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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 47 of 74  ·  1,472 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
921 LNC LINCOLN NATL CORP IND Financial Services 55,012.0 $2.4M 0.01% NEW $44.53 -22.9%
922 TFX TELEFLEX INCORPORATED Healthcare 20,069.0 $2.4M 0.01% NEW $122.04 +8.8%
923 NVST ENVISTA HOLDINGS CORPORATION Healthcare 112,747.0 $2.4M 0.01% NEW $21.71 +6.2%
924 SPSC SPS COMM INC Technology 27,424.0 $2.4M 0.01% NEW $89.13 -41.1%
925 TKR TIMKEN CO Industrials 29,017.0 $2.4M 0.01% NEW $84.13 +30.0%
926 TREX TREX CO INC Industrials 69,509.0 $2.4M 0.01% NEW $35.08 +3.3%
927 COMP COMPASS INC Technology 230,680.0 $2.4M 0.01% NEW $10.57 -28.3%
928 M MACYS INC Consumer Cyclical 110,551.0 $2.4M 0.01% NEW $22.05 -13.6%
929 HCC WARRIOR MET COAL INC Energy 27,634.0 $2.4M 0.01% NEW $88.17 -3.6%
930 AX AXOS FINANCIAL INC Financial Services 28,268.0 $2.4M 0.01% NEW $86.16 -0.2%
931 MC MOELIS & CO Financial Services 35,370.0 $2.4M 0.01% NEW $68.74 -9.4%
932 OPCH OPTION CARE HEALTH INC Healthcare 76,268.0 $2.4M 0.01% NEW $31.86 -34.5%
933 WHD CACTUS INC Energy 53,151.0 $2.4M 0.01% NEW $45.68 +33.1%
934 BILL BILL HOLDINGS INC Technology 44,471.0 $2.4M 0.01% NEW $54.54 -29.7%
935 KD KYNDRYL HLDGS INC Technology 91,315.0 $2.4M 0.01% NEW $26.56 -54.7%
936 SYM SYMBOTIC INC Industrials 40,742.0 $2.4M 0.01% NEW $59.50 -21.7%
937 JHG JANUS HENDERSON GROUP PLC Financial Services 50,953.0 $2.4M 0.01% NEW $47.57 +8.9%
938 AUB ATLANTIC UN BANKSHARES CORP Financial Services 68,624.0 $2.4M 0.01% NEW $35.30 +6.7%
939 HWC HANCOCK WHITNEY CORPORATION Financial Services 38,026.0 $2.4M 0.01% NEW $63.68 +2.6%
940 ATMU ATMUS FILTRATION TECHNOLOGIE Industrials 46,625.0 $2.4M 0.01% NEW $51.91 -5.7%
Page 47 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%