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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 20 of 78  ·  1,549 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
381 WDAY WORKDAY INC Technology 72,349.0 $9.4M 0.04% -998.0 -1.4% $129.92 -2.5%
382 TDY TELEDYNE TECHNOLOGIES INC Technology 15,423.0 $9.3M 0.04% $605.01 +1.5%
383 HYDB ISHARES TR 200,000.0 $9.3M 0.04% $46.52 +0.5%
384 BIIB BIOGEN INC Healthcare 50,137.0 $9.2M 0.04% +1K +2.4% $183.33 +3.3%
385 STWD STARWOOD PPTY TR INC Real Estate 533,383.0 $9.2M 0.04% +3K +0.5% $17.22 -0.5%
386 EXPE EXPEDIA GROUP INC Consumer Cyclical 39,686.0 $9.2M 0.04% -461.0 -1.1% $230.89 -5.5%
387 AEE AMEREN CORP Utilities 83,049.0 $9.1M 0.04% $109.92 -0.1%
388 CASY CASEYS GEN STORES INC Consumer Cyclical 12,433.0 $9.0M 0.04% $727.86 +13.3%
389 HHH HOWARD HUGHES HOLDINGS INC Real Estate 143,025.0 $9.0M 0.04% $63.26 +2.0%
390 DG DOLLAR GEN CORP Consumer Defensive 76,083.0 $9.0M 0.04% -1K -1.5% $118.73 -11.5%
391 REXR REXFORD INDL RLTY INC Real Estate 275,992.0 $9.0M 0.04% +3K +1.0% $32.73 +10.1%
392 VRSK VERISK ANALYTICS INC Industrials 47,428.0 $9.0M 0.04% $189.75 -10.1%
393 NTRA NATERA INC Healthcare 44,909.0 $9.0M 0.04% $199.99 +1.9%
394 RJF RAYMOND JAMES FINL INC Financial Services 61,901.0 $9.0M 0.04% $144.79 +5.0%
395 CTRA COTERRA ENERGY INC Energy 254,932.0 $9.0M 0.04% -8K -3.2% $35.14 -7.3%
396 EXPAND ENERGY CORPORATION 81,395.0 $8.9M 0.03% $109.78
397 DTE DTE ENERGY CO Utilities 61,052.0 $8.9M 0.03% $146.22 -1.7%
398 FE FIRSTENERGY CORP Utilities 176,213.0 $8.9M 0.03% $50.66 -10.2%
399 NTRS NORTHERN TR CORP Financial Services 63,604.0 $8.9M 0.03% $139.57 +19.7%
400 HUBB HUBBELL INC Industrials 17,985.0 $8.8M 0.03% +370.0 +2.1% $490.74 -6.1%
Page 20 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%