.7M 0.09% -11K -3.2% $74.50 +3.6%
193 ROST ROSS STORES INC Consumer Cyclical 108,314.0 $23.5M 0.09% $216.63 -1.8%
194 HLT HILTON WORLDWIDE HLDGS INC Consumer Cyclical 76,915.0 $23.4M 0.09% $304.08 +6.1%
195 ECL ECOLAB INC Basic Materials 85,920.0 $22.9M 0.09% $266.02 -6.0%
196 ADC AGREE RLTY CORP Real Estate 301,132.0 $22.7M 0.09% $75.38 +0.4%
197 AON AON PLC Financial Services 70,259.0 $22.7M 0.09% -1K -1.4% $322.78 +0.4%
198 KMI KINDER MORGAN INC DEL Energy 668,379.0 $22.4M 0.09% $33.53 -0.1%
199 NET CLOUDFLARE INC Technology 108,310.0 $22.3M 0.09% +569.0 +0.5% $206.34 +3.1%
200 CL COLGATE PALMOLIVE CO Consumer Defensive 261,865.0 $22.3M 0.09% +6K +2.5% $85.23 +6.1%
Page 10 of 78  ·  1,549 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%