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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 45 of 78  ·  1,549 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
881 CFR CULLEN FROST BANKERS INC Financial Services 17,901.0 $2.5M 0.01% $137.08 +1.4%
882 MGM MGM RESORTS INTERNATIONAL Consumer Cyclical 66,244.0 $2.5M 0.01% -2K -3.5% $37.01 +1.8%
883 FLR FLUOR CORP Industrials 52,552.0 $2.5M 0.01% $46.65 -4.4%
884 NSA NATIONAL STORAGE AFFILIATES Real Estate 64,942.0 $2.5M 0.01% -9K -12.5% $37.74 +13.4%
885 FCN FTI CONSULTING INC Industrials 13,862.0 $2.5M 0.01% +498.0 +3.7% $176.77 -13.3%
886 HCC WARRIOR MET COAL INC Energy 26,300.0 $2.4M 0.01% -1K -4.8% $93.15 -8.3%
887 LBRDK LIBERTY BROADBAND CORP Communication Services 48,595.0 $2.4M 0.01% -970.0 -2.0% $50.30 -30.7%
888 Z ZILLOW GROUP INC Communication Services 58,950.0 $2.4M 0.01% $41.38 -11.9%
889 BUSE FIRST BUSEY CORP Financial Services 96,504.0 $2.4M 0.01% $25.27 +6.2%
890 RBRK RUBRIK INC. Technology 49,784.0 $2.4M 0.01% +2K +3.5% $48.97 +36.6%
891 CTRE CARETRUST REIT INC Real Estate 66,375.0 $2.4M 0.01% +5K +7.8% $36.65 +11.9%
892 FCF FIRST COMWLTH FINL CORP PA Financial Services 138,260.0 $2.4M 0.01% $17.58 +6.6%
893 NWN NORTHWEST NAT HLDG CO Utilities 45,617.0 $2.4M 0.01% +267.0 +0.6% $53.22 -6.4%
894 CC CHEMOURS CO Basic Materials 110,188.0 $2.4M 0.01% NEW $22.03 -2.7%
895 UBSI UNITED BANKSHARES INC WEST V Financial Services 58,575.0 $2.4M 0.01% -2K -4.0% $41.42 +4.2%
896 SEIC SEI INVTS CO Financial Services 30,872.0 $2.4M 0.01% $78.47 +15.7%
897 AFG AMERICAN FINANCIAL GROUP INC Financial Services 18,906.0 $2.4M 0.01% $127.71 +7.5%
898 ORI OLD REP INTL CORP Financial Services 60,496.0 $2.4M 0.01% $39.90 -0.6%
899 LUMN LUMEN TECHNOLOGIES INC Communication Services 346,967.0 $2.4M 0.01% $6.95 +35.8%
900 CMC COMMERCIAL METALS CO Basic Materials 39,247.0 $2.4M 0.01% -9K -18.3% $61.43 +15.1%
Page 45 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%