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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 32 of 78  ·  1,549 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
621 RIVN RIVIAN AUTOMOTIVE INC Consumer Cyclical 281,991.0 $4.2M 0.02% -4K -1.2% $15.05 -8.8%
622 SOLS SOLSTICE ADVANCED MATLS INC Basic Materials 55,724.0 $4.2M 0.02% -2K -4.0% $76.16 +10.9%
623 AR ANTERO RESOURCES CORP Energy 99,450.0 $4.2M 0.02% $42.44 -12.7%
624 NYT NEW YORK TIMES CO MTN BE Communication Services 50,340.0 $4.2M 0.02% $83.73 -11.3%
625 PEN PENUMBRA INC Healthcare 12,790.0 $4.2M 0.02% $328.37 -0.1%
626 WSO WATSCO INC Industrials 11,516.0 $4.2M 0.02% $363.79 +6.3%
627 CLX CLOROX CO DEL Consumer Defensive 40,358.0 $4.2M 0.02% +3K +7.1% $103.63 -8.2%
628 GWRE GUIDEWIRE SOFTWARE INC Technology 27,940.0 $4.2M 0.02% $149.56 -9.3%
629 SMCI SUPER MICRO COMPUTER INC Technology 183,505.0 $4.2M 0.02% $22.77 +46.9%
630 KTOS KRATOS DEFENSE & SEC SOLUTIO Industrials 59,141.0 $4.2M 0.02% $70.51 -22.5%
631 AVY AVERY DENNISON CORP Industrials 24,127.0 $4.2M 0.02% +314.0 +1.3% $172.68 -8.0%
632 RL RALPH LAUREN CORP Consumer Cyclical 12,103.0 $4.2M 0.02% $343.99 -4.3%
633 HAS HASBRO INC Consumer Cyclical 44,252.0 $4.1M 0.02% $93.60 -3.8%
634 PEB PEBBLEBROOK HOTEL TR Real Estate 327,313.0 $4.1M 0.02% +179K +121.4% $12.63 +17.7%
635 RRX REGAL REXNORD CORPORATION Industrials 22,052.0 $4.1M 0.02% $187.26 +4.2%
636 RGA REINSURANCE GROUP AMER INC Financial Services 20,226.0 $4.1M 0.02% $204.16 +4.9%
637 HUBS HUBSPOT INC Technology 16,883.0 $4.1M 0.02% $244.10 -18.7%
638 EWBC EAST WEST BANCORP INC Financial Services 38,566.0 $4.1M 0.02% $106.76 +15.2%
639 CURB CURBLINE PPTYS CORP Real Estate 159,135.0 $4.1M 0.02% -8K -5.0% $25.79 +11.2%
640 MAS MASCO CORP Industrials 67,945.0 $4.1M 0.02% $60.37 +11.2%
Page 32 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%