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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 38 of 78  ·  1,549 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
741 CNM CORE & MAIN INC Industrials 64,635.0 $3.2M 0.01% -2K -3.4% $49.40 -4.5%
742 RMBS RAMBUS INC DEL Technology 36,975.0 $3.2M 0.01% $86.03 +55.2%
743 KNX KNIGHT-SWIFT TRANSN HLDGS IN Industrials 55,213.0 $3.2M 0.01% $57.58 +22.0%
744 EHC ENCOMPASS HEALTH CORP Healthcare 32,789.0 $3.2M 0.01% $96.73 +8.0%
745 WTRG ESSENTIAL UTILS INC Utilities 78,493.0 $3.2M 0.01% $40.27 -9.3%
746 PBF PBF ENERGY INC Energy 66,340.0 $3.2M 0.01% +12K +21.1% $47.62 -18.0%
747 TRST TRUSTCO BK CORP N Y Financial Services 71,769.0 $3.1M 0.01% $43.78 +14.8%
748 AGNC AGNC INVT CORP Real Estate 310,975.0 $3.1M 0.01% $10.03 +2.3%
749 VIST VISTA ENERGY S.A.B. DE C.V. Energy 41,257.0 $3.1M 0.01% NEW $75.47 -0.2%
750 LFUS LITTELFUSE INC Technology 9,128.0 $3.1M 0.01% $339.35 +30.8%
751 YMM FULL TRUCK ALLIANCE CO LTD Technology 372,483.0 $3.1M 0.01% -126K -25.3% $8.30 +1.9%
752 LAMR LAMAR ADVERTISING CO Real Estate 24,223.0 $3.1M 0.01% $126.66 +20.5%
753 BLDR BUILDERS FIRSTSOURCE INC Industrials 37,217.0 $3.1M 0.01% $82.33 -10.3%
754 MOOG INC 10,402.0 $3.0M 0.01% -637.0 -5.8% $292.64
755 SAFEHOLD INC 224,132.0 $3.0M 0.01% $13.53
756 UVSP UNIVEST FINANCIAL CORPORATIO Financial Services 88,187.0 $3.0M 0.01% $34.26 +13.8%
757 FHN FIRST HORIZON CORPORATION Financial Services 131,777.0 $3.0M 0.01% $22.76 +5.9%
758 OC OWENS CORNING NEW Industrials 27,703.0 $3.0M 0.01% $108.22 +7.2%
759 BAX BAXTER INTL INC Healthcare 178,244.0 $3.0M 0.01% -7K -4.0% $16.80 +13.3%
760 SM SM ENERGY COMPANY Energy 95,781.0 $3.0M 0.01% NEW $31.18 +11.6%
Page 38 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%