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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 55 of 78  ·  1,549 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1081 LYFT LYFT INC Technology 161,793.0 $2.2M 0.01% +23K +16.2% $13.30 +1.4%
1082 MAC MACERICH CO Real Estate 113,755.0 $2.1M 0.01% -16K -12.4% $18.90 +18.4%
1083 NNN NNN REIT INC Real Estate 51,147.0 $2.1M 0.01% -1K -2.4% $42.03 +7.0%
1084 ASO ACADEMY SPORTS & OUTDOORS IN Consumer Cyclical 38,072.0 $2.1M 0.01% -13K -25.1% $56.45 -9.6%
1085 AVA AVISTA CORP Utilities 53,406.0 $2.1M 0.01% +658.0 +1.2% $40.14 +1.9%
1086 ANF ABERCROMBIE & FITCH CO Consumer Cyclical 23,451.0 $2.1M 0.01% -8K -24.4% $91.37 -16.3%
1087 CSTM CONSTELLIUM SE Basic Materials 87,134.0 $2.1M 0.01% NEW $24.58 +30.3%
1088 VLYPN VALLEY NATL BANCORP Financial Services 174,274.0 $2.1M 0.01% -32K -15.5% $12.28 +110.7%
1089 GTES GATES INDL CORP PLC Industrials 94,640.0 $2.1M 0.01% -7K -7.0% $22.61 +6.5%
1090 CBSH COMMERCE BANCSHARES INC Financial Services 43,467.0 $2.1M 0.01% $49.20 +6.1%
1091 HLMN HILLMAN SOLUTIONS CORP Industrials 257,020.0 $2.1M 0.01% -11K -4.1% $8.32 -12.9%
1092 PEGA PEGASYSTEMS INC Technology 50,244.0 $2.1M 0.01% +10K +26.4% $42.56 -19.5%
1093 FTDR FRONTDOOR INC Consumer Cyclical 40,448.0 $2.1M 0.01% -3K -7.2% $52.86 +16.3%
1094 ACI ALBERTSONS COS INC Consumer Defensive 125,428.0 $2.1M 0.01% +7K +5.5% $17.04 -4.5%
1095 RHI ROBERT HALF INC. Industrials 84,103.0 $2.1M 0.01% +2K +2.4% $25.40 +3.3%
1096 S SENTINELONE INC Technology 165,850.0 $2.1M 0.01% +32K +24.3% $12.88 +39.5%
1097 RALLIANT CORP 51,357.0 $2.1M 0.01% +4K +9.0% $41.59
1098 BKH BLACK HILLS CORP Utilities 30,769.0 $2.1M 0.01% $69.41 +6.8%
1099 SHAK SHAKE SHACK INC Consumer Cyclical 24,135.0 $2.1M 0.01% -863.0 -3.5% $88.47 -28.3%
1100 FAF FIRST AMERN FINL CORP Financial Services 35,406.0 $2.1M 0.01% $60.29 +12.5%
Page 55 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%