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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 49 of 57  ·  1,139 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
961 UNF UNIFIRST CORP MASS Industrials 5,234.0 $1.4M 0.01% -4K -45.2% $264.46 +9.1%
962 NMIH NMI HLDGS INC Financial Services 33,685.0 $1.4M 0.01% -24K -41.9% $41.09 +10.5%
963 LRN STRIDE INC Consumer Defensive 16,019.0 $1.4M 0.01% -11K -40.9% $86.24 -2.5%
964 ADT ADT INC DEL Industrials 212,494.0 $1.4M 0.01% -73K -25.4% $6.50 +13.4%
965 APAM ARTISAN PARTNERS ASSET MGMT Financial Services 39,930.0 $1.4M 0.01% -14K -25.7% $34.53 +21.8%
966 TTAN SERVICETITAN INC Technology 19,499.0 $1.4M 0.01% -14K -41.9% $70.71 +30.9%
967 CNR CORE NATURAL RESOURCES INC Energy 17,201.0 $1.4M 0.01% -8K -31.2% $80.02 +17.2%
968 BKD BROOKDALE SR LIVING INC Healthcare 85,379.0 $1.4M 0.01% -65K -43.2% $16.09 -26.6%
969 LOPE GRAND CANYON ED INC Consumer Defensive 9,597.0 $1.4M 0.01% -5K -34.0% $143.11 +2.2%
970 APPF APPFOLIO INC Technology 8,549.0 $1.4M 0.01% -4K -33.0% $160.35 +36.5%
971 MGEE MGE ENERGY INC Utilities 16,807.0 $1.4M 0.01% -11K -40.1% $81.54 -1.3%
972 PII POLARIS INC Consumer Cyclical 19,903.0 $1.4M 0.01% -14K -42.1% $68.44 -5.9%
973 GPI GROUP 1 AUTOMOTIVE INC Consumer Cyclical 4,662.0 $1.4M 0.01% -2K -31.2% $291.17 -9.4%
974 DLB DOLBY LABORATORIES INC Technology 25,774.0 $1.4M 0.01% -9K -26.4% $52.58 +22.1%
975 SWX SOUTHWEST GAS HLDGS INC Utilities 15,265.0 $1.4M 0.01% -11K -40.8% $88.68 +3.0%
976 ASO ACADEMY SPORTS & OUTDOORS IN Consumer Cyclical 28,560.0 $1.3M 0.01% -10K -25.0% $47.13 -3.1%
977 CON CONCENTRA GROUP HOLDINGS PAR Healthcare 45,081.0 $1.3M 0.01% -49K -52.2% $29.75 +17.0%
978 PI IMPINJ INC Technology 9,356.0 $1.3M 0.01% -9K -48.7% $143.23 +11.5%
979 NIC NICOLET BANKSHARES INC Financial Services 8,095.0 $1.3M 0.01% -6K -42.9% $165.39 +3.8%
980 EVTC EVERTEC INC Technology 48,176.0 $1.3M 0.01% -35K -42.0% $27.78 +7.0%
Page 49 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%