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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 47 of 78  ·  1,549 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
921 CART MAPLEBEAR INC Consumer Cyclical 63,234.0 $2.4M 0.01% +3K +4.6% $37.46 +7.0%
922 GABC GERMAN AMERN BANCORP INC Financial Services 56,566.0 $2.4M 0.01% $41.79 +3.8%
923 GPOR GULFPORT ENERGY CORP Energy 11,158.0 $2.4M 0.01% +957.0 +9.4% $211.57 -15.4%
924 POOL POOL CORP Industrials 11,662.0 $2.4M 0.01% $202.33 -10.1%
925 NOG NORTHERN OIL & GAS INC Energy 80,722.0 $2.4M 0.01% -9K -10.0% $29.23 -19.2%
926 OUTFRONT MEDIA INC 88,926.0 $2.4M 0.01% -8K -8.2% $26.50
927 STRW STRAWBERRY FIELDS REIT INC Real Estate 198,000.0 $2.4M 0.01% +20K +11.2% $11.90 +10.8%
928 JHG JANUS HENDERSON GROUP PLC Financial Services 45,859.0 $2.4M 0.01% -5K -10.0% $51.37 +0.6%
929 IVT INVENTRUST PPTYS CORP Real Estate 77,168.0 $2.4M 0.01% $30.46 +7.6%
930 MORN MORNINGSTAR INC Financial Services 13,895.0 $2.3M 0.01% +4K +35.2% $169.05 +2.6%
931 BTSG BRIGHTSPRING HEALTH SVCS INC Healthcare 55,121.0 $2.3M 0.01% -13K -19.4% $42.61 +36.1%
932 CHWY CHEWY INC Consumer Cyclical 86,965.0 $2.3M 0.01% +4K +4.8% $27.00 -26.2%
933 RYN RAYONIER INC Real Estate 113,820.0 $2.3M 0.01% +8K +7.2% $20.62 -1.9%
934 DVA DAVITA INC Healthcare 15,264.0 $2.3M 0.01% -3K -17.5% $153.69 +29.3%
935 SAIC SCIENCE APPLICATIONS INTL CO Technology 24,708.0 $2.3M 0.01% $94.92 +1.7%
936 MYRG MYR GROUP INC Industrials 8,298.0 $2.3M 0.01% -1K -14.7% $282.32 +55.5%
937 EVTC EVERTEC INC Technology 82,986.0 $2.3M 0.01% +8K +10.0% $28.22 -12.7%
938 BOX BOX INC Technology 98,984.0 $2.3M 0.01% +26K +36.0% $23.64 +7.4%
939 PCVX VAXCYTE INC Healthcare 40,264.0 $2.3M 0.01% +384.0 +1.0% $58.11 -18.4%
940 CWAN CLEARWATER ANALYTICS HLDGS I Technology 98,834.0 $2.3M 0.01% -5K -4.5% $23.65 +3.0%
Page 47 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%