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Asset Manager ← All Institutions

NJ State Employees Deferred Compensation Plan

Q2 2025 · Filed 2025-08-05
Market Value
$838M
+8.7%
Holdings
440
-11
New Purchases
7
Added To
2
Closed
12
Reduced
14
Top 10 Concentration
33.0%
Turnover
4.3%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
NVDA 5.58% 4.16% +1.42% $47M
MSFT 6.84% 5.61% +1.23% $57M
COF 0.85% 0.20% +0.65% $7M
META 2.79% 2.42% +0.37% $23M
UNH 0.35% 0.03% +0.32% $3M
ORCL 0.97% 0.73% +0.24% $8M
LMB 0.55% 0.32% +0.23% $5M
GS 1.14% 0.96% +0.18% $10M
JPM 2.11% 1.94% +0.17% $18M
AMZN 3.67% 3.51% +0.16% $31M
MCHP 0.42% 0.31% +0.11% $4M
AVGO 0.31% 0.20% +0.10% $3M
MU 0.44% 0.34% +0.10% $4M
GEV 0.27% 0.17% +0.10% $2M
AXP 1.20% 1.10% +0.10% $10M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
AAPL 5.70% 6.71% -1.01% $48M
DFS 0.00% 0.54% -0.54% $0
JNJ 0.85% 1.15% -0.30% $7M
LLY 1.60% 1.84% -0.24% $13M
XOM 0.93% 1.16% -0.23% $8M
SPLP 0.00% 0.19% -0.19% $0
MRK 0.76% 0.93% -0.18% $6M
BRK-B 0.75% 0.89% -0.14% $6M
CVS 0.24% 0.38% -0.14% $2M
MCK 0.31% 0.44% -0.13% $3M
PG 0.78% 0.91% -0.13% $7M
CVX 0.45% 0.57% -0.12% $4M
BMY 0.24% 0.35% -0.10% $2M
TMO 0.29% 0.39% -0.10% $2M
MCD 0.57% 0.67% -0.09% $5M

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 47 $451M 53.8%
Large Cap 188 $276M 32.9%
Mid Cap 124 $82M 9.8%
Small Cap 67 $27M 3.2%
Micro Cap 14 $2M 0.2%

Portfolio Analytics

Avg Market Cap
$130.9B
Median Market Cap
$11.7B
Avg P/E
31.6
Median P/E
22.7
Avg Dividend Yield
0.02%
Avg Beta
0.98
# Stocks
440
# ETFs / Funds
0

Top Holdings (440 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 MSFT 6.84% 115,300 $57M $497.41 $14M
2 AAPL 5.70% 233,000 $48M $205.17 -$4M
3 NVDA 5.58% 296,000 $47M $157.99 $15M
4 AMZN 3.67% 140,200 $31M $219.39 $4M -2,000 -1.4%
5 META 2.79% 31,700 $23M $738.09 $5M -700 -2.2%
6 GOOG 2.26% 107,000 $19M $177.39 $2M
7 JPM 2.11% 61,000 $18M $289.91 $3M
8 LLY 1.60% 17,160 $13M $779.53 -$796K
9 GOOGL 1.21% 57,600 $10M $176.23 $1M
10 AXP 1.20% 31,600 $10M $318.98 $2M
11 GS 1.14% 13,550 $10M $707.75 $2M
12 ORCL 0.97% 37,300 $8M $218.63 $2M -3,200 -7.9%
13 XOM 0.93% 72,417 $8M $107.80 -$1M -3,000 -4.0%
14 WMT 0.86% 73,600 $7M $97.78 $323K -4,700 -6.0%
15 COF 0.85% 33,550 $7M $212.76 $6M +24,817 +284.2%
16 JNJ 0.85% 46,699 $7M $152.75 -$2M -7,000 -13.0%
17 COST 0.85% 7,200 $7M $989.94 $318K
18 CSCO 0.80% 97,000 $7M $69.38 $744K
19 PG 0.78% 41,300 $7M $159.32 -$458K
20 PM 0.76% 35,200 $6M $182.13 $824K
21 MRK 0.76% 80,252 $6M $79.16 -$851K
22 BRK-B 0.75% 12,900 $6M $485.77 -$604K
23 WFC 0.74% 77,000 $6M $80.12 $641K
24 RTX 0.72% 41,215 $6M $146.02 $559K
25 AMAT 0.68% 31,200 $6M $183.07 $1M
26 CMG 0.67% 99,300 $6M $56.15 $590K
27 AMT 0.66% 25,200 $6M $221.02 $86K
28 LRCX 0.66% 56,650 $6M $97.34 $916K -6,600 -10.4%
29 BK 0.65% 60,038 $5M $91.11 $435K
30 KLAC 0.65% 6,100 $5M $895.74 $841K -700 -10.3%
31 IBM 0.63% 17,800 $5M $294.78 $821K
32 BSX 0.60% 47,000 $5M $107.41 $307K
33 MCD 0.57% 16,493 $5M $292.17 -$333K
34 DIS 0.57% 38,700 $5M $124.01 $979K
35 QCOM 0.57% 30,000 $5M $159.26 $170K
36 DE 0.55% 9,100 $5M $508.49 $356K
37 LMB 0.55% 33,000 $5M $140.10 $2M
38 LIN 0.54% 9,700 $5M $469.18 $34K
39 CMCSA 0.54% 127,000 $5M $35.69 -$154K
40 MSI 0.54% 10,771 $5M $420.46 -$187K
41 ABT 0.53% 32,854 $4M $136.01 $110K
42 GE 0.52% 17,028 $4M $257.39 $975K
43 UNP 0.51% 18,700 $4M $230.08 -$115K
44 BAC 0.49% 86,582 $4M $47.32 $484K
45 CVX 0.45% 26,393 $4M $143.19 -$636K
46 RSG 0.44% 15,000 $4M $246.61 $67K
47 MU 0.44% 30,000 $4M $123.25 $1M
48 EFX 0.42% 13,700 $4M $259.37 $217K
49 MCHP 0.42% 50,000 $4M $70.37 $1M
50 PH 0.42% 5,000 $3M $698.47 $453K
51 KO 0.40% 47,200 $3M $70.75 -$41K
52 ROK 0.40% 10,000 $3M $332.17 $738K
53 TGTX 0.39% 91,600 $3M $35.99 -$315K
54 LOW 0.39% 14,700 $3M $221.87 -$167K
55 NSC 0.39% 12,700 $3M $255.97 $243K
56 SEIC 0.38% 35,400 $3M $89.86 $433K
57 YUM 0.37% 21,000 $3M $148.18 -$193K
58 SCHW 0.37% 33,800 $3M $91.24 $438K
59 MMC 0.37% 14,100 $3M $218.64 -$358K
60 NOC 0.36% 6,100 $3M $499.98 -$73K
61 MTSI 0.36% 21,000 $3M $143.29 $901K
62 UNH 0.35% 9,500 $3M $311.97 $3M +9,000 +1800.0%
63 SNPS 0.35% 5,742 $3M $512.68 $481K
64 HD 0.35% 8,000 $3M $366.64 $1K
65 T 0.34% 97,689 $3M $28.94 $64K
66 VZ 0.34% 65,000 $3M $43.27 -$136K
67 HON 0.33% 12,000 $3M $232.88 -$85K -1,600 -11.8%
68 CDNS 0.33% 9,050 $3M $308.15 $487K
69 ABBV 0.33% 14,964 $3M $185.62 -$358K
70 NEE 0.33% 40,000 $3M $69.42 -$59K
71 COP 0.32% 30,100 $3M $89.74 -$460K
72 EME 0.32% 5,000 $3M $534.89 $826K
73 CB 0.31% 9,028 $3M $289.72 -$111K
74 THC 0.31% 14,700 $3M $176.00 $610K
75 AVGO 0.31% 9,360 $3M $275.65 $1M
76 MCK 0.31% 3,500 $3M $732.78 -$800K -1,500 -30.0%
77 TMUS 0.30% 10,662 $3M $238.26 -$303K
78 GD 0.30% 8,500 $2M $291.66 $162K
79 TMO 0.29% 6,000 $2M $405.46 -$553K
80 USB 0.29% 53,500 $2M $45.25 $162K
81 AMD 0.29% 17,000 $2M $141.90 $666K
82 MPC 0.27% 13,800 $2M $166.11 $282K
83 UNM 0.27% 28,000 $2M $80.76 -$20K
84 GEV 0.27% 4,257 $2M $529.15 $953K
85 TROW 0.26% 23,000 $2M $96.50 $106K
86 PNC 0.26% 11,900 $2M $186.42 $127K
87 MTZ 0.26% 13,000 $2M $170.43 $698K
88 WMB 0.26% 35,000 $2M $62.81 $107K
89 HL 0.25% 345,000 $2M $5.99 $148K
90 CVS 0.24% 29,766 $2M $68.98 -$912K -14,000 -32.0%
91 BMY 0.24% 43,884 $2M $46.29 -$645K
92 SPXC 0.24% 12,000 $2M $167.68 $467K
93 CWCO 0.24% 67,000 $2M $30.02 $371K
94 AMGN 0.23% 7,000 $2M $279.21 -$226K
95 PEP 0.23% 14,751 $2M $132.04 -$264K
96 ALL 0.23% 9,610 $2M $201.31 -$55K
97 CARR 0.23% 26,002 $2M $73.19 $255K
98 AFL 0.23% 18,000 $2M $105.46 -$103K
99 KEYS 0.23% 11,542 $2M $163.86 $163K
100 EBAY 0.22% 25,000 $2M $74.46 $168K

New Positions

SymbolValue% Port
FWRD $245K 0.03%
FLR $236K 0.03%
NTGR $233K 0.03%
RAMP $231K 0.03%
NYT $224K 0.03%
ARW $223K 0.03%
AMRN $177K 0.02%

Sold Out Positions

SymbolValue% Port
ZBH —%
BAX —%
IFF —%
PFG —%
SRPT —%
WW —%
DFS —%
LGF-B —%
BECN —%
SPLP —%
SUP —%
X —%
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