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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 32 of 57  ·  1,139 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
621 GKOS GLAUKOS CORP Healthcare 18,458.0 $2.6M 0.01% -2K -10.9% $139.76 +32.3%
622 HXL HEXCEL CORP NEW Industrials 25,763.0 $2.6M 0.01% -4K -12.3% $100.06 -6.2%
623 KMX CARMAX INC Consumer Cyclical 48,713.0 $2.6M 0.01% -3K -5.0% $52.89 +17.5%
624 AXTA AXALTA COATING SYS LTD Basic Materials 74,835.0 $2.6M 0.01% -2K -2.9% $34.22 +5.8%
625 SKT TANGER INC Real Estate 64,483.0 $2.5M 0.01% -30K -31.6% $39.47 -3.2%
626 VLYPN VALLEY NATL BANCORP 172,460.0 $2.5M 0.01% -2K -1.0% $14.65
627 EIG EMPLOYERS HLDGS INC Financial Services 49,995.0 $2.5M 0.01% -5K -8.4% $50.48 -4.6%
628 LSTR LANDSTAR SYS INC Industrials 12,172.0 $2.5M 0.01% -5K -28.6% $206.81 -9.8%
629 QRVO QORVO INC Technology 26,978.0 $2.5M 0.01% -2K -8.0% $93.27 +2.5%
630 GTES GATES INDL CORP PLC Industrials 89,738.0 $2.5M 0.01% -5K -5.2% $27.97 -7.4%
631 AROC ARCHROCK INC Energy 61,231.0 $2.5M 0.01% -7K -10.5% $40.71 -21.9%
632 TTD THE TRADE DESK INC Technology 137,716.0 $2.5M 0.01% -18K -11.3% $18.08 -27.1%
633 PRAXIS PRECISION MEDICINES I 7,429.0 $2.5M 0.01% -629.0 -7.8% $334.79
634 KRC KILROY REALTY CORP Real Estate 66,309.0 $2.5M 0.01% -21K -24.2% $37.47 -2.4%
635 BAH BOOZ ALLEN HAMILTON HLDG COR Industrials 40,936.0 $2.5M 0.01% -1K -2.5% $60.67 +27.0%
636 KRYS KRYSTAL BIOTECH INC Healthcare 6,662.0 $2.5M 0.01% -771.0 -10.4% $371.67 -6.8%
637 CART MAPLEBEAR INC Consumer Cyclical 52,141.0 $2.5M 0.01% -11K -17.5% $47.35 +5.2%
638 ULS UL SOLUTIONS INC Industrials 24,196.0 $2.5M 0.01% -3K -11.1% $101.86 -26.3%
639 RGEN REPLIGEN CORP Healthcare 18,023.0 $2.5M 0.01% -1K -5.7% $136.44 +32.8%
640 EAT BRINKER INTL INC Consumer Cyclical 14,634.0 $2.5M 0.01% -756.0 -4.9% $168.00 +46.5%
Page 32 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%