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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 9 of 78  ·  1,549 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 FDX FEDEX CORP Industrials 76,291.0 $27.2M 0.10% $356.18 +9.2%
162 ORLY OREILLY AUTOMOTIVE INC Consumer Cyclical 288,312.0 $26.6M 0.10% $92.31 +0.0%
163 MMM 3M CO Industrials 182,793.0 $26.5M 0.10% $145.23 +4.4%
164 GD GENERAL DYNAMICS CORP Industrials 77,012.0 $26.4M 0.10% +725.0 +0.9% $343.22 -1.3%
165 PNC PNC FINL SVCS GROUP INC Financial Services 126,813.0 $26.4M 0.10% +1K +0.9% $208.09 +4.2%
166 EOG EOG RES INC Energy 181,651.0 $26.3M 0.10% -4K -2.2% $144.57 -3.2%
167 USB US BANCORP Financial Services 504,360.0 $26.2M 0.10% $52.01 +4.8%
168 CSX CSX CORP Industrials 637,245.0 $26.2M 0.10% $41.05 +11.8%
169 ITUB ITAU UNIBANCO HLDG S A Financial Services 3,115,046.0 $26.1M 0.10% -53K -1.7% $8.38 -4.5%
170 HCA HCA HEALTHCARE INC Healthcare 55,037.0 $26.0M 0.10% -1K -2.1% $473.24 -17.0%
171 VLO VALERO ENERGY CORP Energy 105,254.0 $26.0M 0.10% $247.08 +2.7%
172 SNPS SYNOPSYS INC Technology 65,026.0 $25.8M 0.10% +1K +2.2% $396.48 +25.8%
173 CDNS CADENCE DESIGN SYSTEM INC Technology 92,479.0 $25.7M 0.10% $277.87 +29.0%
174 SHW SHERWIN WILLIAMS CO Basic Materials 80,041.0 $25.7M 0.10% $320.55 -4.0%
175 CMI CUMMINS INC Industrials 47,590.0 $25.6M 0.10% $538.02 +18.7%
176 MDLZ MONDELEZ INTL INC Consumer Defensive 443,115.0 $25.5M 0.10% $57.64 +6.7%
177 MAR MARRIOTT INTL INC NEW Consumer Cyclical 77,116.0 $25.2M 0.10% $327.07 +13.3%
178 MPC MARATHON PETE CORP Energy 102,464.0 $25.0M 0.10% $244.18 +1.7%
179 EMR EMERSON ELEC CO Industrials 190,699.0 $25.0M 0.10% $131.02 +3.0%
180 ITW ILLINOIS TOOL WKS INC Industrials 95,921.0 $25.0M 0.10% $260.29 -4.0%
Page 9 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%