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Portfolio (Quarterly) Guide ↗

State of New Jersey Common Pension Fund D

· CIK 0001483066
13F Portfolio $27.7B AUM Filed Jan 30, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 1472 New
Page 12 of 74  ·  1,472 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 AZO AUTOZONE INC Consumer Cyclical 5,660.0 $19.2M 0.07% NEW $3391.50 -2.6%
222 CVNA CARVANA CO Consumer Cyclical 45,048.0 $19.0M 0.07% NEW $422.02 -84.2%
223 APD AIR PRODS & CHEMS INC Basic Materials 76,855.0 $19.0M 0.07% NEW $247.02 +18.7%
224 VST VISTRA CORP Utilities 115,945.0 $18.7M 0.07% NEW $161.33 -15.5%
225 IDXX IDEXX LABS INC Healthcare 27,643.0 $18.7M 0.07% NEW $676.53 -21.1%
226 ALL ALLSTATE CORP Financial Services 89,808.0 $18.7M 0.07% NEW $208.15 +4.6%
227 BDX BECTON DICKINSON & CO Healthcare 96,161.0 $18.7M 0.07% NEW $194.07 -26.1%
228 AFL AFLAC INC Financial Services 167,924.0 $18.5M 0.07% NEW $110.27 +6.5%
229 NXPI NXP SEMICONDUCTORS N V Technology 85,066.0 $18.5M 0.07% NEW $217.06 +36.6%
230 PYPL PAYPAL HLDGS INC Financial Services 314,735.0 $18.4M 0.07% NEW $58.38 -23.6%
231 KMI KINDER MORGAN INC DEL Energy 668,379.0 $18.4M 0.07% NEW $27.49 +21.5%
232 LHX L3HARRIS TECHNOLOGIES INC Industrials 62,493.0 $18.3M 0.07% NEW $293.57 +3.8%
233 FMX FOMENTO ECONOMICO MEXICANO S Consumer Defensive 181,075.0 $18.3M 0.07% NEW $101.07 +20.8%
234 ALNY ALNYLAM PHARMACEUTICALS INC Healthcare 44,976.0 $17.9M 0.07% NEW $397.65 -27.8%
235 URI UNITED RENTALS INC Industrials 21,804.0 $17.6M 0.06% NEW $809.32 +18.6%
236 PSX PHILLIPS 66 Energy 136,511.0 $17.6M 0.06% NEW $129.04 +34.1%
237 F FORD MTR CO Consumer Cyclical 1,331,152.0 $17.5M 0.06% NEW $13.12 +2.0%
238 FORTINET INC 219,216.0 $17.4M 0.06% NEW $79.41
239 D DOMINION ENERGY INC Utilities 294,250.0 $17.2M 0.06% NEW $58.59 +16.3%
240 VLO VALERO ENERGY CORP Energy 105,721.0 $17.2M 0.06% NEW $162.79 +52.5%
Page 12 of 74  ·  1,472 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 32.6%
Financial Services 12.7%
Consumer Cyclical 10.6%
Communication Services 10.0%
Healthcare 9.5%
Industrials 8.4%
Real Estate 4.6%
Consumer Defensive 4.5%
Energy 3.0%
Utilities 2.4%