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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 8 of 57  ·  1,139 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 MAR MARRIOTT INTL INC NEW Consumer Cyclical 70,753.0 $26.2M 0.09% -6K -8.2% $370.59 -2.9%
142 UPS UNITED PARCEL SVCS INC Industrials 243,618.0 $26.2M 0.09% -8K -3.1% $107.50 -4.3%
143 GD GENERAL DYNAMICS CORP Industrials 73,621.0 $26.1M 0.09% -3K -4.4% $354.24 +10.8%
144 SHW SHERWIN WILLIAMS CO Basic Materials 75,551.0 $26.0M 0.09% -4K -5.6% $344.32 +2.7%
145 EMR EMERSON ELEC CO Industrials 181,677.0 $26.0M 0.09% -9K -4.7% $143.15 +10.1%
146 MRSH MARSH & MCLENNAN COS INC Financial Services 154,775.0 $25.8M 0.09% -14K -8.3% $166.67 +13.5%
147 CME CME GROUP INC Financial Services 116,536.0 $25.7M 0.09% -6K -5.1% $220.83 +20.9%
148 VLO VALERO ENERGY CORP Energy 97,600.0 $25.4M 0.09% -8K -7.3% $260.44 +33.0%
149 ORLY OREILLY AUTOMOTIVE INC Consumer Cyclical 272,415.0 $25.1M 0.09% -16K -5.5% $92.09 -1.0%
150 CEG CONSTELLATION ENERGY CORP Utilities 99,884.0 $24.8M 0.09% -7K -6.1% $248.37 +10.4%
151 NET CLOUDFLARE INC Technology 100,410.0 $24.6M 0.08% -8K -7.3% $245.28 +19.0%
152 ACN ACCENTURE PLC IRELAND Technology 197,738.0 $24.6M 0.08% -14K -6.8% $124.44 +47.2%
153 NEBIUS GROUP N.V. 88,900.0 $24.6M 0.08% -9K -9.0% $276.17
154 MPC MARATHON PETE CORP Energy 95,803.0 $24.5M 0.08% -7K -6.5% $255.67 +41.1%
155 TER TERADYNE INC Technology 50,622.0 $24.5M 0.08% -4K -6.7% $483.84 -21.5%
156 HOOD ROBINHOOD MKTS INC Financial Services 243,920.0 $24.5M 0.08% -14K -5.3% $100.28 -4.5%
157 TDG TRANSDIGM GROUP INC Industrials 18,297.0 $24.4M 0.08% -806.0 -4.2% $1332.04 -8.2%
158 HLT HILTON WORLDWIDE HLDGS INC Consumer Cyclical 73,744.0 $24.4M 0.08% -3K -4.1% $330.46 +1.3%
159 ITUB ITAU UNIBANCO HLDG S A Financial Services 2,976,742.0 $24.3M 0.08% -138K -4.4% $8.17 -9.8%
160 ITW ILLINOIS TOOL WKS INC Industrials 89,424.0 $24.2M 0.08% -6K -6.8% $270.47 +5.1%
Page 8 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%