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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 47 of 57  ·  1,139 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
921 CXT CRANE NXT CO Industrials 28,799.0 $1.5M 0.01% -14K -32.6% $51.16 -1.9%
922 ICUI ICU MED INC Healthcare 10,043.0 $1.5M 0.01% -5K -33.1% $146.60 +24.7%
923 REZI RESIDEO TECHNOLOGIES INC Industrials 47,253.0 $1.5M 0.01% -15K -24.1% $31.10 -34.8%
924 VNT VONTIER CORPORATION Technology 50,641.0 $1.5M 0.01% -4K -7.7% $29.00 +13.7%
925 GPK GRAPHIC PACKAGING HLDG CO Consumer Cyclical 138,802.0 $1.5M 0.01% -36K -20.4% $10.57 +13.2%
926 BGC BGC GROUP INC Financial Services 137,136.0 $1.5M 0.01% -94K -40.8% $10.69 +10.9%
927 AWR AMER STATES WTR CO Utilities 17,711.0 $1.5M 0.01% -13K -42.1% $82.63 +7.3%
928 GSAT GLOBALSTAR INC Communication Services 17,988.0 $1.5M 0.01% -20K -52.8% $81.29 +1.3%
929 RELY REMITLY GLOBAL INC Technology 65,203.0 $1.5M 0.01% -66K -50.3% $22.41 +19.0%
930 BFAM BRIGHT HORIZONS FAM SOL IN D Consumer Cyclical 20,592.0 $1.5M 0.01% -11K -34.9% $70.88 +2.8%
931 FBP FIRST BANCORP CORPORATION Financial Services 55,986.0 $1.5M 0.01% -44K -43.8% $26.07 +9.4%
932 EEFT EURONET WORLDWIDE INC Technology 19,938.0 $1.5M 0.01% -12K -37.0% $73.19 -4.3%
933 EXPO EXPONENT INC Industrials 24,748.0 $1.5M 0.01% -7K -22.9% $58.76 +19.5%
934 RHI ROBERT HALF INC. Industrials 47,296.0 $1.5M 0.01% -37K -43.8% $30.70 +45.8%
935 PLMR PALOMAR HLDGS INC Financial Services 11,475.0 $1.5M 0.01% -7K -37.0% $126.39 +2.9%
936 GPGI GPGI INC Industrials 91,342.0 $1.4M 0.01% -9K -8.5% $15.85 -19.3%
937 LMND LEMONADE INC Financial Services 22,252.0 $1.4M 0.01% -14K -39.0% $65.05 -18.0%
938 AAP ADVANCE AUTO PARTS INC Consumer Cyclical 23,220.0 $1.4M 0.01% -17K -42.2% $62.22 -31.6%
939 PENN PENN ENTERTAINMENT INC Consumer Cyclical 67,463.0 $1.4M 0.01% -101K -60.0% $21.36 -12.7%
940 LAZ LAZARD INC Financial Services 34,326.0 $1.4M 0.01% -10K -22.0% $41.94 +5.3%
Page 47 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%