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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 4 of 78  ·  1,549 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 INTC INTEL CORP Technology 1,546,539.0 $68.2M 0.26% $44.13 +168.5%
62 MS MORGAN STANLEY Financial Services 411,261.0 $67.7M 0.26% -2K -0.6% $164.57 +21.8%
63 KLAC KLA CORP Technology 45,237.0 $66.6M 0.26% +241.0 +0.5% $1472.41 +25.1%
64 NEE NEXTERA ENERGY INC Utilities 708,215.0 $65.8M 0.25% $92.88 -3.4%
65 AMGN AMGEN INC Healthcare 184,030.0 $64.8M 0.25% $351.85 -4.1%
66 HDB HDFC BANK LTD Financial Services 2,572,504.0 $64.0M 0.25% +188K +7.9% $24.88 -1.0%
67 TMO THERMO FISHER SCIENTIFIC INC Healthcare 129,235.0 $63.5M 0.24% $491.53 -8.1%
68 ABT ABBOTT LABORATORIES Healthcare 595,877.0 $61.2M 0.24% $102.67 -14.5%
69 TJX TJX COS INC NEW Consumer Cyclical 377,907.0 $60.4M 0.23% $159.70 -0.3%
70 TXN TEXAS INSTRS INC Technology 310,567.0 $60.3M 0.23% $194.14 +57.0%
71 CRM SALESFORCE INC Technology 320,996.0 $59.9M 0.23% -4K -1.2% $186.67 -5.5%
72 GILD GILEAD SCIENCES INC Healthcare 424,011.0 $59.1M 0.23% $139.37 -6.4%
73 PYLD PIMCO ETF TR 2,250,000.0 $59.0M 0.23% +750K +50.0% $26.20 +0.3%
74 DIS DISNEY WALT CO Communication Services 611,164.0 $58.9M 0.23% -4K -0.6% $96.38 +7.5%
75 AXP AMERICAN EXPRESS CO Financial Services 190,050.0 $57.5M 0.22% -1K -0.6% $302.48 +2.4%
76 ISRG INTUITIVE SURGICAL INC Healthcare 122,286.0 $56.4M 0.22% $460.99 -4.6%
77 COP CONOCOPHILLIPS Energy 423,807.0 $55.9M 0.22% -8K -1.8% $132.00 -8.7%
78 SCHW SCHWAB CHARLES CORP Financial Services 580,642.0 $54.6M 0.21% -13K -2.2% $93.98 -4.1%
79 PFE PFIZER INC Healthcare 1,943,131.0 $54.6M 0.21% -22K -1.1% $28.08 -7.6%
80 BA BOEING CO Industrials 269,256.0 $53.6M 0.21% -2K -0.9% $199.03 +10.3%
Page 4 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%