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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 50 of 57  ·  1,139 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
981 FRPT FRESHPET INC Consumer Defensive 22,567.0 $1.3M 0.01% -8K -25.1% $59.12 +25.1%
982 PRVA PRIVIA HEALTH GROUP INC Healthcare 51,843.0 $1.3M 0.01% -51K -49.7% $25.73 -17.9%
983 SMG SCOTTS MIRACLE-GRO CO Basic Materials 19,547.0 $1.3M 0.01% -13K -39.3% $68.11 -10.4%
984 CRC CALIFORNIA RES CORP Energy 25,159.0 $1.3M 0.01% -13K -33.5% $52.87 +0.7%
985 IRTC IRHYTHM HOLDINGS INC Healthcare 11,120.0 $1.3M 0.01% -3K -21.4% $118.95 +8.0%
986 FFBC 1ST FINL BANCORP Financial Services 38,940.0 $1.3M 0.00% -41K -51.5% $33.83 -2.4%
987 ACI ALBERTSONS COMPANIES INC Consumer Defensive 97,358.0 $1.3M 0.00% -28K -22.4% $13.53 -8.5%
988 FOUR SHIFT4 PMTS INC Technology 26,897.0 $1.3M 0.00% -12K -30.1% $48.64 -1.5%
989 ZETA ZETA GLOBAL HOLDINGS CORP Technology 66,464.0 $1.3M 0.00% -77K -53.7% $19.68 +47.7%
990 HLIO HELIOS TECHNOLOGIES INC Industrials 14,648.0 $1.3M 0.00% -16K -52.0% $89.25 -14.6%
991 HAE HAEMONETICS CORP MASS Healthcare 17,422.0 $1.3M 0.00% -20K -53.0% $75.00 +45.1%
992 TPC TUTOR PERINI CORP Industrials 15,718.0 $1.3M 0.00% -11K -40.7% $82.97 +10.0%
993 HLMN HILLMAN SOLUTIONS CORP Industrials 154,485.0 $1.3M 0.00% -103K -39.9% $8.44 -0.9%
994 HLNE HAMILTON LANE INC Financial Services 16,460.0 $1.3M 0.00% -3K -17.3% $78.83 +33.6%
995 PATK PATRICK INDS INC Consumer Cyclical 14,451.0 $1.3M 0.00% -2K -12.7% $89.78 -7.1%
996 VAL VALARIS LTD Energy 17,861.0 $1.3M 0.00% -7K -28.9% $72.60 +20.9%
997 WKC WORLD KINECT CORPORATION Energy 39,187.0 $1.3M 0.00% -45K -53.7% $32.94 +9.1%
998 DV DOUBLEVERIFY HLDGS INC Technology 118,896.0 $1.3M 0.00% -116K -49.3% $10.84 +22.8%
999 CCC CCC INTELLIGENT SOLUTIONS HL Technology 249,116.0 $1.3M 0.00% -189K -43.2% $5.16 +44.6%
1000 PVH PVH CORPORATION Consumer Cyclical 17,286.0 $1.3M 0.00% -15K -46.5% $74.26 +5.7%
Page 50 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%