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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 44 of 78  ·  1,549 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
861 YORW YORK WTR CO Utilities 82,029.0 $2.5M 0.01% $30.45 -3.2%
862 AMG AFFILIATED MANAGERS GROUP Financial Services 9,025.0 $2.5M 0.01% $276.70 +9.4%
863 PGC PEAPACK-GLADSTONE FINL CORP Financial Services 70,863.0 $2.5M 0.01% -14K -16.6% $35.21 +21.5%
864 ALV AUTOLIV INC Consumer Cyclical 23,715.0 $2.5M 0.01% -3K -11.6% $105.16 +14.3%
865 WTM WHITE MTNS INS GROUP LTD Financial Services 1,135.0 $2.5M 0.01% $2196.96 -2.4%
866 JXN JACKSON FINANCIAL INC Financial Services 23,585.0 $2.5M 0.01% $105.72 +2.3%
867 NFG NATIONAL FUEL GAS CO Energy 26,520.0 $2.5M 0.01% $93.96 -13.5%
868 WTS WATTS WATER TECHNOLOGIES INC Industrials 8,570.0 $2.5M 0.01% $290.29 +3.1%
869 MMYT MAKEMYTRIP LIMITED MAURITIUS Consumer Cyclical 66,555.0 $2.5M 0.01% +13K +24.1% $37.29 +15.3%
870 LKQ LKQ CORP Consumer Cyclical 84,468.0 $2.5M 0.01% $29.37 -8.5%
871 VMI VALMONT INDS INC Industrials 6,207.0 $2.5M 0.01% $399.57 +26.0%
872 LOPE GRAND CANYON ED INC Consumer Defensive 14,547.0 $2.5M 0.01% +1K +10.6% $170.03 -7.8%
873 PAGP PLAINS GP HLDGS L P Energy 101,854.0 $2.5M 0.01% -19K -15.7% $24.28 +5.1%
874 SANM SANMINA CORP Technology 19,052.0 $2.5M 0.01% $129.64 +78.3%
875 KRC KILROY REALTY CORP Real Estate 87,474.0 $2.5M 0.01% +17K +24.5% $28.21 +21.0%
876 SIRI SIRIUSXM HOLDINGS INC Communication Services 106,888.0 $2.5M 0.01% +4K +3.6% $23.08 +17.2%
877 MP MP MATERIALS CORP Basic Materials 51,087.0 $2.5M 0.01% $48.26 +27.9%
878 IAC IAC INC Technology 61,564.0 $2.5M 0.01% -4K -6.6% $40.03 +2.8%
879 PCOR PROCORE TECHNOLOGIES INC Technology 43,232.0 $2.5M 0.01% +6K +15.2% $57.00 -18.6%
880 VAL VALARIS LTD Energy 25,123.0 $2.5M 0.01% -13K -33.9% $98.04 +11.8%
Page 44 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%