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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 53 of 57  ·  1,139 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1041 KMPR KEMPER CORP Financial Services 41,564.0 $1.1M 0.00% -27K -39.8% $26.96 -0.9%
1042 CPRX CATALYST PHARMACEUTICALS INC Healthcare 35,539.0 $1.1M 0.00% -4K -10.6% $31.43 +0.2%
1043 CRNX CRINETICS PHARMACEUTICALS IN Healthcare 29,624.0 $1.1M 0.00% -952.0 -3.1% $37.42 +126.3%
1044 NATL NCR ATLEOS CORPORATION Technology 25,485.0 $1.1M 0.00% -28K -52.1% $43.41 +6.1%
1045 KMT KENNAMETAL INC Industrials 31,176.0 $1.1M 0.00% -27K -46.5% $35.05 -12.8%
1046 LEU CENTRUS ENERGY CORP Energy 6,495.0 $1.1M 0.00% -4K -39.7% $167.87 +9.4%
1047 ACHR ARCHER AVIATION INC Industrials 229,522.0 $1.1M 0.00% -82K -26.2% $4.73 +36.4%
1048 TMDX TRANSMEDICS GROUP INC Healthcare 16,334.0 $1.1M 0.00% -590.0 -3.5% $66.42 +41.5%
1049 KD KYNDRYL HLDGS INC Technology 95,670.0 $1.1M 0.00% -80K -45.6% $11.31 +9.5%
1050 CENX CENTURY ALUM CO Basic Materials 23,501.0 $1.1M 0.00% -19K -45.1% $46.01 -5.3%
1051 RUN SUNRUN INC Energy 78,839.0 $1.1M 0.00% -33K -29.8% $13.38 -26.8%
1052 VC VISTEON CORP Consumer Cyclical 10,595.0 $1.1M 0.00% -13K -55.8% $99.21 +6.7%
1053 SHAK SHAKE SHACK INC Consumer Cyclical 18,617.0 $1.0M 0.00% -6K -22.9% $56.02 +30.8%
1054 ATKR ATKORE INC Industrials 13,708.0 $1.0M 0.00% -20K -59.3% $76.04 +22.9%
1055 KRMN KARMAN HLDGS INC Industrials 20,837.0 $1.0M 0.00% -5K -18.0% $49.92 +16.6%
1056 MORN MORNINGSTAR INC Financial Services 6,624.0 $1.0M 0.00% -7K -52.3% $156.02 +36.9%
1057 NOG NORTHERN OIL & GAS INC Energy 56,671.0 $1.0M 0.00% -24K -29.8% $18.15 +43.6%
1058 BTU PEABODY ENGR CORP Energy 44,437.0 $1.0M 0.00% -22K -32.9% $23.12 +16.1%
1059 AHRT AH RLTY TR INC Financial Services 145,000.0 $1.0M 0.00% -319K -68.8% $7.08 -5.1%
1060 FMC FMC CORP Basic Materials 88,668.0 $1.0M 0.00% -63K -41.4% $11.50 -6.0%
Page 53 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%