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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 34 of 78  ·  1,549 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
661 SNX TD SYNNEX CORPORATION Technology 23,135.0 $3.9M 0.01% $168.71 +36.7%
662 TEAM ATLASSIAN CORPORATION Technology 56,888.0 $3.9M 0.01% $68.25 +26.3%
663 IREN IREN LIMITED Financial Services 112,716.0 $3.9M 0.01% NEW $34.28 +69.4%
664 NXRT NEXPOINT RESIDENTIAL TR INC Real Estate 154,157.0 $3.9M 0.01% +5K +3.3% $25.00 +18.0%
665 MLI MUELLER INDS INC Industrials 34,675.0 $3.8M 0.01% +4K +13.9% $110.80 +20.6%
666 RPM RPM INTL INC Basic Materials 38,598.0 $3.8M 0.01% $99.40 -0.9%
667 DPZ DOMINOS PIZZA INC Consumer Cyclical 10,663.0 $3.8M 0.01% $358.79 -11.8%
668 PINS PINTEREST INC Communication Services 208,499.0 $3.8M 0.01% $18.34 +2.6%
669 GNL GLOBAL NET LEASE INC Real Estate 406,533.0 $3.8M 0.01% +234K +135.0% $9.36 +0.2%
670 XRN CHIRON REAL ESTATE INC Financial Services 114,550.0 $3.8M 0.01% $33.08 +9.6%
671 GDDY GODADDY INC Technology 45,827.0 $3.8M 0.01% $82.67 +10.8%
672 MOD MODINE MFG CO Consumer Cyclical 17,401.0 $3.8M 0.01% $216.71 +15.4%
673 PINE ALPINE INCOME PPTY TR INC Real Estate 208,703.0 $3.8M 0.01% $18.00 +6.2%
674 EVR EVERCORE INC Financial Services 12,554.0 $3.7M 0.01% $298.51 +16.0%
675 RRC RANGE RES CORP Energy 82,667.0 $3.7M 0.01% $45.18 -6.9%
676 EXEL EXELIXIS INC Healthcare 87,048.0 $3.7M 0.01% -2K -1.9% $42.89 +15.8%
677 SWK STANLEY BLACK & DECKER INC Industrials 52,359.0 $3.7M 0.01% $71.06 +5.5%
678 MEDP MEDPACE HLDGS INC Healthcare 7,746.0 $3.7M 0.01% +46.0 +0.6% $480.19 -10.4%
679 TX TERNIUM SA Basic Materials 92,528.0 $3.7M 0.01% $40.15 +11.0%
680 SLG SL GREEN RLTY CORP Real Estate 100,210.0 $3.7M 0.01% +9K +9.6% $36.94 +12.2%
Page 34 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%