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Portfolio (Quarterly) Guide ↗

State of New Jersey Common Pension Fund D

· CIK 0001483066
13F Portfolio $27.7B AUM Filed Jan 30, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 1472 New
Page 18 of 74  ·  1,472 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
341 ED CONSOLIDATED EDISON INC Utilities 110,828.0 $11.0M 0.04% NEW $99.32 +6.6%
342 XYL XYLEM INC Industrials 80,728.0 $11.0M 0.04% NEW $136.18 -20.1%
343 ARCO ARCOS DORADOS HOLDINGS INC Consumer Cyclical 1,486,822.0 $10.9M 0.04% NEW $7.34 +12.1%
344 SOFI SOFI TECHNOLOGIES INC Financial Services 415,795.0 $10.9M 0.04% NEW $26.18 -40.7%
345 REGCO REGENCY CTRS CORP Real Estate 156,822.0 $10.8M 0.04% NEW $69.03 -67.9%
346 CCL CARNIVAL CORP Consumer Cyclical 354,265.0 $10.8M 0.04% NEW $30.54 -19.0%
347 HPE HEWLETT PACKARD ENTERPRISE C Technology 444,491.0 $10.7M 0.04% NEW $24.02 +37.1%
348 EPAM EPAM SYS INC Technology 52,108.0 $10.7M 0.04% NEW $204.88 -52.5%
349 ZTO ZTO EXPRESS CAYMAN INC Industrials 509,092.0 $10.6M 0.04% NEW $20.89 +12.5%
350 NRG NRG ENERGY INC Utilities 66,775.0 $10.6M 0.04% NEW $159.24 -21.5%
351 VRSK VERISK ANALYTICS INC Industrials 47,428.0 $10.6M 0.04% NEW $223.69 -23.8%
352 REXR REXFORD INDL RLTY INC Real Estate 273,200.0 $10.6M 0.04% NEW $38.72 -9.0%
353 RKLB ROCKET LAB CORP Industrials 151,546.0 $10.6M 0.04% NEW $69.76 +85.1%
354 TER TERADYNE INC Technology 54,509.0 $10.6M 0.04% NEW $193.56 +66.5%
355 HUM HUMANA INC Healthcare 40,740.0 $10.4M 0.04% NEW $256.13 +18.3%
356 WH WYNDHAM HOTELS & RESORTS INC Consumer Cyclical 137,490.0 $10.4M 0.04% NEW $75.56 +4.2%
357 INGERSOLL RAND INC 131,131.0 $10.4M 0.04% NEW $79.22
358 CYBERARK SOFTWARE LTD 23,124.0 $10.3M 0.04% NEW $446.06
359 WEC WEC ENERGY GROUP INC Utilities 97,774.0 $10.3M 0.04% NEW $105.46 +3.3%
360 NTRA NATERA INC Healthcare 44,780.0 $10.3M 0.04% NEW $229.09 -14.9%
Page 18 of 74  ·  1,472 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 32.6%
Financial Services 12.7%
Consumer Cyclical 10.6%
Communication Services 10.0%
Healthcare 9.5%
Industrials 8.4%
Real Estate 4.6%
Consumer Defensive 4.5%
Energy 3.0%
Utilities 2.4%