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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 15 of 86  ·  1,718 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 SE SEA LTD Consumer Cyclical 165,162.0 $15.8M 0.05% -16K -8.7% $95.83 +24.3%
282 STT STATE STR CORP Financial Services 91,806.0 $15.6M 0.05% -2K -1.9% $169.60 +9.6%
283 EBAY EBAY INC. Consumer Cyclical 138,453.0 $15.5M 0.05% -19K -11.8% $111.75 -8.2%
284 EXC EXELON CORP Utilities 331,281.0 $15.4M 0.05% -10K -2.9% $46.62 -2.8%
285 MBSF VALUED ADVISERS TR 600,000.0 $15.4M 0.05% +400K +200.0% $25.68 -0.0%
286 MET METLIFE INC Financial Services 181,760.0 $15.4M 0.05% $84.61 +12.4%
287 HUM HUMANA INC Healthcare 38,370.0 $15.2M 0.05% -2K -5.8% $397.22 -4.8%
288 AVB AVALONBAY CMNTYS INC Real Estate 79,756.0 $15.0M 0.05% $188.69 -2.5%
289 FERG FERGUSON ENTERPRISES INC Industrials 62,755.0 $14.9M 0.05% -4K -6.0% $237.33 +2.5%
290 WAB WABTEC Industrials 54,849.0 $14.8M 0.05% -3K -4.5% $269.60 +8.4%
291 DVN DEVON ENERGY CORP NEW Energy 355,968.0 $14.7M 0.05% +162K +83.1% $41.32 +16.6%
292 EA ELECTRONIC ARTS INC Communication Services 71,275.0 $14.6M 0.05% -9K -10.8% $205.04 +2.3%
293 CRDO CREDO TECHNOLOGY GROUP HOLDI Technology 53,676.0 $14.6M 0.05% -2K -3.8% $271.95 -13.7%
294 CMG CHIPOTLE MEXICAN GRILL INC Consumer Cyclical 427,058.0 $14.5M 0.05% -27K -5.9% $34.00 +1.9%
295 FALN ISHARES TR 525,000.0 $14.3M 0.05% $27.24 -0.6%
296 TTWO TAKE-TWO INTERACTIVE SOFTWAR Communication Services 56,350.0 $14.1M 0.05% -6K -9.6% $249.98 -5.2%
297 YUM YUM BRANDS INC Consumer Cyclical 87,916.0 $14.1M 0.05% -6K -6.7% $159.86 -8.7%
298 BDX BECTON DICKINSON & CO Healthcare 92,478.0 $14.0M 0.05% -4K -3.8% $151.33 +24.0%
299 AXON AXON ENTERPRISE INC Industrials 24,831.0 $13.9M 0.05% -868.0 -3.4% $560.61 +15.2%
300 KDP KEURIG DR PEPPER INC Consumer Defensive 422,066.0 $13.8M 0.05% -15K -3.5% $32.73 -5.1%
Page 15 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%