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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 10 of 86  ·  1,718 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 CEG CONSTELLATION ENERGY CORP Utilities 99,884.0 $24.8M 0.09% -7K -6.1% $248.37 +7.4%
182 NET CLOUDFLARE INC Technology 100,410.0 $24.6M 0.08% -8K -7.3% $245.28 +22.9%
183 ACN ACCENTURE PLC IRELAND Technology 197,738.0 $24.6M 0.08% -14K -6.8% $124.44 +39.0%
184 NEBIUS GROUP N.V. 88,900.0 $24.6M 0.08% -9K -9.0% $276.17
185 MPC MARATHON PETE CORP Energy 95,803.0 $24.5M 0.08% -7K -6.5% $255.67 +43.2%
186 TER TERADYNE INC Technology 50,622.0 $24.5M 0.08% -4K -6.7% $483.84 -16.4%
187 HOOD ROBINHOOD MKTS INC Financial Services 243,920.0 $24.5M 0.08% -14K -5.3% $100.28 -8.7%
188 TDG TRANSDIGM GROUP INC Industrials 18,297.0 $24.4M 0.08% -806.0 -4.2% $1332.04 -7.4%
189 HLT HILTON WORLDWIDE HLDGS INC Consumer Cyclical 73,744.0 $24.4M 0.08% -3K -4.1% $330.46 -0.8%
190 ITUB ITAU UNIBANCO HLDG S A Financial Services 2,976,742.0 $24.3M 0.08% -138K -4.4% $8.17 -11.0%
191 VICI VICI PPTYS INC Real Estate 913,172.0 $24.2M 0.08% $26.55 -2.4%
192 ITW ILLINOIS TOOL WKS INC Industrials 89,424.0 $24.2M 0.08% -6K -6.8% $270.47 +5.2%
193 AEP AMERICAN ELEC PWR CO INC Utilities 173,583.0 $23.7M 0.08% -11K -6.1% $136.81 -7.6%
194 MDLZ MONDELEZ INTL INC Consumer Defensive 410,576.0 $23.7M 0.08% -33K -7.3% $57.84 +8.3%
195 CI THE CIGNA GROUP Healthcare 86,025.0 $23.7M 0.08% -5K -5.6% $275.68 +1.0%
196 COHR COHERENT CORP Technology 59,545.0 $23.5M 0.08% +6K +10.7% $394.47 -22.3%
197 INTU INTUIT Technology 89,845.0 $23.4M 0.08% -5K -5.4% $261.00 +34.3%
198 CRH PLC 215,254.0 $23.0M 0.08% -15K -6.5% $107.00
199 URI UNITED RENTALS INC Industrials 20,315.0 $23.0M 0.08% -1K -6.1% $1132.89 -1.5%
200 ECL ECOLAB INC Basic Materials 82,557.0 $23.0M 0.08% -3K -3.9% $278.61 +0.5%
Page 10 of 86  ·  1,718 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%