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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 40 of 57  ·  1,139 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
781 HOMB HOME BANCSHARES INC Financial Services 65,612.0 $1.9M 0.01% -15K -19.0% $28.55 +6.0%
782 BBSI BARRETT BUSINESS SVCS INC Industrials 52,693.0 $1.9M 0.01% -16K -23.7% $35.52 -5.5%
783 ACIW ACI WORLDWIDE INC Technology 37,214.0 $1.9M 0.01% -18K -32.6% $50.29 +3.1%
784 FFIN FIRST FINL BANKSHARES INC Financial Services 54,087.0 $1.9M 0.01% -14K -20.4% $34.60 -1.4%
785 PAGP PLAINS GP HLDGS L P Energy 76,732.0 $1.9M 0.01% -25K -24.7% $24.27 +10.6%
786 FLAGSTAR BANK NATIONAL ASSOC 124,525.0 $1.9M 0.01% -44K -26.0% $14.94
787 WSC WILLSCOT HLDGS CORP Industrials 64,459.0 $1.9M 0.01% -37K -36.6% $28.86 -23.3%
788 PTCT PTC THERAPEUTICS INC Healthcare 22,788.0 $1.9M 0.01% -2K -7.7% $81.57 -14.4%
789 MMSI MERIT MED SYS INC Healthcare 26,725.0 $1.9M 0.01% -755.0 -2.8% $69.34 +30.9%
790 SIRI SIRIUSXM HOLDINGS INC Communication Services 62,726.0 $1.9M 0.01% -44K -41.3% $29.54 -2.9%
791 CLF CLEVELAND-CLIFFS INC NEW Basic Materials 196,913.0 $1.8M 0.01% -22K -10.1% $9.39 +20.0%
792 TNL TRAVEL PLUS LEISURE CO Consumer Cyclical 24,150.0 $1.8M 0.01% -6K -19.0% $76.43 -6.2%
793 BFH BREAD FINANCIAL HOLDINGS INC Financial Services 17,016.0 $1.8M 0.01% -13K -43.2% $108.35 -2.3%
794 BCPC BALCHEM CORP Basic Materials 10,889.0 $1.8M 0.01% -3K -19.4% $168.95 +7.3%
795 UFPI UFP INDUSTRIES INC Basic Materials 20,261.0 $1.8M 0.01% -1K -6.0% $90.74 -2.1%
796 NE NOBLE CORP PLC Energy 49,128.0 $1.8M 0.01% -3K -5.1% $37.30 +24.0%
797 GALAXY DIGITAL INC. 66,930.0 $1.8M 0.01% -37K -35.6% $27.34
798 SYBT STOCK YDS BANCORP INC Financial Services 23,871.0 $1.8M 0.01% -9K -27.6% $76.47 +7.1%
799 DCOM DIME COML BANCSHARES INC Financial Services 44,844.0 $1.8M 0.01% -21K -32.2% $40.65 -0.5%
800 CVBF CVB FINL CORP Financial Services 80,769.0 $1.8M 0.01% -29K -26.3% $22.55 +0.1%
Page 40 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%