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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 14 of 78  ·  1,549 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 TEVA TEVA PHARMACEUTICAL INDS LTD Healthcare 524,309.0 $15.8M 0.06% $30.12 +13.9%
262 URI UNITED RENTALS INC Industrials 21,639.0 $15.8M 0.06% -165.0 -0.8% $728.56 +28.5%
263 RSG REPUBLIC SVCS INC Industrials 71,916.0 $15.8M 0.06% $219.02 -3.1%
264 FERG FERGUSON ENTERPRISES INC Industrials 66,738.0 $15.6M 0.06% -340.0 -0.5% $233.26 -4.1%
265 IDXX IDEXX LABS INC Healthcare 27,643.0 $15.5M 0.06% $561.89 -1.6%
266 F FORD MTR CO Consumer Cyclical 1,328,536.0 $15.3M 0.06% $11.54 +18.5%
267 INVH INVITATION HOMES INC Real Estate 616,572.0 $15.3M 0.06% $24.85 +16.8%
268 BDX BECTON DICKINSON & CO Healthcare 96,161.0 $15.1M 0.06% $157.23 -7.0%
269 SE SEA LTD Consumer Cyclical 180,962.0 $15.0M 0.06% +6K +3.6% $82.81 +5.4%
270 ALNY ALNYLAM PHARMACEUTICALS INC Healthcare 45,151.0 $14.9M 0.06% $330.87 -9.2%
271 KR KROGER CO Consumer Defensive 205,955.0 $14.9M 0.06% -8K -3.6% $72.36 -7.3%
272 YUM YUM BRANDS INC Consumer Cyclical 94,208.0 $14.6M 0.06% $155.48 -1.8%
273 KASPI KZ JSC 197,147.0 $14.6M 0.06% $74.07
274 CARR CARRIER GLOBAL CORPORATION Industrials 259,267.0 $14.6M 0.06% $56.31 +10.4%
275 CVNA CARVANA CO Consumer Cyclical 46,246.0 $14.5M 0.06% +1K +2.7% $314.38 -79.5%
276 CMG CHIPOTLE MEXICAN GRILL INC Consumer Cyclical 453,623.0 $14.5M 0.06% -6K -1.2% $32.01 +2.5%
277 WAB WABTEC Industrials 57,408.0 $14.3M 0.06% +576.0 +1.0% $249.91 +3.7%
278 EBAY EBAY INC. Consumer Cyclical 156,972.0 $14.3M 0.06% $91.02 +28.7%
279 FALN ISHARES TR 525,000.0 $14.0M 0.05% +175K +50.0% $26.72 +1.0%
280 WCN WASTE CONNECTIONS INC Industrials 85,449.0 $13.9M 0.05% $162.44 -3.4%
Page 14 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%