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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 38 of 57  ·  1,139 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
741 MGY MAGNOLIA OIL & GAS CORP Energy 78,728.0 $2.0M 0.01% -4K -5.2% $25.58 +10.0%
742 NEU NEWMARKET CORP Basic Materials 2,531.0 $2.0M 0.01% -1K -31.7% $791.24 +18.5%
743 INDV INDIVIOR PHARMACEUTICALS INC Healthcare 48,691.0 $2.0M 0.01% -3K -5.4% $41.03 -10.1%
744 FUTU FUTU HLDGS LTD Financial Services 21,260.0 $2.0M 0.01% -5K -17.8% $93.74 +31.9%
745 LPX LOUISIANA PAC CORP Basic Materials 25,322.0 $2.0M 0.01% -1K -4.1% $78.66 -7.0%
746 AX AXOS FINANCIAL INC Financial Services 20,443.0 $2.0M 0.01% -3K -14.6% $97.39 -0.7%
747 RUSHA RUSH ENTERPRISES INC Consumer Cyclical 27,261.0 $2.0M 0.01% -3K -10.6% $72.98 +7.9%
748 LGND LIGAND PHARMACEUTICALS INC Healthcare 6,287.0 $2.0M 0.01% -439.0 -6.5% $316.09 -9.4%
749 CNO CNO FINL GROUP INC Financial Services 38,876.0 $2.0M 0.01% -14K -26.4% $50.98 +5.0%
750 GOOD GLADSTONE COMMERCIAL CORP Real Estate 160,994.0 $2.0M 0.01% -89K -35.5% $12.30 +5.0%
751 SXI STANDEX INTL CORP Industrials 5,531.0 $2.0M 0.01% -3K -37.1% $357.67 -13.2%
752 S SENTINELONE INC Technology 116,499.0 $2.0M 0.01% -49K -29.8% $16.97 +24.9%
753 TFX TELEFLEX INCORPORATED Healthcare 15,583.0 $2.0M 0.01% -5K -22.5% $126.76 +9.5%
754 CZR CAESARS ENTERTAINMENT INC NE Consumer Cyclical 65,257.0 $2.0M 0.01% -37K -36.5% $30.18 -1.4%
755 WFRD WEATHERFORD INTL PLC Energy 24,133.0 $2.0M 0.01% -4K -12.7% $81.50 +11.1%
756 PIPR PIPER SANDLER COMPANIES Financial Services 27,141.0 $2.0M 0.01% -351.0 -1.3% $72.34 +3.7%
757 RYTM RHYTHM PHARMACEUTICALS INC Healthcare 17,664.0 $2.0M 0.01% -2K -8.9% $111.03 -0.9%
758 GATX GATX CORP Industrials 11,054.0 $2.0M 0.01% -841.0 -7.1% $177.19 -0.1%
759 TPG TPG INC Financial Services 48,272.0 $2.0M 0.01% -2K -4.3% $40.55 +29.2%
760 ROAD CONSTRUCTION PARTNERS INC Industrials 16,445.0 $2.0M 0.01% -813.0 -4.7% $118.77 -5.6%
Page 38 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%