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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 6 of 74  ·  1,472 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 SPG SIMON PPTY GROUP INC NEW Real Estate 256,487.0 $47.5M 0.17% NEW $185.11 +9.6%
102 BAP CREDICORP LTD Financial Services 165,068.0 $47.4M 0.17% NEW $287.00 +10.2%
103 UNP UNION PAC CORP Industrials 203,533.0 $47.1M 0.17% NEW $231.32 +16.4%
104 LOW LOWES COS INC Consumer Cyclical 192,055.0 $46.3M 0.17% NEW $241.16 -7.3%
105 PGR PROGRESSIVE CORP Financial Services 202,421.0 $46.1M 0.17% NEW $227.72 -13.9%
106 ADI ANALOG DEVICES INC Technology 167,191.0 $45.3M 0.16% NEW $271.20 +53.9%
107 DLR DIGITAL RLTY TR INC Real Estate 277,334.0 $42.9M 0.15% NEW $154.71 +24.6%
108 SHYG ISHARES TR 1,000,360.0 $42.9M 0.15% NEW $42.87 -1.4%
109 MBB ISHARES TR 450,000.0 $42.8M 0.15% NEW $95.22 -1.7%
110 ETN EATON CORP PLC Industrials 134,192.0 $42.7M 0.15% NEW $318.51 +28.1%
111 PANW PALO ALTO NETWORKS INC Technology 229,156.0 $42.2M 0.15% NEW $184.20 +29.3%
112 HON HONEYWELL INTL INC Industrials 216,222.0 $42.2M 0.15% NEW $195.09 +11.6%
113 MDT MEDTRONIC PLC Healthcare 437,235.0 $42.0M 0.15% NEW $96.06 -19.9%
114 SPOT SPOTIFY TECHNOLOGY S A Communication Services 71,406.0 $41.5M 0.15% NEW $580.71 -25.5%
115 DE DEERE & CO Industrials 88,934.0 $41.4M 0.15% NEW $465.57 +23.4%
116 SYK STRYKER CORPORATION Healthcare 117,687.0 $41.4M 0.15% NEW $351.47 -13.1%
117 COP CONOCOPHILLIPS Energy 431,642.0 $40.4M 0.15% NEW $93.61 +27.1%
118 CB CHUBB LIMITED Financial Services 129,377.0 $40.4M 0.15% NEW $312.12 +3.9%
119 CRWD CROWDSTRIKE HLDGS INC Technology 85,531.0 $40.1M 0.14% NEW $468.76 +23.7%
120 PYLD PIMCO ETF TR 1,500,000.0 $40.0M 0.14% NEW $26.68 -1.7%
Page 6 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%