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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 61 of 74  ·  1,472 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1201 AXSM AXSOME THERAPEUTICS INC Healthcare 11,923.0 $2.2M 0.01% NEW $182.64 +24.5%
1202 BOX BOX INC Technology 72,793.0 $2.2M 0.01% NEW $29.91 -13.8%
1203 IVT INVENTRUST PPTYS CORP Real Estate 77,168.0 $2.2M 0.01% NEW $28.21 +11.1%
1204 TMHC TAYLOR MORRISON HOME CORP Consumer Cyclical 36,977.0 $2.2M 0.01% NEW $58.87 -6.9%
1205 THG HANOVER INS GROUP INC Financial Services 11,908.0 $2.2M 0.01% NEW $182.77 +6.5%
1206 FAF FIRST AMERN FINL CORP Financial Services 35,406.0 $2.2M 0.01% NEW $61.44 +9.2%
1207 AIR LEASE CORP 33,865.0 $2.2M 0.01% NEW $64.23
1208 PII POLARIS INC Consumer Cyclical 34,383.0 $2.2M 0.01% NEW $63.25 +2.2%
1209 AUR AURORA INNOVATION INC Technology 566,105.0 $2.2M 0.01% NEW $3.84 +93.2%
1210 SLM SLM CORP Financial Services 80,330.0 $2.2M 0.01% NEW $27.06 -21.8%
1211 CVBF CVB FINL CORP Financial Services 116,840.0 $2.2M 0.01% NEW $18.60 +5.1%
1212 WDFC WD 40 CO Basic Materials 11,036.0 $2.2M 0.01% NEW $196.90 +2.3%
1213 CBZ CBIZ INC Industrials 43,051.0 $2.2M 0.01% NEW $50.45 -38.8%
1214 SWX SOUTHWEST GAS HLDGS INC Utilities 27,134.0 $2.2M 0.01% NEW $80.02 +9.6%
1215 CHRD CHORD ENERGY CORPORATION Energy 23,419.0 $2.2M 0.01% NEW $92.70 +61.3%
1216 LRN STRIDE INC Consumer Defensive 33,403.0 $2.2M 0.01% NEW $64.93 +36.0%
1217 HMN HORACE MANN EDUCATORS CORP N Financial Services 46,939.0 $2.2M 0.01% NEW $46.18 -2.6%
1218 MASI MASIMO CORP Healthcare 16,652.0 $2.2M 0.01% NEW $130.06 +37.2%
1219 VRRM VERRA MOBILITY CORP Technology 96,461.0 $2.2M 0.01% NEW $22.41 -41.5%
1220 DUOL DUOLINGO INC Technology 12,316.0 $2.2M 0.01% NEW $175.50 -36.1%
Page 61 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%