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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 23 of 78  ·  1,549 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
441 LH LABCORP HOLDINGS INC Healthcare 27,766.0 $7.4M 0.03% $266.81 -4.1%
442 DRI DARDEN RESTAURANTS INC Consumer Cyclical 37,767.0 $7.4M 0.03% $196.04 +0.5%
443 ALB ALBEMARLE CORP Basic Materials 41,199.0 $7.4M 0.03% $179.53 -5.4%
444 HST HOST HOTELS & RESORTS INC Real Estate 385,882.0 $7.4M 0.03% $19.16 +17.0%
445 TLK TELEKOMUNIKASI IND Communication Services 393,839.0 $7.4M 0.03% +55K +16.3% $18.68 -6.6%
446 VLTO VERALTO CORP Industrials 82,726.0 $7.3M 0.03% +6K +7.7% $88.42 -2.5%
447 DLTR DOLLAR TREE INC Consumer Defensive 66,461.0 $7.3M 0.03% -2K -3.0% $109.51 -12.6%
448 WWD WOODWARD INC Industrials 20,206.0 $7.2M 0.03% +287.0 +1.4% $357.92 -0.4%
449 RHP RYMAN HOSPITALITY PPTYS INC Real Estate 77,483.0 $7.1M 0.03% $92.27 +20.3%
450 STE STERIS PLC Healthcare 32,262.0 $7.1M 0.03% $221.13 -2.3%
451 DGX QUEST DIAGNOSTICS INC Healthcare 36,370.0 $7.1M 0.03% $195.98 -1.1%
452 SMURFIT WESTROCK PLC 178,555.0 $7.1M 0.03% $39.85
453 HUM HUMANA INC Healthcare 40,740.0 $7.1M 0.03% $173.39 +75.1%
454 EPAM EPAM SYS INC Technology 52,108.0 $7.1M 0.03% $135.40 -23.8%
455 ARE ALEXANDRIA REAL ESTATE EQ IN Real Estate 151,916.0 $7.1M 0.03% $46.42 +3.1%
456 VRSN VERISIGN INC Technology 28,215.0 $7.0M 0.03% -514.0 -1.8% $248.36 +22.0%
457 SOFI SOFI TECHNOLOGIES INC Financial Services 434,409.0 $6.9M 0.03% +19K +4.5% $15.88 -1.2%
458 BURL BURLINGTON STORES INC Consumer Cyclical 21,170.0 $6.9M 0.03% -120.0 -0.6% $325.38 -2.9%
459 LYB LYONDELLBASELL INDUSTRIES NV Basic Materials 85,491.0 $6.9M 0.03% -2K -2.8% $80.56 -13.0%
460 MDB MONGODB INC Technology 28,133.0 $6.9M 0.03% $244.77 +29.7%
Page 23 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%