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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 26 of 78  ·  1,549 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
501 CHTR CHARTER COMMUNICATIONS INC Communication Services 28,515.0 $6.2M 0.02% -3K -8.2% $215.88 -31.0%
502 IP INTERNATIONAL PAPER CO Consumer Cyclical 172,175.0 $6.1M 0.02% $35.70 -11.8%
503 EL LAUDER ESTEE COS INC Consumer Defensive 85,571.0 $6.1M 0.02% +3K +4.0% $71.77 +9.9%
504 ENTG ENTEGRIS INC Technology 52,190.0 $6.1M 0.02% +1K +2.6% $117.24 +12.1%
505 MRNA MODERNA INC Healthcare 120,182.0 $6.1M 0.02% -6K -4.6% $50.80 -7.0%
506 FTV FORTIVE CORP Technology 110,431.0 $6.1M 0.02% $55.28 +6.8%
507 LIBERTY MEDIA CORP DEL 71,782.0 $6.1M 0.02% $85.02
508 GIS GENERAL MILLS INC Consumer Defensive 163,519.0 $6.1M 0.02% $37.22 -10.1%
509 PKG PACKAGING CORP AMER Consumer Cyclical 28,606.0 $6.1M 0.02% $212.22 +0.5%
510 AA ALCOA CORP Basic Materials 91,200.0 $6.0M 0.02% -4K -4.6% $66.33 -0.1%
511 NI NISOURCE INC Utilities 129,509.0 $6.0M 0.02% $46.66 +2.3%
512 AMCOR PLC 151,473.0 $6.0M 0.02% NEW $39.75
513 BUNGE GLOBAL SA 46,954.0 $6.0M 0.02% $127.20
514 HEICO CORP NEW 28,247.0 $6.0M 0.02% $211.09
515 IFF INTERNATIONAL FLAVORS&FRAGRA Basic Materials 81,894.0 $5.9M 0.02% $72.55 +3.7%
516 PFG PRINCIPAL FINANCIAL GROUP IN Financial Services 65,587.0 $5.9M 0.02% +1K +2.1% $90.11 +14.1%
517 HPQ HP INC Technology 306,931.0 $5.9M 0.02% -3K -1.0% $19.21 +14.0%
518 LNT ALLIANT ENERGY CORP Utilities 82,140.0 $5.9M 0.02% $71.76 +2.1%
519 ZBH ZIMMER BIOMET HOLDINGS INC Healthcare 65,137.0 $5.9M 0.02% $90.42 -5.6%
520 TSN TYSON FOODS INC Consumer Defensive 91,894.0 $5.9M 0.02% +2K +2.4% $64.07 +3.8%
Page 26 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%