BullishAgent BullishAgent Filings Market Earnings Ratings ETFs Insiders Shorts
Screener
Sign in Register
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 11 of 78  ·  1,549 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 WBD WARNER BROS DISCOVERY INC Communication Services 810,518.0 $22.3M 0.09% $27.46 -0.1%
202 TRV TRAVELERS COMPANIES INC Financial Services 75,939.0 $22.1M 0.09% $291.68 +5.2%
203 TDG TRANSDIGM GROUP INC Industrials 19,103.0 $22.1M 0.09% $1158.96 +3.4%
204 ELV ELEVANCE HEALTH INC FORMERLY Healthcare 75,337.0 $22.1M 0.09% -453.0 -0.6% $292.75 +33.2%
205 APD AIR PRODUCTS AND CHEMICALS I Basic Materials 75,485.0 $21.9M 0.09% -1K -1.8% $290.49 -0.1%
206 NSC NORFOLK SOUTHN CORP Industrials 76,001.0 $21.8M 0.08% $287.00 +8.5%
207 NKE NIKE INC Consumer Cyclical 410,787.0 $21.7M 0.08% $52.82 -16.0%
208 SRE SEMPRA Utilities 222,811.0 $21.7M 0.08% $97.17 -5.9%
209 LHX L3HARRIS TECHNOLOGIES INC Industrials 62,493.0 $21.6M 0.08% $345.15 -11.2%
210 TEL TE CONNECTIVITY PLC Technology 101,271.0 $21.2M 0.08% $209.02 -3.7%
211 LNG CHENIERE ENERGY INC Energy 73,815.0 $20.9M 0.08% $283.76 -15.3%
212 PCAR PACCAR INC Industrials 180,397.0 $20.8M 0.08% $115.50 -5.3%
213 CTAS CINTAS CORP Industrials 123,095.0 $20.8M 0.08% $169.14 +1.9%
214 SUI SUN CMNTYS INC Real Estate 165,011.0 $20.8M 0.08% $125.96 -2.4%
215 BKR BAKER HUGHES COMPANY Energy 338,369.0 $20.7M 0.08% $61.05 +7.8%
216 FMX FOMENTO ECONOMICO MEXICANO S Consumer Defensive 181,075.0 $20.1M 0.08% $111.06 +9.3%
217 KKR KKR & CO INC Financial Services 215,521.0 $19.9M 0.08% $92.50 +2.4%
218 DASH DOORDASH INC Communication Services 131,935.0 $19.8M 0.08% $150.15 +6.1%
219 LONZ PIMCO ETF TR 400,000.0 $19.8M 0.08% +150K +60.0% $49.38 +0.3%
220 CENCORA INC 62,659.0 $19.7M 0.08% $314.14
Page 11 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%