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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 24 of 78  ·  1,549 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
461 ZM ZOOM COMMUNICATIONS INC Technology 85,562.0 $6.9M 0.03% $80.39 +23.7%
462 FSLR FIRST SOLAR INC Energy 34,747.0 $6.9M 0.03% $197.26 +26.2%
463 USFD US FOODS HLDG CORP Consumer Defensive 74,047.0 $6.8M 0.03% +1K +2.1% $92.21 -12.0%
464 PAC GRUPO AEROPORTUNARIO DEL PAC Industrials 27,648.0 $6.8M 0.03% $246.87 -1.1%
465 ATI ATI INC Industrials 46,864.0 $6.8M 0.03% $145.46 +10.3%
466 CDP COPT DEFENSE PROPERTIES Real Estate 222,017.0 $6.8M 0.03% -3K -1.3% $30.60 +5.6%
467 STAG STAG INDUSTRIAL INC Real Estate 187,515.0 $6.8M 0.03% +2K +1.3% $36.06 +6.2%
468 CRS CARPENTER TECHNOLOGY CORP Industrials 17,013.0 $6.7M 0.03% $394.15 +11.2%
469 CHRW C H ROBINSON WORLDWIDE IN Industrials 40,171.0 $6.7M 0.03% +558.0 +1.4% $166.07 +7.3%
470 CF CF INDUSTRIES HOLD Basic Materials 51,369.0 $6.7M 0.03% -4K -6.5% $129.84 -6.3%
471 NTAP NETAPP INC Technology 65,085.0 $6.7M 0.03% $102.39 +21.1%
472 RPRX ROYALTY PHARMA PLC Healthcare 138,714.0 $6.7M 0.03% -6K -4.4% $47.97 +10.6%
473 MTZ MASTEC INC Industrials 20,586.0 $6.6M 0.03% $321.74 +20.8%
474 CORPAY INC 22,756.0 $6.6M 0.03% $290.99
475 UMH UMH PPTYS INC Real Estate 458,770.0 $6.6M 0.03% -6K -1.4% $14.43 +6.6%
476 TWLO TWILIO INC Communication Services 52,370.0 $6.6M 0.03% -1K -2.2% $125.82 +50.5%
477 ILMN ILLUMINA INC Healthcare 53,388.0 $6.6M 0.03% -338.0 -0.6% $123.26 +17.5%
478 NVT NVENT ELEC PLC Industrials 55,220.0 $6.5M 0.03% $118.28 +38.3%
479 CFG CITIZENS FINL GROUP INC Financial Services 108,893.0 $6.5M 0.03% +20K +22.2% $59.97 +4.7%
480 DOC HEALTHPEAK PROPERTIES INC Real Estate 397,110.0 $6.5M 0.03% -10K -2.5% $16.43 +19.5%
Page 24 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%