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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 52 of 78  ·  1,549 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1021 BXMT BLACKSTONE MORTGAGE TRUST IN Real Estate 116,713.0 $2.2M 0.01% $19.15 -6.1%
1022 GXO GXO LOGISTICS INCORPORATED Industrials 43,101.0 $2.2M 0.01% -2K -4.3% $51.85 -9.9%
1023 ATMU ATMUS FILTRATION TECHNOLOGIE Industrials 39,365.0 $2.2M 0.01% -7K -15.6% $56.77 -14.7%
1024 FR FIRST INDL RLTY TR INC Real Estate 38,626.0 $2.2M 0.01% $57.85 +7.9%
1025 TXNM ENERGY INC 38,221.0 $2.2M 0.01% +866.0 +2.3% $58.46
1026 HMN HORACE MANN EDUCATORS CORP N Financial Services 52,301.0 $2.2M 0.01% +5K +11.4% $42.68 +11.6%
1027 GKOS GLAUKOS CORP Healthcare 20,714.0 $2.2M 0.01% -3K -12.0% $107.66 +29.1%
1028 DV DOUBLEVERIFY HLDGS INC Technology 234,508.0 $2.2M 0.01% +25K +11.9% $9.50 +0.2%
1029 PATH UIPATH INC Technology 200,618.0 $2.2M 0.01% +44K +27.8% $11.10 -4.8%
1030 THG HANOVER INS GROUP INC Financial Services 12,842.0 $2.2M 0.01% +934.0 +7.8% $173.35 +12.2%
1031 HASI HA SUSTAINABLE INFRA CAP INC Financial Services 60,569.0 $2.2M 0.01% -4K -6.0% $36.75 +10.6%
1032 WEX WEX INC Technology 14,535.0 $2.2M 0.01% -1K -8.0% $153.04 -5.8%
1033 LIBERTY GLOBAL LTD 189,623.0 $2.2M 0.01% -5K -2.4% $11.73
1034 AXS AXIS CAP HLDGS LTD Financial Services 21,922.0 $2.2M 0.01% +206.0 +0.9% $101.41 -0.7%
1035 FLAGSTAR BANK NATIONAL ASSOC 168,333.0 $2.2M 0.01% -31K -15.5% $13.17
1036 DAN DANA INC Consumer Cyclical 65,874.0 $2.2M 0.01% NEW $33.65 +0.6%
1037 ST SENSATA TECHNOLOGIES HLDG PL Technology 62,896.0 $2.2M 0.01% -12K -15.9% $35.22 +35.5%
1038 PSMT PRICESMART INC Consumer Defensive 14,706.0 $2.2M 0.01% -4K -20.9% $150.50 +10.3%
1039 SBCF SEACOAST BKG CORP FLA Financial Services 73,015.0 $2.2M 0.01% $30.29 +1.1%
1040 MSM MSC INDL DIRECT INC Industrials 23,958.0 $2.2M 0.01% -1K -5.5% $92.27 +14.9%
Page 52 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%