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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 51 of 78  ·  1,549 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1001 KFY KORN FERRY Industrials 35,771.0 $2.3M 0.01% +2K +5.5% $62.95 +5.9%
1002 INSTALLED BLDG PRODS INC 8,491.0 $2.3M 0.01% -219.0 -2.5% $265.15
1003 RGEN REPLIGEN CORP Healthcare 19,107.0 $2.3M 0.01% +272.0 +1.4% $117.82 -5.2%
1004 UGI UGI CORP NEW Utilities 61,766.0 $2.2M 0.01% $36.42 -3.6%
1005 VSAT VIASAT INC Technology 49,060.0 $2.2M 0.01% -12K -19.8% $45.80 +64.3%
1006 BFH BREAD FINANCIAL HOLDINGS INC Financial Services 29,982.0 $2.2M 0.01% -6K -15.8% $74.89 +14.5%
1007 PCTY PAYLOCITY HLDG CORP Technology 20,781.0 $2.2M 0.01% +5K +33.2% $108.04 +3.4%
1008 EIG EMPLOYERS HLDGS INC Financial Services 54,563.0 $2.2M 0.01% $41.14 +6.4%
1009 AOS SMITH A O CORP Industrials 34,039.0 $2.2M 0.01% $65.94 -13.3%
1010 HOG HARLEY DAVIDSON INC Consumer Cyclical 110,894.0 $2.2M 0.01% +20K +22.1% $20.22 +14.7%
1011 SXI STANDEX INTL CORP Industrials 8,798.0 $2.2M 0.01% -738.0 -7.7% $254.86 -0.4%
1012 OPLN OPENLANE INC Consumer Cyclical 76,860.0 $2.2M 0.01% -8K -9.6% $29.15 +20.2%
1013 SWX SOUTHWEST GAS HLDGS INC Utilities 25,779.0 $2.2M 0.01% -1K -5.0% $86.90 +3.2%
1014 NPO ENPRO INC Industrials 8,937.0 $2.2M 0.01% -2K -16.1% $250.65 +20.8%
1015 GPI GROUP 1 AUTOMOTIVE INC Consumer Cyclical 6,774.0 $2.2M 0.01% +1K +23.5% $330.63 -3.2%
1016 ATLANTA BRAVES HLDGS INC 52,435.0 $2.2M 0.01% -4K -7.5% $42.70
1017 KW KENNEDY-WILSON HOLDINGS INC Real Estate 206,893.0 $2.2M 0.01% -21K -9.2% $10.82 +1.7%
1018 FFBC 1ST FINL BANCORP Financial Services 80,225.0 $2.2M 0.01% -11K -12.4% $27.88 +10.0%
1019 DCOM DIME CMNTY BANCSHARES INC Financial Services 66,125.0 $2.2M 0.01% -16K -19.1% $33.82 +9.0%
1020 AWI ARMSTRONG WORLD INDS INC NEW Industrials 13,569.0 $2.2M 0.01% $164.80 -4.6%
Page 51 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%