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Portfolio (Quarterly) Guide ↗

State of New Jersey Common Pension Fund D

· CIK 0001483066
13F Portfolio $29.3B AUM 1,718 positions Filed Aug 4, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 198 New 99 Added 1139 Reduced 29 Exited
Page 4 of 10  ·  198 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 CACC CREDIT ACCEP CORP MICH Financial Services 2,085.0 $1.3M 0.01% NEW $636.74 -10.4%
62 PGNY PROGYNY INC Healthcare 45,945.0 $1.3M 0.01% NEW $28.83 -10.8%
63 VIRT VIRTU FINL INC Financial Services 22,176.0 $1.3M 0.01% NEW $59.57 +2.5%
64 MADISON SQUARE GARDEN ENTMT 16,311.0 $1.3M 0.01% NEW $80.89
65 CENT CENTRAL GARDEN & PET CO Consumer Defensive 29,686.0 $1.3M 0.00% NEW $44.34 -0.1%
66 BLBD BLUE BIRD CORP Consumer Cyclical 16,625.0 $1.3M 0.00% NEW $78.96 -22.2%
67 CAC CAMDEN NATL CORP Financial Services 24,160.0 $1.3M 0.00% NEW $54.22 +7.4%
68 RSI RUSH STREET INTERACTIVE INC Consumer Cyclical 44,029.0 $1.3M 0.00% NEW $29.74 -17.5%
69 PBI PITNEY BOWES INC Industrials 74,205.0 $1.3M 0.00% NEW $17.52 -7.7%
70 MMI MARCUS & MILLICHAP INC Real Estate 41,266.0 $1.3M 0.00% NEW $31.17 +1.3%
71 AXGN AXOGEN INC Healthcare 27,766.0 $1.3M 0.00% NEW $46.19 +8.7%
72 NHC NATIONAL HEALTHCARE CORP Healthcare 6,057.0 $1.3M 0.00% NEW $211.36 +10.8%
73 BHE BENCHMARK ELECTRS INC Technology 12,930.0 $1.3M 0.00% NEW $98.67 -22.3%
74 ARCB ARCBEST CORP Industrials 8,888.0 $1.3M 0.00% NEW $143.54 -3.3%
75 HBT HBT FINL INC. Financial Services 39,852.0 $1.3M 0.00% NEW $31.99 +14.1%
76 RXO RXO INC Industrials 46,037.0 $1.3M 0.00% NEW $27.59 -18.0%
77 PDM PIEDMONT REALTY TRUST INC Real Estate 137,834.0 $1.3M 0.00% NEW $9.15 +2.7%
78 GT GOODYEAR TIRE & RUBR CO Consumer Cyclical 190,865.0 $1.3M 0.00% NEW $6.60 -10.2%
79 NGVT INGEVITY CORP Basic Materials 16,794.0 $1.3M 0.00% NEW $74.67 -0.9%
80 FMBH FIRST MID BANCSHARES INC Financial Services 25,986.0 $1.2M 0.00% NEW $48.09 +7.0%
Page 4 of 10  ·  198 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 35.2%
Financial Services 11.3%
Consumer Cyclical 9.5%
Healthcare 9.2%
Industrials 9.0%
Communication Services 9.0%
Real Estate 4.9%
Consumer Defensive 4.4%
Energy 3.2%
Utilities 2.5%