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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 68 of 74  ·  1,472 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1341 NOG NORTHERN OIL & GAS INC Energy 89,674.0 $1.9M 0.01% NEW $21.47 +15.7%
1342 VAL VALARIS LTD Energy 38,033.0 $1.9M 0.01% NEW $50.40 +124.4%
1343 INDIVIOR PLC 53,282.0 $1.9M 0.01% NEW $35.88
1344 FRHC FREEDOM HLDG CORP NEV Financial Services 15,707.0 $1.9M 0.01% NEW $121.68 +17.4%
1345 AAON AAON INC Industrials 25,005.0 $1.9M 0.01% NEW $76.25 +74.5%
1346 SIG SIGNET JEWELERS LIMITED Consumer Cyclical 22,950.0 $1.9M 0.01% NEW $82.88 -10.9%
1347 KTB KONTOOR BRANDS INC Consumer Cyclical 30,967.0 $1.9M 0.01% NEW $61.09 +4.8%
1348 GALAXY DIGITAL INC. 84,318.0 $1.9M 0.01% NEW $22.36
1349 PTON PELOTON INTERACTIVE INC Consumer Cyclical 303,356.0 $1.9M 0.01% NEW $6.16 -13.2%
1350 SOUN SOUNDHOUND AI INC Technology 187,065.0 $1.9M 0.01% NEW $9.97 -17.3%
1351 HOG HARLEY DAVIDSON INC Consumer Cyclical 90,815.0 $1.9M 0.01% NEW $20.49 +20.2%
1352 XP XP INC Financial Services 113,593.0 $1.9M 0.01% NEW $16.37 +4.4%
1353 PTCT PTC THERAPEUTICS INC Healthcare 24,402.0 $1.9M 0.01% NEW $75.96 -7.7%
1354 PCVX VAXCYTE INC Healthcare 39,880.0 $1.8M 0.01% NEW $46.14 +6.2%
1355 AMBA AMBARELLA INC Technology 25,958.0 $1.8M 0.01% NEW $70.84 +11.9%
1356 EOSE EOS ENERGY ENTERPRISES INC Industrials 160,004.0 $1.8M 0.01% NEW $11.46 -34.6%
1357 OPEN OPENDOOR TECHNOLOGIES INC Real Estate 313,799.0 $1.8M 0.01% NEW $5.83 -26.9%
1358 GTLB GITLAB INC Technology 48,721.0 $1.8M 0.01% NEW $37.53 -33.1%
1359 KRYS KRYSTAL BIOTECH INC Healthcare 7,409.0 $1.8M 0.01% NEW $246.54 +19.9%
1360 CXT CRANE NXT CO Industrials 38,626.0 $1.8M 0.01% NEW $47.07 -16.4%
Page 68 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%