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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 20 of 57  ·  1,139 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
381 OMC OMNICOM GROUP INC Communication Services 91,132.0 $6.6M 0.02% -12K -11.9% $72.83 +20.2%
382 VRSN VERISIGN INC Technology 26,343.0 $6.6M 0.02% -2K -6.6% $251.56 +12.0%
383 STE STERIS PLC Healthcare 31,410.0 $6.6M 0.02% -852.0 -2.6% $210.57 +13.0%
384 PKG PACKAGING CORP AMER Consumer Cyclical 27,622.0 $6.6M 0.02% -984.0 -3.4% $238.28 +6.1%
385 HPQ HP INC Technology 299,698.0 $6.6M 0.02% -7K -2.4% $21.94 +35.4%
386 FN FABRINET Technology 11,687.0 $6.6M 0.02% -566.0 -4.6% $562.08 -22.3%
387 BURL BURLINGTON STORES INC Consumer Cyclical 20,683.0 $6.6M 0.02% -487.0 -2.3% $316.80 +3.1%
388 ULTA ULTA BEAUTY INC Consumer Cyclical 14,481.0 $6.5M 0.02% -1K -6.8% $450.98 +15.6%
389 UMH UMH PPTYS INC Real Estate 429,904.0 $6.5M 0.02% -29K -6.3% $15.14 +9.0%
390 FIS FIDELITY NATL INFORMATION SV Technology 165,810.0 $6.4M 0.02% -10K -5.7% $38.88 +6.3%
391 KHC KRAFT HEINZ CO Consumer Defensive 272,465.0 $6.4M 0.02% -13K -4.7% $23.62 +8.3%
392 EFX EQUIFAX INC Industrials 40,535.0 $6.4M 0.02% -2K -3.6% $158.72 +21.4%
393 EL LAUDER ESTEE COS INC Consumer Defensive 81,042.0 $6.4M 0.02% -5K -5.3% $78.95 +29.1%
394 LIBERTY MEDIA CORP DEL 67,070.0 $6.4M 0.02% -5K -6.6% $95.14
395 DOW DOW HLDGS INC Basic Materials 231,915.0 $6.3M 0.02% -15K -5.9% $27.36 +18.2%
396 RS RELIANCE INC Basic Materials 16,721.0 $6.2M 0.02% -735.0 -4.2% $373.60 +3.8%
397 INCY INCYTE CORP Healthcare 54,697.0 $6.2M 0.02% -2K -4.1% $113.36 +12.7%
398 STZ CONSTELLATION BRANDS INC Consumer Defensive 44,504.0 $6.2M 0.02% -6K -11.2% $139.09 -2.5%
399 BRO BROWN & BROWN INC Financial Services 96,282.0 $6.2M 0.02% -1K -1.4% $64.15 +13.7%
400 IP INTERNATIONAL PAPER CO Consumer Cyclical 161,996.0 $6.2M 0.02% -10K -5.9% $38.10 +8.9%
Page 20 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%