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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 39 of 78  ·  1,549 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
761 IONQ IONQ INC Technology 103,518.0 $3.0M 0.01% +885.0 +0.9% $28.83 +104.3%
762 CRL CHARLES RIV LABS INTL INC Healthcare 17,260.0 $3.0M 0.01% $172.50 -7.9%
763 HIMS HIMS & HERS HEALTH INC Healthcare 142,157.0 $3.0M 0.01% +73K +106.7% $20.76 +15.7%
764 AYI ACUITY INC Industrials 10,436.0 $2.9M 0.01% +165.0 +1.6% $280.22 +0.3%
765 MUSA MURPHY USA INC Consumer Cyclical 5,917.0 $2.9M 0.01% $493.97 +10.2%
766 ESI ELEMENT SOLUTIONS INC Basic Materials 85,570.0 $2.9M 0.01% -3K -3.0% $34.14 +18.2%
767 CGNX COGNEX CORP Technology 59,583.0 $2.9M 0.01% -3K -5.4% $48.99 +31.2%
768 MASI MASIMO CORP Healthcare 16,320.0 $2.9M 0.01% -332.0 -2.0% $177.87 +0.4%
769 OGE OGE ENERGY CORP Utilities 60,338.0 $2.9M 0.01% $47.96 +0.3%
770 AIT APPLIED INDL TECHNOLOGIES IN Industrials 10,904.0 $2.9M 0.01% $265.32 +15.2%
771 DEI DOUGLAS EMMETT INC Real Estate 305,156.0 $2.9M 0.01% +35K +12.8% $9.42 +21.7%
772 SBSI SOUTHSIDE BANCSHARES INC Financial Services 92,388.0 $2.9M 0.01% $31.09 +5.3%
773 DCI DONALDSON INC Industrials 33,641.0 $2.9M 0.01% $84.87 -2.7%
774 GOOD GLADSTONE COMMERCIAL CORP Real Estate 249,690.0 $2.9M 0.01% -16K -6.0% $11.43 +12.8%
775 NCLH NORWEGIAN CRUISE LINE HLDGS Consumer Cyclical 152,184.0 $2.8M 0.01% $18.70 -11.9%
776 VIAV VIAVI SOLUTIONS INC Technology 85,413.0 $2.8M 0.01% -45K -34.3% $33.28 +44.5%
777 TECH BIO-TECHNE CORP Healthcare 54,331.0 $2.8M 0.01% $52.26 -10.6%
778 AGX ARGAN INC Industrials 5,204.0 $2.8M 0.01% -1K -16.9% $544.65 +18.4%
779 DOCN DIGITALOCEAN HLDGS INC Technology 32,985.0 $2.8M 0.01% -16K -32.7% $85.78 +84.6%
780 NWSA NEWS CORP NEW Communication Services 113,347.0 $2.8M 0.01% $24.93 +5.3%
Page 39 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%