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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 12 of 78  ·  1,549 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 AZO AUTOZONE INC Consumer Cyclical 5,654.0 $19.1M 0.07% $3377.78 +1.8%
222 AJG GALLAGHER ARTHUR J & CO Financial Services 88,079.0 $19.1M 0.07% $216.58 -4.2%
223 CTVA CORTEVA INC Basic Materials 227,502.0 $19.0M 0.07% -6K -2.7% $83.71 -5.6%
224 TGT TARGET CORP Consumer Defensive 155,793.0 $18.9M 0.07% $121.20 +0.9%
225 CIEN CIENA CORP Technology 48,555.0 $18.9M 0.07% $388.23 +51.3%
226 TFC TRUIST FINL CORP Financial Services 409,307.0 $18.8M 0.07% $45.97 +4.4%
227 OKE ONEOK INC NEW Energy 205,982.0 $18.6M 0.07% +3K +1.6% $90.39 +2.5%
228 MNST MONSTER BEVERAGE CORP NEW Consumer Defensive 254,743.0 $18.5M 0.07% $72.46 +19.1%
229 AFL AFLAC INC Financial Services 167,924.0 $18.4M 0.07% $109.71 +7.4%
230 ABNB AIRBNB INC Consumer Cyclical 145,666.0 $18.4M 0.07% $126.28 +6.3%
231 ALL ALLSTATE CORP Financial Services 87,869.0 $18.2M 0.07% -2K -2.2% $207.34 +3.4%
232 FAST FASTENAL CO Industrials 389,766.0 $18.1M 0.07% -3K -0.8% $46.40 -6.2%
233 D DOMINION ENERGY INC Utilities 291,961.0 $18.0M 0.07% -2K -0.8% $61.82 +10.5%
234 DELL DELL TECHNOLOGIES INC Technology 109,181.0 $17.9M 0.07% -2K -1.6% $164.13 +54.1%
235 TRGP TARGA RES CORP Energy 71,368.0 $17.9M 0.07% $250.73 +8.0%
236 MPWR MONOLITHIC PWR SYS INC Technology 16,338.0 $17.9M 0.07% $1093.35 +42.8%
237 HOOD ROBINHOOD MKTS INC Financial Services 257,553.0 $17.8M 0.07% +4K +1.6% $69.30 +9.6%
238 O REALTY INCOME CORP Real Estate 291,585.0 $17.8M 0.07% $61.18 +1.7%
239 ZTS ZOETIS INC Healthcare 150,610.0 $17.8M 0.07% -3K -2.2% $118.21 -32.6%
240 FORTINET INC 216,011.0 $17.7M 0.07% -3K -1.5% $81.72
Page 12 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%