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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 23 of 86  ·  1,718 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
441 MTSI MACOM TECH SOLUTIONS HLDGS I Technology 21,829.0 $8.3M 0.03% -1K -4.4% $380.37 -29.9%
442 MTZ MASTEC INC Industrials 19,935.0 $8.3M 0.03% -651.0 -3.2% $416.06 -36.0%
443 WWD WOODWARD INC Industrials 19,447.0 $8.3M 0.03% -759.0 -3.8% $425.44 -19.3%
444 FE FIRSTENERGY CORP Utilities 173,893.0 $8.3M 0.03% -2K -1.3% $47.54 -3.3%
445 AWK AMERICAN WTR WKS CO INC NEW Utilities 62,536.0 $8.2M 0.03% -1K -2.3% $131.58 +2.9%
446 DG DOLLAR GEN CORP Consumer Defensive 71,389.0 $8.2M 0.03% -5K -6.2% $115.11 +7.2%
447 BXP BXP INC Real Estate 122,912.0 $8.2M 0.03% $66.31 +2.1%
448 STRL STERLING INFRASTRUCTURE INC Industrials 9,673.0 $8.1M 0.03% -832.0 -7.9% $839.36 -38.4%
449 PSTG EVERPURE INC 102,432.0 $8.1M 0.03% -7K -6.0% $78.79
450 CBOE CBOE GLOBAL MKTS INC Financial Services 33,226.0 $8.1M 0.03% -1K -3.6% $242.67 +23.9%
451 SMURFIT WESTROCK PLC 173,842.0 $8.0M 0.03% -5K -2.6% $46.26
452 ARE ALEXANDRIA REAL ESTATE EQ IN Real Estate 151,916.0 $8.0M 0.03% $52.85 +1.2%
453 WTW WILLIS TOWERS WATSON PLC LTD Financial Services 30,530.0 $8.0M 0.03% -2K -6.5% $261.37 +30.8%
454 TROW PRICE T ROWE GROUP INC Financial Services 69,033.0 $7.8M 0.03% $113.69 -1.9%
455 FSLR FIRST SOLAR INC Energy 33,006.0 $7.8M 0.03% -2K -5.0% $235.96 -9.2%
456 KRG KITE REALTY GROUP TRUST Real Estate 272,575.0 $7.7M 0.03% +10K +3.8% $28.38 -7.9%
457 ARES ARES MANAGEMENT CORPORATION Financial Services 69,234.0 $7.7M 0.03% -4K -4.9% $111.31 +26.9%
458 MKL MARKEL GROUP INC Financial Services 3,935.0 $7.7M 0.03% -186.0 -4.5% $1953.01 -8.1%
459 DGX QUEST DIAGNOSTICS INC Healthcare 36,019.0 $7.6M 0.03% -351.0 -1.0% $211.95 +15.3%
460 CFG CITIZENS FINL GROUP INC Financial Services 108,893.0 $7.6M 0.03% $70.07 -0.3%
Page 23 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 36.1%
Financial Services 11.4%
Consumer Cyclical 9.7%
Healthcare 9.4%
Industrials 9.2%
Communication Services 6.9%
Real Estate 5.0%
Consumer Defensive 4.5%
Energy 3.3%
Utilities 2.6%