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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 42 of 78  ·  1,549 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
821 HTBK HERITAGE COMM CORP Financial Services 210,631.0 $2.6M 0.01% $12.48 +7.8%
822 KGS KODIAK GAS SVCS INC Energy 44,979.0 $2.6M 0.01% NEW $58.32 +24.1%
823 CARG CARGURUS INC Consumer Cyclical 77,018.0 $2.6M 0.01% +15K +24.8% $34.05 -18.9%
824 MGY MAGNOLIA OIL & GAS CORP Energy 83,048.0 $2.6M 0.01% -12K -12.6% $31.57 -7.4%
825 CRUS CIRRUS LOGIC INC Technology 18,127.0 $2.6M 0.01% -536.0 -2.9% $144.62 +15.2%
826 CRC CALIFORNIA RES CORP Energy 37,861.0 $2.6M 0.01% -7K -15.8% $69.22 -10.1%
827 ARWR ARROWHEAD PHARMACEUTICALS IN Healthcare 41,794.0 $2.6M 0.01% -677.0 -1.6% $62.70 +20.5%
828 ENS ENERSYS Industrials 15,075.0 $2.6M 0.01% -888.0 -5.6% $173.72 +37.5%
829 CNR CORE NATURAL RESOURCES INC Energy 24,994.0 $2.6M 0.01% -2K -6.8% $104.73 -19.8%
830 CYTK CYTOKINETICS INC Healthcare 39,696.0 $2.6M 0.01% +897.0 +2.3% $65.91 +18.4%
831 WFRD WEATHERFORD INTL PLC Energy 27,637.0 $2.6M 0.01% -3K -8.5% $94.58 +17.8%
832 SFM SPROUTS FMRS MKT INC Consumer Defensive 33,875.0 $2.6M 0.01% $77.13 +14.7%
833 TMP TOMPKINS FINL CORP Financial Services 33,131.0 $2.6M 0.01% $78.84 +8.4%
834 OSBC OLD SECOND BANCORP INC DEL Financial Services 129,379.0 $2.6M 0.01% $20.16 +4.6%
835 FCFS FIRSTCASH HOLDINGS INC Financial Services 13,864.0 $2.6M 0.01% $188.00 +20.4%
836 FMC FMC CORP Basic Materials 151,341.0 $2.6M 0.01% -17K -10.1% $17.22 -24.4%
837 PRIM PRIMORIS SVCS CORP Industrials 18,215.0 $2.6M 0.01% $143.04 -25.4%
838 BFAM BRIGHT HORIZONS FAM SOL IN D Consumer Cyclical 31,648.0 $2.6M 0.01% +10K +46.3% $82.13 -17.8%
839 HALO HALOZYME THERAPEUTICS INC Healthcare 40,190.0 $2.6M 0.01% +267.0 +0.7% $64.63 +6.0%
840 PRAXIS PRECISION MEDICINES I 8,058.0 $2.6M 0.01% +1K +14.8% $322.19
Page 42 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%