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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 39 of 57  ·  1,139 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
761 WSBC WESBANCO INC Financial Services 50,016.0 $2.0M 0.01% -12K -19.0% $39.03 +4.7%
762 VRNS VARONIS SYS INC Technology 46,245.0 $1.9M 0.01% -41K -47.2% $41.96 -1.7%
763 LTH LIFE TIME GROUP HOLDINGS INC Consumer Cyclical 47,349.0 $1.9M 0.01% -31K -39.3% $40.84 +10.5%
764 INSTALLED BLDG PRODS INC 8,384.0 $1.9M 0.01% -107.0 -1.3% $229.84
765 BIO BIO RAD LABS INC Healthcare 6,562.0 $1.9M 0.01% -2K -20.7% $293.61 +29.4%
766 HAYW HAYWARD HLDGS INC Industrials 111,055.0 $1.9M 0.01% -26K -19.2% $17.31 -15.8%
767 CNOB CONNECTONE BANCORP INC Financial Services 57,450.0 $1.9M 0.01% -25K -30.1% $33.44 -3.5%
768 FTDR FRONTDOOR INC Consumer Cyclical 24,738.0 $1.9M 0.01% -16K -38.8% $77.59 +6.4%
769 YORW YORK WTR CO Utilities 62,619.0 $1.9M 0.01% -19K -23.7% $30.65 +11.0%
770 QLYS QUALYS INC Technology 13,900.0 $1.9M 0.01% -8K -36.2% $137.49 +32.4%
771 RYN RAYONIER INC Real Estate 89,685.0 $1.9M 0.01% -24K -21.2% $21.28 -0.4%
772 SAIC SCIENCE APPLICATIONS INTL CO Technology 17,214.0 $1.9M 0.01% -7K -30.3% $110.41 +16.0%
773 CHDN CHURCHILL DOWNS INC Consumer Cyclical 21,194.0 $1.9M 0.01% -3K -13.1% $89.64 +4.5%
774 BROWN FORMAN CORP 71,145.0 $1.9M 0.01% -7K -8.7% $26.65
775 WTM WHITE MTNS INS GROUP LTD Financial Services 914.0 $1.9M 0.01% -221.0 -19.5% $2073.39 +1.8%
776 FCBC FIRST CMNTY BANKSHARES INC V Financial Services 42,631.0 $1.9M 0.01% -35K -44.8% $44.42 +10.7%
777 MSM MSC INDL DIRECT INC Industrials 15,910.0 $1.9M 0.01% -8K -33.6% $118.95 +0.7%
778 KFY KORN FERRY Industrials 28,418.0 $1.9M 0.01% -7K -20.6% $66.58 +27.8%
779 TWST TWIST BIOSCIENCE CORP Healthcare 18,338.0 $1.9M 0.01% -2K -11.1% $102.88 +41.5%
780 TENB TENABLE HLDGS INC Technology 50,988.0 $1.9M 0.01% -52K -50.5% $36.88 -6.8%
Page 39 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%