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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 19 of 86  ·  1,718 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
361 ESS ESSEX PPTY TR INC Real Estate 36,124.0 $10.5M 0.04% $291.59 -1.3%
362 PAYX PAYCHEX INC Industrials 106,633.0 $10.5M 0.04% $98.33 +25.0%
363 RBLX ROBLOX CORP Technology 191,977.0 $10.4M 0.04% -9K -4.5% $54.38 -29.0%
364 AER AERCAP HOLDINGS NV Industrials 71,559.0 $10.4M 0.04% -5K -6.7% $145.78 +0.7%
365 BIIB BIOGEN INC Healthcare 47,453.0 $10.3M 0.04% -3K -5.3% $216.06 -0.8%
366 CNC CENTENE CORP DEL Healthcare 159,610.0 $10.2M 0.04% -7K -4.5% $64.19 -0.1%
367 HHH HOWARD HUGHES HOLDINGS INC Real Estate 143,025.0 $10.2M 0.04% $71.49 -5.0%
368 STLD STEEL DYNAMICS INC Basic Materials 44,528.0 $10.2M 0.04% -3K -6.5% $229.46 -4.6%
369 BEKE KE HLDGS INC Real Estate 700,342.0 $10.2M 0.04% NEW $14.53 +16.9%
370 EQT EQT CORP Energy 191,286.0 $10.2M 0.04% -21K -9.9% $53.17 +1.4%
371 COIN COINBASE GLOBAL INC Financial Services 69,071.0 $10.1M 0.03% -6K -7.4% $146.19 +17.9%
372 RHP RYMAN HOSPITALITY PPTYS INC Real Estate 78,320.0 $10.1M 0.03% +837.0 +1.1% $128.55 +0.1%
373 SJNK SPDR SERIES TRUST 400,000.0 $10.0M 0.03% $25.03 -0.7%
374 NTRS NORTHERN TR CORP Financial Services 57,116.0 $9.9M 0.03% -6K -10.2% $173.84 +5.0%
375 EQR EQUITY RESIDENTIAL Real Estate 146,081.0 $9.9M 0.03% $67.93 -6.3%
376 NTAP NETAPP INC Technology 63,979.0 $9.9M 0.03% -1K -1.7% $154.76 +24.6%
377 GLOB GLOBANT S A Technology 341,534.0 $9.9M 0.03% +97K +39.7% $28.94 +36.9%
378 MTB M & T BK CORP Financial Services 41,347.0 $9.8M 0.03% $238.01 +0.1%
379 RVMD REVOLUTION MEDICINES INC Healthcare 52,307.0 $9.8M 0.03% +3K +5.6% $187.28 +13.1%
380 KR KROGER CO Consumer Defensive 176,324.0 $9.8M 0.03% -30K -14.4% $55.53 +1.4%
Page 19 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%