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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 67 of 78  ·  1,549 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1321 CIFR CIPHER DIGITAL INC Financial Services 142,337.0 $1.8M 0.01% -6K -3.8% $12.87 +67.2%
1322 AMTM AMENTUM HOLDINGS INC Industrials 70,235.0 $1.8M 0.01% -29K -29.0% $26.08 -11.2%
1323 HGV HILTON GRAND VACATIONS INC Consumer Cyclical 46,687.0 $1.8M 0.01% -11K -19.1% $39.12 +25.2%
1324 MRCY MERCURY SYS INC Industrials 25,027.0 $1.8M 0.01% -7K -21.2% $72.91 +32.2%
1325 SLGN SILGAN HLDGS INC Consumer Cyclical 46,882.0 $1.8M 0.01% -10K -17.6% $38.80 -1.8%
1326 LIFE360 INC 44,436.0 $1.8M 0.01% +13K +40.2% $40.82
1327 WHD CACTUS INC Energy 38,273.0 $1.8M 0.01% -15K -28.0% $47.37 +31.2%
1328 JOBY JOBY AVIATION INC Industrials 219,408.0 $1.8M 0.01% +65K +41.7% $8.26 +25.9%
1329 ESTC ELASTIC N V Technology 36,238.0 $1.8M 0.01% +5K +15.3% $49.99 +7.7%
1330 PTGX PROTAGONIST THERAPEUTICS INC Healthcare 17,092.0 $1.8M 0.01% +105.0 +0.6% $105.40 -4.3%
1331 CCS CENTURY COMMUNITIES INC Consumer Cyclical 31,383.0 $1.8M 0.01% -7K -17.4% $57.38 -8.6%
1332 KBH KB HOME Consumer Cyclical 34,700.0 $1.8M 0.01% -2K -6.1% $51.75 -7.2%
1333 BCO BRINKS CO Industrials 17,314.0 $1.8M 0.01% -2K -12.5% $103.63 +1.1%
1334 BDC BELDEN INC Technology 15,551.0 $1.8M 0.01% -4K -22.1% $114.83 -8.7%
1335 ONDS ONDAS INC Technology 197,448.0 $1.8M 0.01% NEW $9.04 +1.5%
1336 RDNT RADNET INC Healthcare 31,900.0 $1.8M 0.01% +5K +17.1% $55.89 -3.0%
1337 FRPT FRESHPET INC Consumer Defensive 30,118.0 $1.8M 0.01% -11K -26.2% $58.96 -13.0%
1338 SKY CHAMPION HOMES INC Consumer Cyclical 23,763.0 $1.8M 0.01% -4K -14.6% $74.37 -6.2%
1339 WSC WILLSCOT HLDGS CORP Industrials 101,715.0 $1.8M 0.01% -38K -27.4% $17.36 +36.9%
1340 OLED UNIVERSAL DISPLAY CORP Technology 19,202.0 $1.8M 0.01% -114.0 -0.6% $91.66 -0.1%
Page 67 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%