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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 35 of 74  ·  1,472 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
681 FIVE FIVE BELOW INC Consumer Cyclical 20,146.0 $3.8M 0.01% NEW $188.36 +15.7%
682 MTSI MACOM TECH SOLUTIONS HLDGS I Technology 22,154.0 $3.8M 0.01% NEW $171.28 +114.7%
683 BMRN BIOMARIN PHARMACEUTICAL INC Healthcare 63,470.0 $3.8M 0.01% NEW $59.43 -15.5%
684 RVTY REVVITY INC Healthcare 38,754.0 $3.7M 0.01% NEW $96.75 -2.0%
685 MRNA MODERNA INC Healthcare 126,028.0 $3.7M 0.01% NEW $29.49 +65.3%
686 PL PLANET LABS PBC Industrials 188,372.0 $3.7M 0.01% NEW $19.72 +117.2%
687 SF STIFEL FINL CORP Financial Services 29,552.0 $3.7M 0.01% NEW $125.22 -41.4%
688 MKSI MKS INC. Technology 23,156.0 $3.7M 0.01% NEW $159.80 +93.5%
689 AYI ACUITY INC Industrials 10,271.0 $3.7M 0.01% NEW $360.04 -23.0%
690 FDS FACTSET RESH SYS INC Financial Services 12,692.0 $3.7M 0.01% NEW $290.19 -23.4%
691 RBRK RUBRIK INC. Technology 48,097.0 $3.7M 0.01% NEW $76.48 -14.3%
692 LXP INDUSTRIAL TRUST 73,594.0 $3.6M 0.01% NEW $49.58
693 WMS ADVANCED DRAIN SYS INC DEL Industrials 25,107.0 $3.6M 0.01% NEW $144.83 -6.3%
694 HAS HASBRO INC Consumer Cyclical 44,252.0 $3.6M 0.01% NEW $82.00 +8.7%
695 BWA BORGWARNER INC Consumer Cyclical 80,358.0 $3.6M 0.01% NEW $45.06 +39.5%
696 UNM UNUM GROUP Financial Services 46,530.0 $3.6M 0.01% NEW $77.50 +7.8%
697 DTM DT MIDSTREAM INC Energy 30,044.0 $3.6M 0.01% NEW $119.68 +26.5%
698 OHI OMEGA HEALTHCARE INVS INC Real Estate 80,955.0 $3.6M 0.01% NEW $44.34 +10.4%
699 CLH CLEAN HARBORS INC Industrials 15,244.0 $3.6M 0.01% NEW $234.48 +24.5%
700 GL GLOBE LIFE INC Financial Services 25,524.0 $3.6M 0.01% NEW $139.86 +10.2%
Page 35 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%