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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 9 of 57  ·  1,139 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 AEP AMERICAN ELEC PWR CO INC Utilities 173,583.0 $23.7M 0.08% -11K -6.1% $136.81 -7.1%
162 MDLZ MONDELEZ INTL INC Consumer Defensive 410,576.0 $23.7M 0.08% -33K -7.3% $57.84 +10.9%
163 CI THE CIGNA GROUP Healthcare 86,025.0 $23.7M 0.08% -5K -5.6% $275.68 +0.3%
164 INTU INTUIT Technology 89,845.0 $23.4M 0.08% -5K -5.4% $261.00 +38.4%
165 CRH PLC 215,254.0 $23.0M 0.08% -15K -6.5% $107.00
166 URI UNITED RENTALS INC Industrials 20,315.0 $23.0M 0.08% -1K -6.1% $1132.89 -1.7%
167 ECL ECOLAB INC Basic Materials 82,557.0 $23.0M 0.08% -3K -3.9% $278.61 +2.0%
168 NXPI NXP SEMICONDUCTORS N V Technology 81,706.0 $23.0M 0.08% -3K -4.0% $281.03 -19.5%
169 NSC NORFOLK SOUTHN CORP Industrials 71,910.0 $22.6M 0.08% -4K -5.4% $314.59 +11.3%
170 FIX COMFORT SYS USA INC Industrials 11,365.0 $22.5M 0.08% -735.0 -6.1% $1981.95 -14.2%
171 EOG EOG RES INC Energy 173,244.0 $22.5M 0.08% -8K -4.6% $129.73 +17.7%
172 CL COLGATE PALMOLIVE CO Consumer Defensive 244,801.0 $22.4M 0.08% -17K -6.5% $91.68 -2.0%
173 CIEN CIENA CORP Technology 45,720.0 $22.4M 0.08% -3K -5.8% $490.56 -18.5%
174 ICE INTERCONTINENTAL EXCHANGE IN Financial Services 181,907.0 $22.4M 0.08% -12K -6.4% $123.11 +28.6%
175 GM GENERAL MTRS CO Consumer Cyclical 290,532.0 $22.4M 0.08% -28K -8.7% $77.08 +9.9%
176 TRV TRAVELERS COMPANIES INC Financial Services 67,810.0 $22.4M 0.08% -8K -10.7% $330.12 +10.7%
177 FDX FEDEX CORP Industrials 71,432.0 $22.4M 0.08% -5K -6.4% $313.13 +5.8%
178 MSI MOTOROLA SOLUTIONS INC Technology 53,741.0 $22.3M 0.08% -3K -4.5% $415.29 +16.8%
179 DASH DOORDASH INC Communication Services 120,452.0 $22.2M 0.08% -11K -8.7% $184.53 +19.2%
180 MNST MONSTER BEVERAGE CORP NEW Consumer Defensive 230,646.0 $22.2M 0.08% -24K -9.5% $96.12 -50.6%
Page 9 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%