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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 9 of 74  ·  1,472 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 HWM HOWMET AEROSPACE INC Industrials 129,719.0 $26.6M 0.10% NEW $205.02 +32.9%
162 ELV ELEVANCE HEALTH INC FORMERLY Healthcare 75,790.0 $26.6M 0.10% NEW $350.55 +13.2%
163 ORLY OREILLY AUTOMOTIVE INC Consumer Cyclical 288,312.0 $26.3M 0.10% NEW $91.21 -1.7%
164 NOC NORTHROP GRUMMAN CORP Industrials 46,058.0 $26.3M 0.10% NEW $570.21 -3.8%
165 HCA HCA HEALTHCARE INC Healthcare 56,217.0 $26.2M 0.10% NEW $466.86 -7.3%
166 PNC PNC FINL SVCS GROUP INC Financial Services 125,625.0 $26.2M 0.10% NEW $208.73 +2.3%
167 NKE NIKE INC Consumer Cyclical 410,787.0 $26.2M 0.10% NEW $63.71 -34.0%
168 SHW SHERWIN WILLIAMS CO Basic Materials 80,041.0 $25.9M 0.09% NEW $324.03 -4.6%
169 BBVA BANCO BILBAO VIZCAYA ARGENTA Financial Services 1,105,203.0 $25.8M 0.09% NEW $23.31 -6.1%
170 GD GENERAL DYNAMICS CORP Industrials 76,287.0 $25.7M 0.09% NEW $336.66 +1.2%
171 VICI VICI PPTYS INC Real Estate 913,172.0 $25.7M 0.09% NEW $28.12 -0.9%
172 FCX FREEPORT-MCMORAN INC Basic Materials 500,754.0 $25.4M 0.09% NEW $50.79 +30.2%
173 TDG TRANSDIGM GROUP INC Industrials 19,103.0 $25.4M 0.09% NEW $1329.85 -11.4%
174 EMR EMERSON ELEC CO Industrials 190,308.0 $25.3M 0.09% NEW $132.72 +3.9%
175 AON AON PLC Financial Services 71,293.0 $25.2M 0.09% NEW $352.88 -10.1%
176 MRVL MARVELL TECHNOLOGY INC Technology 295,505.0 $25.1M 0.09% NEW $84.98 +114.9%
177 CI THE CIGNA GROUP Healthcare 91,148.0 $25.1M 0.09% NEW $275.23 +3.6%
178 SLB SLB LIMITED Energy 651,170.0 $25.0M 0.09% NEW $38.38 +45.3%
179 UPS UNITED PARCEL SERVICE INC Industrials 251,482.0 $24.9M 0.09% NEW $99.19 -0.8%
180 WMB WILLIAMS COS INC Energy 413,701.0 $24.9M 0.09% NEW $60.11 +29.2%
Page 9 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%