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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 69 of 78  ·  1,549 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1361 FOUR SHIFT4 PMTS INC Technology 38,450.0 $1.7M 0.01% +6K +17.9% $43.73 -0.5%
1362 BOOT BOOT BARN HLDGS INC Consumer Cyclical 11,422.0 $1.7M 0.01% -1K -9.4% $146.36 +5.6%
1363 IRTC IRHYTHM HOLDINGS INC Healthcare 14,155.0 $1.7M 0.01% +1K +11.3% $118.02 -0.1%
1364 DNOW DNOW INC Energy 137,465.0 $1.6M 0.01% NEW $11.91 +8.2%
1365 ACHR ARCHER AVIATION INC Industrials 311,055.0 $1.6M 0.01% +28K +9.8% $5.17 +18.4%
1366 THO THOR INDS INC Consumer Cyclical 19,860.0 $1.6M 0.01% -3K -11.5% $79.89 -6.4%
1367 INDV INDIVIOR PHARMACEUTICALS INC Healthcare 51,451.0 $1.6M 0.01% NEW $30.48 +22.9%
1368 HRI HERC HLDGS INC Industrials 15,662.0 $1.6M 0.01% -2K -12.2% $99.55 +30.2%
1369 WING WINGSTOP INC Consumer Cyclical 9,903.0 $1.5M 0.01% $154.97 -17.3%
1370 RUN SUNRUN INC Energy 112,219.0 $1.5M 0.01% $13.56 +1.0%
1371 AEO AMERICAN EAGLE OUTFITTERS IN Consumer Cyclical 90,137.0 $1.5M 0.01% -33K -26.9% $16.70 -0.9%
1372 MDV MODIV INDUSTRIAL INC Real Estate 105,000.0 $1.5M 0.01% +15K +16.7% $14.32 +27.6%
1373 HNI HNI CORP Industrials 44,853.0 $1.5M 0.01% NEW $33.39 -7.5%
1374 ELF E L F BEAUTY INC Consumer Defensive 24,678.0 $1.5M 0.01% -5K -16.4% $60.61 -12.4%
1375 INMD INMODE LTD Healthcare 103,933.0 $1.4M 0.01% $13.68 +1.1%
1376 WHR WHIRLPOOL CORP Consumer Cyclical 26,288.0 $1.4M 0.01% -5K -16.3% $53.92 -23.0%
1377 NUVL NUVALENT INC Healthcare 13,671.0 $1.4M 0.01% $102.45 -1.2%
1378 CRSP CRISPR THERAPEUTICS AG Healthcare 29,313.0 $1.4M 0.01% -11K -27.3% $47.57 +4.9%
1379 FOLD AMICUS THERAPEUTIC Healthcare 95,138.0 $1.4M 0.01% $14.46 +0.2%
1380 MNDY MONDAY COM LTD Technology 19,791.0 $1.4M 0.01% $69.11 +10.3%
Page 69 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%