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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 46 of 78  ·  1,549 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
901 LBRT LIBERTY ENERGY INC Energy 83,634.0 $2.4M 0.01% NEW $28.80 +14.2%
902 UEC URANIUM ENERGY CORP Energy 178,373.0 $2.4M 0.01% -10K -5.3% $13.50 -5.6%
903 TFX TELEFLEX INCORPORATED Healthcare 20,116.0 $2.4M 0.01% $119.61 +13.0%
904 SSD SIMPSON MFG INC Industrials 14,004.0 $2.4M 0.01% $171.62 +7.8%
905 UNF UNIFIRST CORP MASS Industrials 9,545.0 $2.4M 0.01% -4K -29.8% $251.59 +5.1%
906 WTFC WINTRUST FINL CORP Financial Services 17,226.0 $2.4M 0.01% $138.94 +7.8%
907 LRN STRIDE INC Consumer Defensive 27,115.0 $2.4M 0.01% -6K -18.8% $88.17 -0.6%
908 ONB OLD NATL BANCORP IND Financial Services 108,059.0 $2.4M 0.01% $22.10 +7.8%
909 PRI PRIMERICA INC Financial Services 9,525.0 $2.4M 0.01% $250.48 +12.2%
910 ITGR INTEGER HLDGS CORP Healthcare 27,096.0 $2.4M 0.01% -5K -14.9% $88.00 +2.3%
911 HQY HEALTHEQUITY INC Healthcare 28,511.0 $2.4M 0.01% +376.0 +1.3% $83.57 +3.4%
912 AROC ARCHROCK INC Energy 68,419.0 $2.4M 0.01% -24K -26.2% $34.80 +6.0%
913 MIDD MIDDLEBY CORP Industrials 17,950.0 $2.4M 0.01% -1K -5.5% $132.58 +9.5%
914 ZWS ZURN ELKAY WATER SOLNS CORP Industrials 53,045.0 $2.4M 0.01% $44.84 +6.6%
915 HXL HEXCEL CORP NEW Industrials 29,383.0 $2.4M 0.01% -686.0 -2.3% $80.93 +4.7%
916 GBCI GLACIER BANCORP INC NEW Financial Services 53,234.0 $2.4M 0.01% -353.0 -0.7% $44.67 +7.0%
917 JBT MAREL CORPORATION 18,592.0 $2.4M 0.01% $127.87
918 TAP MOLSON COORS BEVERAGE CO Consumer Defensive 55,154.0 $2.4M 0.01% +482.0 +0.9% $43.06 -0.7%
919 NEU NEWMARKET CORP Basic Materials 3,705.0 $2.4M 0.01% +834.0 +29.1% $640.95 +12.4%
920 VICR VICOR CORP Technology 14,714.0 $2.4M 0.01% NEW $161.00 +64.1%
Page 46 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%