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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 48 of 78  ·  1,549 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
941 MOH MOLINA HEALTHCARE INC Healthcare 17,531.0 $2.3M 0.01% -865.0 -4.7% $133.30 +36.0%
942 KTB KONTOOR BRANDS INC Consumer Cyclical 33,244.0 $2.3M 0.01% +2K +7.3% $70.29 -1.3%
943 NJR NEW JERSEY RES CORP Utilities 42,537.0 $2.3M 0.01% -4K -8.5% $54.92 +4.1%
944 PDD PDD HOLDINGS INC Consumer Cyclical 22,862.0 $2.3M 0.01% -18K -43.4% $102.18 -4.3%
945 UMBF UMB FINL CORP Financial Services 20,705.0 $2.3M 0.01% $112.79 +15.4%
946 AUB ATLANTIC UN BANKSHARES CORP Financial Services 65,339.0 $2.3M 0.01% -3K -4.8% $35.74 +5.4%
947 ETSY INC 46,716.0 $2.3M 0.01% +7K +18.0% $49.98
948 ULS UL SOLUTIONS INC Industrials 27,214.0 $2.3M 0.01% +3K +10.4% $85.71 +19.0%
949 LNTH LANTHEUS HLDGS INC Healthcare 30,731.0 $2.3M 0.01% -10K -23.8% $75.85 +24.5%
950 HESM HESS MIDSTREAM LP Energy 59,939.0 $2.3M 0.01% -7K -10.1% $38.87 +2.4%
951 FEDERATED HERMES INC 41,031.0 $2.3M 0.01% -4K -8.0% $56.71
952 NATL NCR ATLEOS CORPORATION Technology 53,254.0 $2.3M 0.01% NEW $43.58 +2.8%
953 PLXS PLEXUS CORP Technology 11,441.0 $2.3M 0.01% -4K -27.3% $202.54 +27.6%
954 SOUTHSTATE BK CORP 25,039.0 $2.3M 0.01% $92.52
955 HRB BLOCK H & R INC Consumer Cyclical 72,946.0 $2.3M 0.01% +24K +50.4% $31.74 +19.4%
956 HLI HOULIHAN LOKEY INC Financial Services 16,120.0 $2.3M 0.01% $143.62 +5.5%
957 AWR AMER STATES WTR CO Utilities 30,606.0 $2.3M 0.01% +799.0 +2.7% $75.62 +0.9%
958 UCB UNITED CMNTY BKS BLAIRSVLE G Financial Services 73,488.0 $2.3M 0.01% $31.49 +5.7%
959 BSY BENTLEY SYS INC Technology 65,816.0 $2.3M 0.01% +14K +26.8% $35.12 -5.1%
960 KD KYNDRYL HLDGS INC Technology 175,835.0 $2.3M 0.01% +85K +92.6% $13.12 -8.0%
Page 48 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%