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NJ State Employees Deferred Compensation Plan

Q1 2025 · Filed 2025-05-09
Market Value
$771M
-5.0%
Holdings
451
-14
New Purchases
2
Added To
2
Closed
18
Reduced
11
Top 10 Concentration
30.7%
Turnover
4.4%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
LLY 1.84% 1.63% +0.21% $14M
PM 0.72% 0.52% +0.20% $6M
JNJ 1.15% 0.96% +0.20% $9M
BRK-B 0.89% 0.72% +0.17% $7M
XOM 1.16% 1.00% +0.16% $9M
CVS 0.38% 0.24% +0.14% $3M
AMT 0.71% 0.57% +0.14% $5M
JPM 1.94% 1.80% +0.14% $15M
TGTX 0.47% 0.34% +0.13% $4M
RTX 0.71% 0.59% +0.12% $5M
ABT 0.57% 0.46% +0.11% $4M
CVX 0.57% 0.47% +0.10% $4M
RSG 0.47% 0.37% +0.10% $4M
BSX 0.61% 0.52% +0.10% $5M
GE 0.44% 0.35% +0.09% $3M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
NVDA 4.16% 4.89% -0.74% $32M
AAPL 6.71% 7.26% -0.55% $52M
MSFT 5.61% 6.12% -0.51% $43M
GOOG 2.17% 2.57% -0.41% $17M
AMZN 3.51% 3.91% -0.41% $27M
GOOGL 1.15% 1.34% -0.19% $9M
ORCL 0.73% 0.90% -0.17% $6M
ALTR 0.00% 0.16% -0.16% $0
SUM 0.00% 0.15% -0.15% $0
FRPT 0.15% 0.26% -0.10% $1M
CMG 0.65% 0.74% -0.09% $5M
TSLA 0.14% 0.21% -0.07% $1M
AVGO 0.20% 0.27% -0.06% $2M
MTSI 0.27% 0.34% -0.06% $2M
WMT 0.89% 0.95% -0.06% $7M

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 47 $398M 51.6%
Large Cap 189 $265M 34.4%
Mid Cap 130 $81M 10.6%
Small Cap 72 $25M 3.3%
Micro Cap 13 $2M 0.2%

Portfolio Analytics

Avg Market Cap
$127.8B
Median Market Cap
$11.4B
Avg P/E
32.0
Median P/E
22.8
Avg Dividend Yield
0.02%
Avg Beta
0.98
# Stocks
451
# ETFs / Funds
0

Top Holdings (451 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 AAPL 6.71% 233,000 $52M $222.13 -$7M -2,300 -1.0%
2 MSFT 5.61% 115,300 $43M $375.39 -$6M -2,600 -2.2%
3 NVDA 4.16% 296,000 $32M $108.38 -$8M
4 AMZN 3.51% 142,200 $27M $190.26 -$5M -2,700 -1.9%
5 META 2.42% 32,400 $19M $576.36 -$296K
6 GOOG 2.17% 107,000 $17M $156.23 -$4M -2,800 -2.5%
7 JPM 1.94% 61,000 $15M $245.30 $341K
8 LLY 1.84% 17,160 $14M $825.91 $925K
9 XOM 1.16% 75,417 $9M $118.93 $857K
10 GOOGL 1.15% 57,600 $9M $154.64 -$2M
11 JNJ 1.15% 53,699 $9M $165.84 $1M
12 AXP 1.10% 31,600 $9M $269.05 -$877K
13 GS 0.96% 13,550 $7M $546.29 -$357K
14 MRK 0.93% 80,252 $7M $89.76 -$780K
15 PG 0.91% 41,300 $7M $170.42 $114K
16 WMT 0.89% 78,300 $7M $87.79 -$851K -7,200 -8.4%
17 BRK-B 0.89% 12,900 $7M $532.58 $1M
18 COST 0.88% 7,200 $7M $945.78 $212K
19 CSCO 0.78% 97,000 $6M $61.71 $243K
20 ORCL 0.73% 40,500 $6M $139.81 -$2M -3,500 -8.0%
21 PM 0.72% 35,200 $6M $158.73 $1M
22 WFC 0.72% 77,000 $6M $71.79 $119K
23 AMT 0.71% 25,200 $5M $217.60 $862K
24 RTX 0.71% 41,215 $5M $132.46 $690K
25 MCD 0.67% 16,493 $5M $312.37 $371K
26 BK 0.65% 60,038 $5M $83.87 $423K
27 CMG 0.65% 99,300 $5M $50.21 -$1M
28 BSX 0.61% 47,000 $5M $100.88 $543K
29 MSI 0.61% 10,771 $5M $437.81 -$263K
30 CMCSA 0.61% 127,000 $5M $36.90 -$80K
31 KLAC 0.60% 6,800 $5M $679.80 -$103K -700 -9.3%
32 QCOM 0.60% 30,000 $5M $153.61 -$300
33 LRCX 0.60% 63,250 $5M $72.70 $30K
34 AMAT 0.59% 31,200 $5M $145.12 -$546K
35 LIN 0.59% 9,700 $5M $465.64 $456K
36 IBM 0.57% 17,800 $4M $248.66 $30K -2,200 -11.0%
37 UNP 0.57% 18,700 $4M $236.24 $153K
38 CVX 0.57% 26,393 $4M $167.29 $593K
39 ABT 0.57% 32,854 $4M $132.65 $642K
40 DE 0.55% 9,100 $4M $469.35 $415K
41 DFS 0.54% 24,350 $4M $170.70 -$62K
42 DIS 0.50% 38,700 $4M $98.70 -$490K
43 RSG 0.47% 15,000 $4M $242.16 $615K
44 BAC 0.47% 86,582 $4M $41.73 -$192K
45 TGTX 0.47% 91,600 $4M $39.43 $855K
46 MMC 0.45% 14,100 $3M $244.03 $446K
47 LOW 0.44% 14,700 $3M $233.23 -$199K
48 GE 0.44% 17,028 $3M $200.15 $568K
49 KO 0.44% 47,200 $3M $71.62 $143K -4,800 -9.2%
50 MCK 0.44% 5,000 $3M $672.99 $515K
51 EFX 0.43% 13,700 $3M $243.56 -$155K
52 YUM 0.43% 21,000 $3M $157.36 $487K
53 COP 0.41% 30,100 $3M $105.02 $176K
54 ABBV 0.41% 14,964 $3M $209.52 $476K
55 NOC 0.40% 6,100 $3M $512.01 $261K
56 PH 0.39% 5,000 $3M $607.85 -$141K
57 NSC 0.39% 12,700 $3M $236.85 $27K
58 TMO 0.39% 6,000 $3M $497.60 -$136K
59 CVS 0.38% 43,766 $3M $67.75 $1M
60 VZ 0.38% 65,000 $3M $45.36 $349K
61 HD 0.38% 8,000 $3M $366.49 -$180K
62 HON 0.37% 13,600 $3M $211.75 -$192K
63 TMUS 0.37% 10,662 $3M $266.71 $203K -1,300 -10.9%
64 NEE 0.37% 40,000 $3M $70.89 -$32K
65 T 0.36% 97,689 $3M $28.28 $538K
66 SEIC 0.36% 35,400 $3M $77.63 -$172K
67 CB 0.35% 9,028 $3M $301.99 $232K
68 BMY 0.35% 43,884 $3M $60.99 $194K
69 SCHW 0.34% 33,800 $3M $78.28 $144K
70 MU 0.34% 30,000 $3M $86.89 $82K
71 ROK 0.34% 10,000 $3M $258.38 -$274K
72 SNPS 0.32% 5,742 $2M $428.85 -$324K
73 LMB 0.32% 33,000 $2M $74.47 -$365K
74 MCHP 0.31% 50,000 $2M $48.41 -$447K
75 GD 0.30% 8,500 $2M $272.58 $77K
76 CDNS 0.30% 9,050 $2M $254.33 -$417K
77 UNM 0.30% 28,000 $2M $81.46 $236K
78 USB 0.29% 53,500 $2M $42.22 -$300K
79 ABC 0.29% 7,996 $2M $278.09 $427K
80 PEP 0.29% 14,751 $2M $149.94 -$31K
81 AMGN 0.28% 7,000 $2M $311.55 $96K -1,000 -12.5%
82 TROW 0.27% 23,000 $2M $91.87 -$488K
83 MTSI 0.27% 21,000 $2M $100.38 -$620K
84 PNC 0.27% 11,900 $2M $175.77 -$203K
85 WMB 0.27% 35,000 $2M $59.76 $197K
86 CVCO 0.27% 4,000 $2M $519.63 $294K
87 MPC 0.26% 13,800 $2M $145.69 $85K
88 AFL 0.26% 18,000 $2M $111.19 $140K
89 ALL 0.26% 9,610 $2M $207.07 $137K
90 THC 0.26% 14,700 $2M $134.50 $122K
91 HL 0.25% 345,000 $2M $5.56 $224K
92 AZO 0.25% 500 $2M $3,812.78 $305K
93 INTC 0.24% 83,000 $2M $22.71 $221K
94 EME 0.24% 5,000 $2M $369.63 -$421K
95 ZTS 0.24% 11,178 $2M $164.65 $19K
96 JOE 0.24% 39,000 $2M $46.95 $79K
97 AVB 0.23% 8,407 $2M $214.62 -$45K
98 DUK 0.23% 14,733 $2M $121.97 $210K
99 AVY 0.23% 10,000 $2M $177.97 -$92K
100 HALO 0.23% 27,800 $2M $63.81 $445K

New Positions

SymbolValue% Port
PFG $211K 0.03%
BAX $205K 0.03%

Sold Out Positions

SymbolValue% Port
FLR —%
WHD —%
AAT —%
ROG —%
KBR —%
RAMP —%
RHP —%
NYT —%
ILMN —%
CCOI —%
FORM —%
FIVN —%
NTGR —%
SCWX —%
ALTR —%
View SEC EDGAR Filings for NJ State Employees Deferred Compensation Plan →

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms