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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 68 of 78  ·  1,549 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1341 YETI YETI HLDGS INC Consumer Cyclical 47,789.0 $1.7M 0.01% -12K -19.6% $36.59 +22.1%
1342 TENB TENABLE HLDGS INC Technology 103,067.0 $1.7M 0.01% +19K +23.3% $16.91 +50.8%
1343 FBIN FORTUNE BRANDS INNOVATIONS I Industrials 44,732.0 $1.7M 0.01% -3K -6.1% $38.97 -6.8%
1344 VRRM VERRA MOBILITY CORP Technology 121,959.0 $1.7M 0.01% +25K +26.4% $14.29 -7.1%
1345 NXST NEXSTAR MEDIA GROUP INC Communication Services 9,637.0 $1.7M 0.01% -2K -16.6% $180.83 +4.8%
1346 BBWI BATH & BODY WORKS INC Consumer Cyclical 93,162.0 $1.7M 0.01% -9K -8.9% $18.67 -7.2%
1347 QBTS D-WAVE QUANTUM INC Technology 120,358.0 $1.7M 0.01% +3K +2.5% $14.43 +33.7%
1348 CXT CRANE NXT CO Industrials 42,723.0 $1.7M 0.01% +4K +10.6% $40.59 -1.3%
1349 GPK GRAPHIC PACKAGING HLDG CO Consumer Cyclical 174,335.0 $1.7M 0.01% +35K +25.0% $9.94 +1.0%
1350 RIOT RIOT PLATFORMS INC Financial Services 138,652.0 $1.7M 0.01% -16K -10.4% $12.36 +91.5%
1351 TGTX TG THERAPEUTICS INC Healthcare 51,544.0 $1.7M 0.01% $33.22 +19.7%
1352 GPGI GPGI INC Industrials 99,864.0 $1.7M 0.01% NEW $17.10 -30.1%
1353 VSCO VICTORIAS SECRET AND CO Consumer Cyclical 36,669.0 $1.7M 0.01% NEW $46.36 +2.9%
1354 OPCH OPTION CARE HEALTH INC Healthcare 63,066.0 $1.7M 0.01% -13K -17.3% $26.92 -20.1%
1355 TEM TEMPUS AI INC Healthcare 37,507.0 $1.7M 0.01% +5K +14.9% $45.22 +1.5%
1356 GTLB GITLAB INC Technology 78,251.0 $1.7M 0.01% +30K +60.6% $21.64 +18.4%
1357 COMP COMPASS INC Technology 230,680.0 $1.7M 0.01% $7.31 +15.9%
1358 RYTM RHYTHM PHARMACEUTICALS INC Healthcare 19,386.0 $1.7M 0.01% +116.0 +0.6% $86.97 +4.2%
1359 PTCT PTC THERAPEUTICS INC Healthcare 24,695.0 $1.7M 0.01% +293.0 +1.2% $68.13 +4.2%
1360 TMDX TRANSMEDICS GROUP INC Healthcare 16,924.0 $1.7M 0.01% -2K -8.1% $99.41 -31.6%
Page 68 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%