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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 29 of 78  ·  1,549 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
561 MBSF VALUED ADVISERS TR 200,000.0 $5.1M 0.02% $25.51 +0.4%
562 G GENPACT LIMITED Technology 136,782.0 $5.1M 0.02% +15K +12.8% $37.25 -14.1%
563 J JACOBS SOLUTIONS INC Industrials 39,911.0 $5.1M 0.02% +1K +3.0% $127.28 -10.4%
564 FCNCA FIRST CTZNS BANCSHARES INC D Financial Services 2,693.0 $5.1M 0.02% +223.0 +9.0% $1884.66 +5.6%
565 MTSI MACOM TECH SOLUTIONS HLDGS I Technology 22,835.0 $5.1M 0.02% +681.0 +3.1% $222.07 +71.3%
566 LII LENNOX INTL INC Industrials 10,901.0 $5.1M 0.02% $464.13 +3.5%
567 ALAB ASTERA LABS INC Technology 45,981.0 $5.0M 0.02% $109.60 +171.8%
568 SOMNIGROUP INTERNATIONAL INC 68,114.0 $5.0M 0.02% $73.92
569 ITT ITT INC Industrials 26,295.0 $5.0M 0.02% +1K +5.5% $190.53 +1.1%
570 DECK DECKERS OUTDOOR CORP Consumer Cyclical 50,029.0 $5.0M 0.02% $100.09 +2.5%
571 OVV OVINTIV INC Energy 83,788.0 $5.0M 0.02% $59.36 -0.8%
572 TRMB TRIMBLE INC Technology 76,018.0 $5.0M 0.02% $65.23 -14.2%
573 HII HUNTINGTON INGALLS INDS INC Industrials 12,869.0 $4.9M 0.02% +252.0 +2.0% $379.90 -16.4%
574 ZS ZSCALER INC Technology 34,796.0 $4.9M 0.02% $140.29 +24.3%
575 RITM RITHM CAPITAL CORP Real Estate 513,366.0 $4.9M 0.02% +39K +8.2% $9.48 -2.2%
576 GPC GENUINE PARTS CO Consumer Cyclical 45,897.0 $4.9M 0.02% +2K +3.9% $105.75 -7.7%
577 RVMD REVOLUTION MEDICINES INC Healthcare 49,551.0 $4.8M 0.02% -534.0 -1.1% $97.25 +54.6%
578 TXT TEXTRON INC Industrials 54,996.0 $4.8M 0.02% +654.0 +1.2% $87.56 +2.2%
579 SSNC SS&C TECH HLDGS Technology 71,207.0 $4.8M 0.02% +937.0 +1.3% $67.57 -0.5%
580 APG API GROUP CORP Industrials 118,250.0 $4.8M 0.02% +3K +3.0% $40.52 +2.4%
Page 29 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%