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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 35 of 78  ·  1,549 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
681 DAL DELTA AIR LINES INC Industrials 55,531.0 $3.7M 0.01% -761.0 -1.4% $66.48 +13.8%
682 IOT SAMSARA INC Technology 116,231.0 $3.7M 0.01% $31.69 -4.9%
683 PNW PINNACLE WEST CAP CORP Utilities 36,507.0 $3.7M 0.01% $100.75 +1.2%
684 LXP INDUSTRIAL TRUST 79,436.0 $3.7M 0.01% +6K +7.9% $46.26
685 ENSG ENSIGN GROUP INC Healthcare 18,214.0 $3.7M 0.01% $201.50 -14.8%
686 BBIO BRIDGEBIO PHARMA INC Healthcare 49,395.0 $3.7M 0.01% -3K -4.8% $74.26 -5.4%
687 MAA MID-AMER APT CMNTYS INC Real Estate 30,021.0 $3.7M 0.01% $122.12 +6.5%
688 ZBRA ZEBRA TECHNOLOGIES CORPORATI Technology 17,518.0 $3.7M 0.01% $209.08 +16.4%
689 GH GUARDANT HEALTH INC Healthcare 39,465.0 $3.6M 0.01% -378.0 -0.9% $92.37 +27.8%
690 ACM AECOM Industrials 42,804.0 $3.6M 0.01% +2K +4.8% $84.82 -17.3%
691 EQH EQUITABLE HLDGS INC Financial Services 97,400.0 $3.6M 0.01% -2K -2.2% $37.11 +14.6%
692 DAR DARLING INGREDIENTS INC Consumer Defensive 58,329.0 $3.6M 0.01% -3K -5.2% $61.85 -6.5%
693 HEI HEICO CORP NEW Industrials 13,068.0 $3.6M 0.01% $274.20 +9.8%
694 TOL TOLL BROTHERS INC Consumer Cyclical 26,253.0 $3.6M 0.01% +2K +8.5% $136.47 -0.1%
695 OHI OMEGA HEALTHCARE INVS INC Real Estate 81,394.0 $3.6M 0.01% +439.0 +0.5% $43.82 +10.1%
696 ONTO ONTO INNOVATION INC Technology 17,381.0 $3.6M 0.01% $205.07 +27.5%
697 ROIV ROIVANT SCIENCES LTD Healthcare 128,359.0 $3.6M 0.01% -7K -5.1% $27.70 +17.0%
698 GL GLOBE LIFE INC Financial Services 25,524.0 $3.6M 0.01% $139.17 +12.5%
699 AIZ ASSURANT INC Financial Services 16,297.0 $3.5M 0.01% $217.81 +17.4%
700 TTMI TTM TECHNOLOGIES INC Technology 36,392.0 $3.5M 0.01% -1K -3.7% $97.42 +73.8%
Page 35 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%