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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 7 of 74  ·  1,472 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 VRTX VERTEX PHARMACEUTICALS INC Healthcare 87,835.0 $39.8M 0.14% NEW $453.36 -0.7%
122 BX BLACKSTONE INC Financial Services 252,627.0 $38.9M 0.14% NEW $154.14 -23.5%
123 NEM NEWMONT CORP Basic Materials 385,586.0 $38.5M 0.14% NEW $99.85 +16.5%
124 BMY BRISTOL-MYERS SQUIBB CO Healthcare 708,522.0 $38.2M 0.14% NEW $53.94 +5.7%
125 CEG CONSTELLATION ENERGY CORP Utilities 107,226.0 $37.9M 0.14% NEW $353.27 -24.4%
126 PH PARKER-HANNIFIN CORP Industrials 42,994.0 $37.8M 0.14% NEW $878.96 +0.2%
127 CMCSA COMCAST CORP NEW Communication Services 1,245,488.0 $37.2M 0.14% NEW $29.89 -17.2%
128 QLTA ISHARES TR 750,000.0 $36.1M 0.13% NEW $48.09 -2.1%
129 AMT AMERICAN TOWER CORP NEW Real Estate 204,889.0 $36.0M 0.13% NEW $175.57 -2.8%
130 TMUS T-MOBILE US INC Communication Services 175,552.0 $35.6M 0.13% NEW $203.04 -7.3%
131 ADP AUTOMATIC DATA PROCESSING IN Industrials 137,465.0 $35.4M 0.13% NEW $257.23 -16.6%
132 MCK MCKESSON CORP Healthcare 42,421.0 $34.8M 0.13% NEW $820.29 -8.9%
133 NU NU HLDGS LTD Financial Services 2,069,304.0 $34.6M 0.12% NEW $16.74 -22.8%
134 LMT LOCKHEED MARTIN CORP Industrials 71,490.0 $34.6M 0.12% NEW $483.67 +7.6%
135 CVS CVS HEALTH CORP Healthcare 434,295.0 $34.5M 0.12% NEW $79.36 +22.4%
136 CME CME GROUP INC Financial Services 122,996.0 $33.6M 0.12% NEW $273.08 +9.4%
137 MO ALTRIA GROUP INC Consumer Defensive 574,932.0 $33.2M 0.12% NEW $57.66 +25.6%
138 SBUX STARBUCKS CORP Consumer Cyclical 389,905.0 $32.8M 0.12% NEW $84.21 +26.4%
139 SO SOUTHERN CO Utilities 375,655.0 $32.8M 0.12% NEW $87.20 +7.4%
140 MRSH MARSH & MCLENNAN COS INC Financial Services 169,850.0 $31.5M 0.11% NEW $185.52 -13.7%
Page 7 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%