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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 5 of 78  ·  1,549 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 ADI ANALOG DEVICES INC Technology 167,191.0 $53.2M 0.20% $318.14 +20.8%
82 APH AMPHENOL CORP Technology 420,734.0 $53.2M 0.20% $126.35 -1.2%
83 MELI MERCADOLIBRE INC Consumer Cyclical 30,145.0 $52.1M 0.20% +1K +3.7% $1729.02 -3.0%
84 DLR DIGITAL RLTY TR INC Real Estate 286,684.0 $51.7M 0.20% +9K +3.4% $180.21 +7.8%
85 DE DEERE & CO Industrials 88,631.0 $49.9M 0.19% $563.30 -5.7%
86 BAP CREDICORP LTD Financial Services 146,298.0 $49.6M 0.19% -19K -11.4% $339.18 +1.4%
87 UNP UNION PAC CORP Industrials 203,533.0 $49.4M 0.19% $242.62 +9.6%
88 UBER UBER TECHNOLOGIES INC Technology 679,722.0 $48.9M 0.19% $71.93 +3.7%
89 HON HONEYWELL INTL INC Industrials 216,222.0 $48.9M 0.19% $226.03 -1.0%
90 BLK BLACKROCK INC Financial Services 50,662.0 $48.7M 0.19% $961.71 +10.6%
91 ETN EATON CORP PLC Industrials 134,192.0 $48.0M 0.18% $357.67 +6.7%
92 SPG SIMON PPTY GROUP INC NEW Real Estate 256,487.0 $47.8M 0.18% $186.53 +9.4%
93 QCOM QUALCOMM INC Technology 364,449.0 $46.9M 0.18% -2K -0.6% $128.78 +57.3%
94 BKNG BOOKING HOLDINGS INC Consumer Cyclical 10,990.0 $46.3M 0.18% $4210.32 -96.2%
95 SPIB SPDR SERIES TRUST 1,355,766.0 $45.5M 0.17% -300K -18.1% $33.54 -0.6%
96 SPGI S&P GLOBAL INC Financial Services 106,749.0 $45.4M 0.17% $425.34 -2.0%
97 LOW LOWES COS INC Consumer Cyclical 192,055.0 $45.4M 0.17% $236.28 -8.0%
98 ANET ARISTA NETWORKS INC Technology 367,749.0 $45.2M 0.17% $122.78 +21.0%
99 LQD ISHARES TR 410,991.0 $44.8M 0.17% -100K -19.6% $108.99 -0.8%
100 PANW PALO ALTO NETWORKS INC Technology 276,699.0 $44.4M 0.17% +48K +20.8% $160.32 +57.8%
Page 5 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%