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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 60 of 78  ·  1,549 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1181 DBX DROPBOX INC Technology 90,939.0 $2.1M 0.01% +18K +24.2% $22.72 +19.9%
1182 URBN URBAN OUTFITTERS INC Consumer Cyclical 32,607.0 $2.1M 0.01% -3K -7.2% $63.35 +13.1%
1183 AVAV AEROVIRONMENT INC Industrials 11,280.0 $2.1M 0.01% $183.05 -10.9%
1184 TNL TRAVEL PLUS LEISURE CO Consumer Cyclical 29,819.0 $2.1M 0.01% -5K -14.5% $69.19 -6.2%
1185 IOSP INNOSPEC INC Basic Materials 28,227.0 $2.1M 0.01% -2K -6.9% $73.02 +7.8%
1186 BROWN FORMAN CORP 77,893.0 $2.1M 0.01% $26.44
1187 BKD BROOKDALE SR LIVING INC Healthcare 150,430.0 $2.1M 0.01% -54K -26.3% $13.68 -2.2%
1188 QTWO Q2 HLDGS INC Technology 43,500.0 $2.1M 0.01% +12K +40.2% $47.30 -0.5%
1189 SLM SLM CORP Financial Services 96,067.0 $2.1M 0.01% +16K +19.6% $21.41 +2.8%
1190 PJT PJT PARTNERS INC Financial Services 14,719.0 $2.1M 0.01% +1K +10.5% $139.72 +11.1%
1191 RELY REMITLY GLOBAL INC Technology 131,209.0 $2.1M 0.01% NEW $15.67 +37.7%
1192 GNTX GENTEX CORP Consumer Cyclical 93,823.0 $2.1M 0.01% -3K -3.1% $21.85 +7.1%
1193 NHI NATIONAL HEALTH INVS INC Real Estate 25,349.0 $2.0M 0.01% -2K -7.9% $80.86 -5.3%
1194 HIW HIGHWOODS PPTYS INC Real Estate 95,618.0 $2.0M 0.01% +19K +24.5% $21.41 +19.3%
1195 TPC TUTOR PERINI CORP Industrials 26,489.0 $2.0M 0.01% NEW $77.19 -0.3%
1196 TPG TPG INC Financial Services 50,447.0 $2.0M 0.01% +7K +14.9% $40.51 +0.4%
1197 MC MOELIS & CO Financial Services 35,851.0 $2.0M 0.01% +481.0 +1.4% $57.00 +15.2%
1198 TCBI TEXAS CAP BANCSHARES INC Financial Services 21,492.0 $2.0M 0.01% -4K -16.5% $94.88 +4.1%
1199 CBU COMMUNITY FINANCIAL SYSTEM I Financial Services 34,754.0 $2.0M 0.01% -5K -13.5% $58.65 +7.7%
1200 PERIMETER SOLUTIONS INC 83,417.0 $2.0M 0.01% -442.0 -0.5% $24.42
Page 60 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%