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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 4 of 57  ·  1,139 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 ADI ANALOG DEVICES INC Technology 157,857.0 $62.7M 0.21% -9K -5.6% $397.17 -6.0%
62 MCD MCDONALDS CORP Consumer Cyclical 229,962.0 $62.2M 0.21% -14K -5.8% $270.31 -1.1%
63 CRWD CROWDSTRIKE HLDGS INC Technology 80,004.0 $61.1M 0.21% -6K -6.7% $190.78 +5.7%
64 TMO THERMO FISHER SCIENTIFIC INC Healthcare 120,401.0 $60.4M 0.21% -9K -6.8% $501.36 +22.4%
65 PEP PEPSICO INC Consumer Defensive 444,006.0 $60.1M 0.20% -27K -5.7% $135.40 +5.3%
66 NEE NEXTERA ENERGY INC Utilities 677,001.0 $59.4M 0.20% -31K -4.4% $87.77 -2.1%
67 ANET ARISTA NETWORKS INC Technology 345,347.0 $58.7M 0.20% -22K -6.1% $169.88 +9.8%
68 AXP AMERICAN EXPRESS CO Financial Services 171,886.0 $58.1M 0.20% -18K -9.6% $338.25 +0.5%
69 VZ VERIZON COMMUNICATIONS INC Communication Services 1,353,700.0 $57.3M 0.20% -81K -5.7% $42.34 +16.6%
70 SPG SIMON PPTY GROUP INC NEW Real Estate 252,860.0 $56.6M 0.19% -4K -1.4% $223.65 -0.2%
71 DIS DISNEY WALT CO Communication Services 573,872.0 $55.2M 0.19% -37K -6.1% $96.25 +11.1%
72 TJX TJX COS INC NEW Consumer Cyclical 358,786.0 $54.4M 0.19% -19K -5.1% $151.50 -4.6%
73 ETN EATON CORP PLC Industrials 125,773.0 $53.6M 0.18% -8K -6.3% $426.12 -0.3%
74 BA BOEING CO Industrials 241,778.0 $52.3M 0.18% -27K -10.2% $216.47 +2.6%
75 UNP UNION PAC CORP Industrials 192,382.0 $52.3M 0.18% -11K -5.5% $272.00 +11.0%
76 ABT ABBOTT LABORATORIES Healthcare 562,120.0 $51.0M 0.17% -34K -5.7% $90.74 +26.1%
77 GILD GILEAD SCIENCES INC Healthcare 401,339.0 $50.7M 0.17% -23K -5.3% $126.34 +16.8%
78 DLR DIGITAL RLTY TR INC Real Estate 282,164.0 $50.7M 0.17% -5K -1.6% $179.58 +7.1%
79 MELI MERCADOLIBRE INC Consumer Cyclical 29,422.0 $49.9M 0.17% -723.0 -2.4% $1697.39 +12.4%
80 DE DEERE & CO Industrials 78,400.0 $49.7M 0.17% -10K -11.5% $634.33 -8.5%
Page 4 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 35.2%
Financial Services 11.3%
Consumer Cyclical 9.5%
Healthcare 9.2%
Industrials 9.0%
Communication Services 9.0%
Real Estate 4.9%
Consumer Defensive 4.4%
Energy 3.2%
Utilities 2.5%