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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 41 of 78  ·  1,549 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
801 RIG TRANSOCEAN LTD Energy 409,559.0 $2.7M 0.01% -113K -21.6% $6.63 +10.7%
802 CZR CAESARS ENTERTAINMENT INC NE Consumer Cyclical 102,738.0 $2.7M 0.01% -3K -3.1% $26.43 +5.6%
803 VNOM VIPER ENERGY INC Energy 57,716.0 $2.7M 0.01% -1K -2.4% $46.99 +1.5%
804 SITM SITIME CORP Technology 7,803.0 $2.7M 0.01% -639.0 -7.6% $345.35 +101.8%
805 CE CELANESE CORP DEL Basic Materials 40,949.0 $2.7M 0.01% -18K -31.0% $65.77 -19.6%
806 W WAYFAIR INC Consumer Cyclical 35,643.0 $2.7M 0.01% +194.0 +0.6% $75.21 -13.9%
807 CVSA COVISTA INC Consumer Cyclical 23,245.0 $2.7M 0.01% +719.0 +3.2% $115.25 +7.7%
808 KNSL KINSALE CAP GROUP INC Financial Services 7,835.0 $2.7M 0.01% $341.66 -8.7%
809 U UNITY SOFTWARE INC Technology 121,629.0 $2.7M 0.01% +11K +10.4% $21.94 +19.6%
810 CAVA CAVA GROUP INC Consumer Cyclical 32,974.0 $2.7M 0.01% -15K -31.1% $80.90 +0.5%
811 WASH WASHINGTON TR BANCORP INC Financial Services 79,644.0 $2.7M 0.01% -21K -20.6% $33.46 -4.0%
812 R RYDER SYS INC Industrials 12,991.0 $2.7M 0.01% $204.71 +14.7%
813 AGCO AGCO CORP Industrials 22,872.0 $2.7M 0.01% $115.87 -3.3%
814 NOV NOV INC Energy 140,879.0 $2.6M 0.01% $18.81 +10.9%
815 HSIC SCHEIN HENRY INC Healthcare 35,900.0 $2.6M 0.01% $73.70 -0.3%
816 MDGL MADRIGAL PHARMACEUTICALS INC Healthcare 5,045.0 $2.6M 0.01% $523.47 -1.9%
817 CR CRANE COMPANY Industrials 15,423.0 $2.6M 0.01% +993.0 +6.9% $171.00 +2.6%
818 PEBO PEOPLES BANCORP INC Financial Services 80,085.0 $2.6M 0.01% +4K +5.1% $32.87 +5.3%
819 IDA IDACORP INC Utilities 18,405.0 $2.6M 0.01% $142.97 -1.0%
820 CCC CCC INTELLIGENT SOLUTIONS HL Technology 438,387.0 $2.6M 0.01% +138K +46.1% $6.00 -24.3%
Page 41 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%