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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 15 of 57  ·  1,139 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 ROP ROPER TECHNOLOGIES INC Industrials 32,917.0 $11.1M 0.04% -2K -5.0% $338.39 +21.7%
282 MLM MARTIN MARIETTA MATLS INC Basic Materials 19,254.0 $11.1M 0.04% -1K -5.2% $576.70 -7.2%
283 Q QNITY ELECTRONICS INC Technology 67,721.0 $11.1M 0.04% -4K -5.0% $163.31 -21.1%
284 ACGL ARCH CAP GROUP LTD Financial Services 112,251.0 $10.9M 0.04% -5K -4.6% $97.06 +2.4%
285 INGERSOLL RAND INC 130,419.0 $10.7M 0.04% -753.0 -0.6% $81.99
286 IQVIA HLDGS INC 54,933.0 $10.6M 0.04% -3K -4.8% $193.22
287 CCI CROWN CASTLE INC Real Estate 139,354.0 $10.6M 0.04% -9K -6.2% $75.73 -0.3%
288 RBLX ROBLOX CORP Technology 191,977.0 $10.4M 0.04% -9K -4.5% $54.38 -29.4%
289 AER AERCAP HOLDINGS NV Industrials 71,559.0 $10.4M 0.04% -5K -6.7% $145.78 +0.3%
290 BIIB BIOGEN INC Healthcare 47,453.0 $10.3M 0.04% -3K -5.3% $216.06 +0.3%
291 CNC CENTENE CORP DEL Healthcare 159,610.0 $10.2M 0.04% -7K -4.5% $64.19 +1.3%
292 STLD STEEL DYNAMICS INC Basic Materials 44,528.0 $10.2M 0.04% -3K -6.5% $229.46 -0.3%
293 EQT EQT CORP Energy 191,286.0 $10.2M 0.04% -21K -9.9% $53.17 +1.0%
294 COIN COINBASE GLOBAL INC Financial Services 69,071.0 $10.1M 0.03% -6K -7.4% $146.19 +27.6%
295 NTRS NORTHERN TR CORP Financial Services 57,116.0 $9.9M 0.03% -6K -10.2% $173.84 +5.8%
296 NTAP NETAPP INC Technology 63,979.0 $9.9M 0.03% -1K -1.7% $154.76 +24.2%
297 KR KROGER CO Consumer Defensive 176,324.0 $9.8M 0.03% -30K -14.4% $55.53 +4.3%
298 TDY TELEDYNE TECHNOLOGIES INC Technology 14,660.0 $9.8M 0.03% -763.0 -5.0% $666.90 -4.6%
299 ZTS ZOETIS INC Healthcare 135,971.0 $9.8M 0.03% -15K -9.7% $71.86 +8.2%
300 EXPE EXPEDIA GROUP INC Consumer Cyclical 38,126.0 $9.8M 0.03% -2K -3.9% $255.88 +25.7%
Page 15 of 57  ·  1,139 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 36.1%
Financial Services 11.4%
Consumer Cyclical 9.7%
Healthcare 9.4%
Industrials 9.2%
Communication Services 6.9%
Real Estate 5.0%
Consumer Defensive 4.5%
Energy 3.3%
Utilities 2.6%