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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 13 of 78  ·  1,549 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 KIM KIMCO REALTY CORP Real Estate 781,885.0 $17.6M 0.07% $22.47 +7.0%
242 VST VISTRA CORP Utilities 116,348.0 $17.5M 0.07% $150.33 -4.2%
243 ENTERGY CORP NEW 153,463.0 $17.2M 0.07% $112.36
244 LITE LUMENTUM HLDGS INC Technology 24,398.0 $17.1M 0.07% -301.0 -1.2% $702.76 +37.2%
245 ADSK AUTODESK INC Technology 71,609.0 $17.1M 0.07% $239.40 +0.3%
246 AME AMETEK INC Industrials 79,360.0 $17.0M 0.07% $214.36 +4.1%
247 CAH CARDINAL HEALTH INC Healthcare 80,285.0 $17.0M 0.07% $211.31 -5.1%
248 NXPI NXP SEMICONDUCTORS N V Technology 85,066.0 $16.7M 0.07% $196.86 +52.1%
249 SNOW SNOWFLAKE INC Technology 111,030.0 $16.7M 0.07% $150.82 +10.7%
250 EXC EXELON CORP Utilities 340,986.0 $16.7M 0.06% -3K -1.0% $49.02 -7.5%
251 FIX COMFORT SYS USA INC Industrials 12,100.0 $16.7M 0.06% +107.0 +0.9% $1378.99 +33.0%
252 QLTA ISHARES TR 350,000.0 $16.7M 0.06% -400K -53.3% $47.59 -0.8%
253 APOS APOLLO GLOBAL MGMT INC Financial Services 148,803.0 $16.6M 0.06% $111.42 -76.5%
254 GWW WW GRAINGER INC Industrials 15,095.0 $16.5M 0.06% $1090.81 +13.6%
255 KEYS KEYSIGHT TECHNOLOGIES INC Technology 58,194.0 $16.4M 0.06% $282.37 +19.5%
256 EA ELECTRONIC ARTS INC Communication Services 79,935.0 $16.3M 0.06% $203.87 -1.0%
257 TER TERADYNE INC Technology 54,257.0 $16.1M 0.06% $296.46 +16.2%
258 OXY OCCIDENTAL PETE CORP Energy 247,232.0 $16.1M 0.06% $65.00 -9.5%
259 EW EDWARDS LIFESCIENCES CORP Healthcare 200,234.0 $16.0M 0.06% -1K -0.6% $80.08 +3.9%
260 XEL XCEL ENERGY INC Utilities 200,668.0 $15.9M 0.06% -3K -1.6% $79.44 +0.5%
Page 13 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%