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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 27 of 78  ·  1,549 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
521 CSGP COSTAR GROUP INC Real Estate 145,258.0 $5.9M 0.02% $40.34 -15.9%
522 CMS CMS ENERGY CORP Utilities 75,497.0 $5.9M 0.02% $77.58 -5.1%
523 RF REGIONS FINANCIAL CORP NEW Financial Services 224,138.0 $5.9M 0.02% +12K +5.9% $26.12 +5.4%
524 EVRG EVERGY INC Utilities 70,384.0 $5.8M 0.02% $81.92 +2.1%
525 SATS ECHOSTAR CORP Technology 49,119.0 $5.8M 0.02% -522.0 -1.1% $117.07 +21.1%
526 FLUTTER ENTMT PLC 55,990.0 $5.7M 0.02% -638.0 -1.1% $101.95
527 LULU LULULEMON ATHLETICA INC Consumer Cyclical 37,018.0 $5.7M 0.02% -533.0 -1.4% $153.10 -17.2%
528 NVR NVR INC Consumer Cyclical 859.0 $5.7M 0.02% $6589.83 -8.2%
529 FFIV F5 INC Technology 19,500.0 $5.6M 0.02% +159.0 +0.8% $289.33 +32.6%
530 WY WEYERHAEUSER CO Real Estate 230,624.0 $5.6M 0.02% +2K +0.7% $24.43 -4.9%
531 CHKP CHECK POINT SOFTWARE TECH LT Technology 39,307.0 $5.6M 0.02% $142.85 -7.8%
532 TME TENCENT MUSIC ENTMT GROUP Communication Services 601,745.0 $5.6M 0.02% -179K -22.9% $9.28 -1.4%
533 SNA SNAP ON INC Industrials 15,349.0 $5.6M 0.02% $363.22 -0.9%
534 AKAM AKAMAI TECHNOLOGIES INC Technology 48,364.0 $5.6M 0.02% $114.85 +27.3%
535 THC TENET HEALTHCARE CORP Healthcare 29,385.0 $5.5M 0.02% $188.71 -0.7%
536 JBHT HUNT J B TRANS SVCS INC Industrials 26,121.0 $5.5M 0.02% $211.90 +22.3%
537 LVS LAS VEGAS SANDS CORP Consumer Cyclical 101,763.0 $5.5M 0.02% -4K -3.5% $53.88 -8.2%
538 CNC CENTENE CORP DEL Healthcare 167,108.0 $5.5M 0.02% -4K -2.4% $32.74 +76.5%
539 GPN GLOBAL PMTS INC Industrials 80,341.0 $5.4M 0.02% -2K -2.5% $67.30 +7.9%
540 PTC PTC INC Technology 37,898.0 $5.4M 0.02% $142.49 +3.8%
Page 27 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%