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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 37 of 78  ·  1,549 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
721 SAIA SAIA INC Industrials 9,492.0 $3.3M 0.01% $351.28 +32.8%
722 BLD TOPBUILD COR Industrials 9,452.0 $3.3M 0.01% $351.30 +17.0%
723 DKNG DRAFTKINGS INC NEW Consumer Cyclical 153,315.0 $3.3M 0.01% $21.62 +17.5%
724 TTC TORO CO Industrials 35,390.0 $3.3M 0.01% $93.44 -4.6%
725 DOCU DOCUSIGN INC Technology 69,649.0 $3.3M 0.01% $47.41 +3.3%
726 SOLV SOLVENTUM CORP Healthcare 50,428.0 $3.3M 0.01% $65.30 +16.6%
727 OSK OSHKOSH CORP Industrials 22,351.0 $3.3M 0.01% $147.21 -13.6%
728 SPXC SPX TECHNOLOGIES INC Industrials 16,425.0 $3.3M 0.01% $199.94 +2.8%
729 SF STIFEL FINL CORP Financial Services 44,328.0 $3.3M 0.01% +15K +50.0% $73.92 -1.1%
730 BAH BOOZ ALLEN HAMILTON HLDG COR Industrials 41,983.0 $3.3M 0.01% $78.03 -2.2%
731 UHS UNIVERSAL HLTH SVCS INC Healthcare 18,153.0 $3.2M 0.01% $178.97 -8.2%
732 CHRD CHORD ENERGY CORPORATION Energy 22,773.0 $3.2M 0.01% -646.0 -2.8% $142.18 +0.5%
733 DINO HF SINCLAIR CORP Energy 51,857.0 $3.2M 0.01% +2K +3.0% $62.39 +9.6%
734 SCI SERVICE CORP INTL Consumer Cyclical 39,061.0 $3.2M 0.01% -706.0 -1.8% $82.51 -6.0%
735 COKE COCA COLA CONS INC Consumer Defensive 16,758.0 $3.2M 0.01% +120.0 +0.7% $191.74 -8.0%
736 NTNX NUTANIX INC Technology 84,477.0 $3.2M 0.01% $38.01 +17.6%
737 FLS FLOWSERVE CORP Industrials 43,659.0 $3.2M 0.01% $73.51 -6.5%
738 SKT TANGER INC Real Estate 94,329.0 $3.2M 0.01% +69K +277.3% $33.98 +4.9%
739 FCBC FIRST CMNTY BANKSHARES INC V Financial Services 77,191.0 $3.2M 0.01% $41.52 +2.0%
740 GTLS CHART INDS INC Industrials 15,501.0 $3.2M 0.01% +379.0 +2.5% $206.75 +0.7%
Page 37 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%