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Portfolio (Quarterly) Guide ↗

State of New Jersey Common Pension Fund D

· CIK 0001483066
13F Portfolio $29.3B AUM 1,718 positions Filed Aug 4, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 198 New 99 Added 1139 Reduced 29 Exited
Page 7 of 10  ·  198 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 PENG PENGUIN SOLUTIONS INC Technology 14,768.0 $1.1M 0.00% NEW $76.01 -26.3%
122 CHH CHOICE HOTELS INTL INC Consumer Cyclical 10,121.0 $1.1M 0.00% NEW $110.27 -0.0%
123 ESRT EMPIRE ST RLTY TR INC Real Estate 206,257.0 $1.1M 0.00% NEW $5.41 -10.5%
124 CTRI CENTURI HOLDINGS INC Utilities 36,747.0 $1.1M 0.00% NEW $30.24 -24.0%
125 ATRO ASTRONICS CORP Industrials 13,630.0 $1.1M 0.00% NEW $81.26 +3.5%
126 LASR NLIGHT INC Technology 15,865.0 $1.1M 0.00% NEW $69.62 -29.8%
127 PLUS EPLUS INC Technology 13,238.0 $1.1M 0.00% NEW $83.23 +3.7%
128 VCTR VICTORY CAP HLDGS INC DEL Financial Services 13,102.0 $1.1M 0.00% NEW $84.06 +39.6%
129 DXC DXC TECHNOLOGY CO Technology 124,423.0 $1.1M 0.00% NEW $8.85 +21.9%
130 COHU COHU INC Technology 14,813.0 $1.1M 0.00% NEW $73.91 -22.2%
131 OMCL OMNICELL COM Healthcare 26,098.0 $1.1M 0.00% NEW $41.52 -11.9%
132 FRHC FREEDOM HOLDING CORP Financial Services 8,250.0 $1.1M 0.00% NEW $130.47 +21.5%
133 WU WESTERN UN CO Financial Services 139,505.0 $1.1M 0.00% NEW $7.70 -5.2%
134 FLNC FLUENCE ENERGY INC Utilities 53,958.0 $1.1M 0.00% NEW $19.88 -40.7%
135 DRS LEONARDO DRS INC Industrials 25,129.0 $1.1M 0.00% NEW $42.67 +2.1%
136 XPRO EXPRO GROUP HOLDINGS NV Energy 72,385.0 $1.1M 0.00% NEW $14.77 +27.7%
137 INSW INTERNATIONAL SEAWAYS INC Energy 13,913.0 $1.1M 0.00% NEW $76.59 +30.1%
138 UNFI UNITED NAT FOODS INC Consumer Defensive 23,088.0 $1.1M 0.00% NEW $45.67 +4.2%
139 RNG RINGCENTRAL INC Technology 27,049.0 $1.1M 0.00% NEW $38.98 +69.1%
140 SHLS SHOALS TECHNOLOGIES GROUP IN Energy 106,369.0 $1.1M 0.00% NEW $9.90 -22.4%
Page 7 of 10  ·  198 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 35.2%
Financial Services 11.3%
Consumer Cyclical 9.5%
Healthcare 9.2%
Industrials 9.0%
Communication Services 9.0%
Real Estate 4.9%
Consumer Defensive 4.4%
Energy 3.2%
Utilities 2.5%