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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 49 of 78  ·  1,549 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
961 BIO BIO RAD LABS INC Healthcare 8,271.0 $2.3M 0.01% +1K +18.0% $278.75 +2.9%
962 LAUR LAUREATE ED INC Consumer Defensive 66,164.0 $2.3M 0.01% -5K -7.1% $34.84 -5.4%
963 ORA ORMAT TECHNOLOGIES INC Utilities 20,595.0 $2.3M 0.01% $111.92 +19.6%
964 OSW ONESPAWORLD HOLDINGS LIMITED Consumer Cyclical 100,309.0 $2.3M 0.01% -7K -6.7% $22.95 +5.1%
965 MDU MDU RES GROUP INC Industrials 111,058.0 $2.3M 0.01% +5K +5.1% $20.72 +5.4%
966 HRL HORMEL FOODS CORP Consumer Defensive 101,571.0 $2.3M 0.01% $22.65 -6.9%
967 COLB COLUMBIA BKG SYS INC Financial Services 83,599.0 $2.3M 0.01% $27.43 +8.0%
968 BROS DUTCH BROS INC Consumer Cyclical 45,223.0 $2.3M 0.01% +973.0 +2.2% $50.66 +5.5%
969 BCPC BALCHEM CORP Basic Materials 13,508.0 $2.3M 0.01% -501.0 -3.6% $169.48 -4.6%
970 SEADRILL LTD 50,300.0 $2.3M 0.01% -18K -26.7% $45.50
971 LMND LEMONADE INC Financial Services 36,467.0 $2.3M 0.01% +5K +16.6% $62.68 -9.0%
972 ZETA ZETA GLOBAL HOLDINGS CORP Technology 143,426.0 $2.3M 0.01% +19K +15.3% $15.92 +15.2%
973 DIOD DIODES INC Technology 33,446.0 $2.3M 0.01% NEW $68.26 +41.1%
974 AMSF AMERISAFE INC Financial Services 68,440.0 $2.3M 0.01% +13K +23.2% $33.33 -6.1%
975 OTTR OTTER TAIL CORP Utilities 25,969.0 $2.3M 0.01% -350.0 -1.3% $87.77 -1.3%
976 POR PORTLAND GEN ELEC CO Utilities 43,174.0 $2.3M 0.01% -1K -2.3% $52.77 -5.8%
977 SR SPIRE INC Utilities 25,150.0 $2.3M 0.01% $90.54 -4.2%
978 ACA ARCOSA INC Industrials 21,437.0 $2.3M 0.01% -467.0 -2.1% $106.14 +12.3%
979 PAYC PAYCOM SOFTWARE INC Technology 18,720.0 $2.3M 0.01% $121.54 +10.5%
980 FSS FEDERAL SIGNAL CORP Industrials 21,032.0 $2.3M 0.01% $108.14 +3.2%
Page 49 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%