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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 37 of 57  ·  1,139 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
721 PGC PEAPACK-GLADSTONE FINL CORP Financial Services 43,627.0 $2.1M 0.01% -27K -38.4% $47.33 -3.7%
722 TREX TREX INC Industrials 41,260.0 $2.1M 0.01% -13K -23.8% $50.04 -6.4%
723 GNTX GENTEX CORP Consumer Cyclical 81,693.0 $2.1M 0.01% -12K -12.9% $25.27 -6.5%
724 RLI RLI CORP Financial Services 34,941.0 $2.1M 0.01% -2K -5.5% $59.07 +10.7%
725 TOWN TOWNEBANK PORTSMOUTH VA Financial Services 56,882.0 $2.1M 0.01% -10K -15.3% $36.24 +4.2%
726 LYFT LYFT INC Technology 140,976.0 $2.1M 0.01% -21K -12.9% $14.61 +19.6%
727 MTN VAIL RESORTS INC Consumer Cyclical 15,123.0 $2.1M 0.01% -575.0 -3.7% $136.15 +12.2%
728 PSMT PRICESMART INC Consumer Defensive 10,538.0 $2.1M 0.01% -4K -28.3% $195.34 -11.5%
729 PAYC PAYCOM SOFTWARE INC Technology 16,368.0 $2.1M 0.01% -2K -12.6% $125.68 +82.3%
730 KBH KB HOME Consumer Cyclical 32,845.0 $2.1M 0.01% -2K -5.3% $62.59 -11.5%
731 VVV VALVOLINE INC Energy 51,932.0 $2.1M 0.01% -6K -10.7% $39.54 -14.1%
732 MTRN MATERION CORP Basic Materials 6,881.0 $2.0M 0.01% -8K -53.8% $297.39 -22.0%
733 ENPH ENPHASE ENERGY INC Energy 41,546.0 $2.0M 0.01% -9K -18.2% $49.24 -21.6%
734 VFC V F CORP Consumer Cyclical 121,729.0 $2.0M 0.01% -798.0 -0.7% $16.68 -13.8%
735 MC MOELIS & CO Financial Services 30,994.0 $2.0M 0.01% -5K -13.6% $65.42 +4.4%
736 MHO M/I HOMES INC Consumer Cyclical 12,596.0 $2.0M 0.01% -3K -20.7% $160.79 -5.2%
737 PTGX PROTAGONIST THERAPEUTICS INC Healthcare 16,506.0 $2.0M 0.01% -586.0 -3.4% $122.58 +25.9%
738 CAKE CHEESECAKE FACTORY INC Consumer Cyclical 25,382.0 $2.0M 0.01% -11K -29.6% $79.54 +42.5%
739 CPK CHESAPEAKE UTILS CORP Utilities 16,463.0 $2.0M 0.01% -372.0 -2.2% $122.48 +9.5%
740 TAP MOLSON COORS BEVERAGE CO Consumer Defensive 51,694.0 $2.0M 0.01% -3K -6.3% $38.96 +10.2%
Page 37 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%