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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 16 of 78  ·  1,549 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 ODFL OLD DOMINION FREIGHT LINE IN Industrials 65,229.0 $12.7M 0.05% $195.40 +6.3%
302 NDAQ NASDAQ INC Financial Services 148,955.0 $12.6M 0.05% $84.89 +6.5%
303 EMLC VANECK ETF TRUST 500,000.0 $12.6M 0.05% NEW $25.11 +0.9%
304 ED CONSOLIDATED EDISON INC Utilities 110,828.0 $12.5M 0.05% $113.18 -5.1%
305 DDOG DATADOG INC Technology 104,927.0 $12.4M 0.05% $118.05 +84.7%
306 FANG DIAMONDBACK ENERGY INC Energy 62,573.0 $12.4M 0.05% $197.79 +1.6%
307 TTWO TAKE-TWO INTERACTIVE SOFTWAR Communication Services 62,310.0 $12.3M 0.05% $197.50 +19.8%
308 ARCO ARCOS DORADOS HLDGS INC Consumer Cyclical 1,486,822.0 $12.3M 0.05% $8.25 +10.9%
309 ROP ROPER TECHNOLOGIES INC Industrials 34,661.0 $12.3M 0.05% $353.86 -7.1%
310 VMC VULCAN MATLS CO Basic Materials 45,016.0 $12.3M 0.05% $272.30 -3.3%
311 DHI D R HORTON INC Consumer Cyclical 88,075.0 $12.1M 0.05% $137.22 +5.0%
312 CCI CROWN CASTLE INC Real Estate 148,498.0 $12.1M 0.05% $81.31 +13.2%
313 REGCO REGENCY CTRS CORP Real Estate 158,845.0 $12.0M 0.05% +2K +1.3% $75.66 -69.8%
314 MLM MARTIN MARIETTA MATLS INC Basic Materials 20,299.0 $11.9M 0.05% $588.68 -8.6%
315 INSM INSMED INC Healthcare 72,888.0 $11.9M 0.05% +759.0 +1.1% $163.52 -33.0%
316 STT STATE STR CORP Financial Services 93,622.0 $11.8M 0.05% $126.56 +21.7%
317 ADM ARCHER DANIELS MIDLAND CO Consumer Defensive 162,889.0 $11.8M 0.05% $72.69 +6.1%
318 MCHP MICROCHIP TECHNOLOGY INC. Technology 183,116.0 $11.8M 0.05% $64.61 +41.0%
319 YUMC YUM CHINA HLDGS INC Consumer Cyclical 239,214.0 $11.7M 0.04% $48.78 -6.6%
320 SYY SYSCO CORP Consumer Defensive 163,525.0 $11.7M 0.04% $71.33 +5.8%
Page 16 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%