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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 21 of 78  ·  1,549 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
401 DOV DOVER CORP Industrials 42,276.0 $8.8M 0.03% $208.45 -0.3%
402 CNP CENTERPOINT ENERGY INC Utilities 203,390.0 $8.8M 0.03% $43.16 -1.6%
403 MTD METTLER TOLEDO INTERNATIONAL Healthcare 6,958.0 $8.8M 0.03% $1261.20 -13.5%
404 ESS ESSEX PPTY TR INC Real Estate 36,124.0 $8.7M 0.03% $242.00 +13.1%
405 AWK AMERICAN WTR WKS CO INC NEW Utilities 63,999.0 $8.7M 0.03% $136.09 -9.0%
406 EQR EQUITY RESIDENTIAL Real Estate 146,081.0 $8.6M 0.03% +1K +0.8% $59.15 +11.2%
407 FTAI AVIATION LTD 35,263.0 $8.6M 0.03% $245.00
408 FICO FAIR ISAAC CORP Technology 8,090.0 $8.6M 0.03% -52.0 -0.6% $1067.54 +15.0%
409 CCEP COCA-COLA EUROPACIFIC PARTNE Consumer Defensive 95,065.0 $8.6M 0.03% $90.67 +3.8%
410 ES EVERSOURCE ENERGY Utilities 124,075.0 $8.6M 0.03% $69.28 +0.5%
411 STLD STEEL DYNAMICS INC Basic Materials 47,603.0 $8.6M 0.03% -3K -5.8% $180.00 +26.8%
412 LYV LIVE NATION ENTERTAINMENT IN Communication Services 56,156.0 $8.6M 0.03% $152.51 +8.8%
413 MTB M & T BK CORP Financial Services 41,347.0 $8.5M 0.03% +301.0 +0.7% $206.72 +2.7%
414 ON ON SEMICONDUCTOR CORP Technology 137,381.0 $8.5M 0.03% $61.92 +77.0%
415 DXCM DEXCOM INC Healthcare 134,380.0 $8.4M 0.03% -2K -1.1% $62.80 +14.5%
416 AMERICA MOVIL SAB DE CV 329,100.0 $8.4M 0.03% +37K +12.5% $25.48
417 CW CURTISS WRIGHT CORP Industrials 12,290.0 $8.4M 0.03% +130.0 +1.1% $681.12 +6.7%
418 UTHR UNITED THERAPEUTICS CORP DEL Healthcare 13,979.0 $8.3M 0.03% -517.0 -3.6% $592.98 -4.9%
419 FIS FIDELITY NATL INFORMATION SV Technology 175,901.0 $8.3M 0.03% -4K -2.3% $46.91 -7.0%
420 Q QNITY ELECTRONICS INC Technology 71,322.0 $8.2M 0.03% +7K +11.6% $115.38 +32.6%
Page 21 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%