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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 6 of 78  ·  1,549 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 LMT LOCKHEED MARTIN CORP Industrials 71,490.0 $43.2M 0.17% $604.39 -13.5%
102 MBB ISHARES TR 450,000.0 $42.7M 0.17% $94.95 -1.1%
103 BMY BRISTOL-MYERS SQUIBB CO Healthcare 695,733.0 $42.2M 0.16% -13K -1.8% $60.65 -1.8%
104 ACN ACCENTURE PLC IRELAND Technology 212,074.0 $42.1M 0.16% $198.29 -10.3%
105 CB CHUBB LTD SWITZ Financial Services 128,427.0 $41.9M 0.16% -950.0 -0.7% $325.93 +1.3%
106 DHR DANAHER CORP DEL Healthcare 219,993.0 $41.7M 0.16% $189.60 -8.6%
107 NEM NEWMONT CORP Basic Materials 380,659.0 $41.2M 0.16% -5K -1.3% $108.25 +0.1%
108 INTU INTUIT Technology 94,999.0 $41.1M 0.16% $432.38 -29.0%
109 INFY INFOSYS LTD Technology 2,954,389.0 $39.9M 0.15% +71K +2.5% $13.51 -6.4%
110 PGR PROGRESSIVE CORP Financial Services 201,304.0 $39.9M 0.15% -1K -0.6% $198.24 +2.2%
111 COF CAPITAL ONE FINL CORP Financial Services 218,638.0 $39.9M 0.15% $182.43 +2.3%
112 VRTX VERTEX PHARMACEUTICALS INC Healthcare 86,710.0 $38.7M 0.15% -1K -1.3% $446.54 -3.6%
113 SYK STRYKER CORPORATION Healthcare 117,687.0 $38.7M 0.15% $328.59 -2.2%
114 PH PARKER-HANNIFIN CORP Industrials 42,994.0 $38.5M 0.15% $895.24 -4.0%
115 GLW CORNING INC Technology 279,981.0 $38.1M 0.15% $135.97 +41.1%
116 MO ALTRIA GROUP INC Consumer Defensive 574,932.0 $37.9M 0.15% $65.99 +11.7%
117 MDT MEDTRONIC PLC Healthcare 437,235.0 $37.9M 0.15% $86.65 -9.8%
118 NOW SERVICENOW INC Technology 354,005.0 $37.0M 0.14% $104.55 -4.6%
119 MCK MCKESSON CORP Healthcare 42,341.0 $36.6M 0.14% $865.36 -11.4%
120 SPHY SPDR SERIES TRUST 1,566,858.0 $36.5M 0.14% -2.0M -56.1% $23.32 +0.3%
Page 6 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%