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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 73 of 78  ·  1,549 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1441 NKTR NEKTAR THERAPEUTICS Healthcare 8,288.0 $596K 0.00% NEW $71.95 -4.7%
1442 KINIKSA PHARMACEUTICALS INTL 12,347.0 $595K 0.00% +476.0 +4.0% $48.15
1443 PK PARK HOTELS & RESORTS INC Real Estate 55,000.0 $579K 0.00% -10K -15.4% $10.53 +8.2%
1444 EWTX EDGEWISE THERAPEUTICS INC Healthcare 18,091.0 $570K 0.00% +113.0 +0.6% $31.50 +3.8%
1445 AUPH AURINIA PHARMACEUTICALS INC Healthcare 38,299.0 $568K 0.00% $14.82 +4.3%
1446 INVA INNOVIVA INC Healthcare 24,275.0 $566K 0.00% NEW $23.30 -4.7%
1447 APARTMENT INVT & MGMT CO 138,773.0 $565K 0.00% $4.07
1448 VCEL VERICEL CORP Healthcare 17,284.0 $556K 0.00% NEW $32.17 +10.0%
1449 GSL GLOBAL SHIP LEASE INC Industrials 14,844.0 $553K 0.00% $37.23 +10.0%
1450 OGN ORGANON & CO Healthcare 88,851.0 $532K 0.00% NEW $5.99 +124.0%
1451 DISC MEDICINE INC 8,317.0 $532K 0.00% $63.94
1452 DAWN DAY ONE BIOPHARMACEUTICALS I Healthcare 24,563.0 $527K 0.00% NEW $21.44 +0.4%
1453 VERA VERA THERAPEUTICS INC Healthcare 13,087.0 $526K 0.00% $40.23 -13.9%
1454 ITRN ITURAN LOCATION AND CONTROL Technology 10,698.0 $524K 0.00% $49.01 +18.9%
1455 SOLENO THERAPEUTICS INC 15,602.0 $522K 0.00% +184.0 +1.2% $33.48
1456 DFTX DEFINIUM THERAPEUTICS INC Healthcare 27,441.0 $519K 0.00% NEW $18.90 +19.8%
1457 CAPR CAPRICOR THERAPEUTICS INC Healthcare 16,733.0 $509K 0.00% NEW $30.40 -2.7%
1458 PRGO PERRIGO CO PLC Healthcare 47,034.0 $505K 0.00% NEW $10.74 +3.9%
1459 ARDX ARDELYX INC Healthcare 83,038.0 $497K 0.00% NEW $5.99 +6.0%
1460 NEWAMSTERDAM PHARMA COMPANY 15,397.0 $493K 0.00% $32.01
Page 73 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%