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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 28 of 86  ·  1,718 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
541 CMS CMS ENERGY CORP Utilities 75,497.0 $5.8M 0.02% $76.50 -10.8%
542 NVR NVR INC Consumer Cyclical 847.0 $5.8M 0.02% -12.0 -1.4% $6813.40 -6.7%
543 FEDEX FGHT HLDG CO INC 38,145.0 $5.8M 0.02% NEW $151.00
544 GIS GENERAL MILLS INC Consumer Defensive 163,519.0 $5.7M 0.02% $34.80 +14.9%
545 AKAM AKAMAI TECHNOLOGIES INC Technology 48,041.0 $5.7M 0.02% -323.0 -0.7% $118.21 -6.6%
546 NXT NEXTPOWER INC Technology 47,466.0 $5.7M 0.02% -5K -9.1% $119.14 -27.7%
547 PFGC PERFORMANCE FOOD GROUP CO Consumer Defensive 50,503.0 $5.6M 0.02% -2K -3.8% $111.79 -6.1%
548 LEN LENNAR CORP Consumer Cyclical 62,035.0 $5.6M 0.02% $90.49 -3.8%
549 GPN GLOBAL PMTS INC Industrials 77,184.0 $5.6M 0.02% -3K -3.9% $72.56 +28.8%
550 L LOEWS CORP Financial Services 49,446.0 $5.6M 0.02% $113.21 -3.0%
551 GNRC GENERAC HLDGS INC Industrials 19,030.0 $5.6M 0.02% -2K -8.0% $292.81 -29.7%
552 IEX IDEX CORP Industrials 24,173.0 $5.5M 0.02% $226.95 +3.3%
553 RGLD ROYAL GOLD INC Basic Materials 27,383.0 $5.5M 0.02% -4K -12.4% $199.61 +29.8%
554 TSCO TRACTOR SUPPLY CO Consumer Cyclical 172,592.0 $5.5M 0.02% -7K -4.0% $31.61 +10.7%
555 ZBH ZIMMER BIOMET HOLDINGS INC Healthcare 62,977.0 $5.4M 0.02% -2K -3.3% $86.09 +17.3%
556 WCC WESCO INTL INC Industrials 15,651.0 $5.4M 0.02% -180.0 -1.1% $345.43 +1.1%
557 GPC GENUINE PARTS CO Consumer Cyclical 45,750.0 $5.4M 0.02% $117.98 +13.5%
558 SBRA SABRA HEALTH CARE REIT INC Real Estate 276,112.0 $5.4M 0.02% $19.51 +4.5%
559 WY WEYERHAEUSER CO Real Estate 224,389.0 $5.4M 0.02% -6K -2.7% $23.94 +2.0%
560 CF CF INDUSTRIES HOLD Basic Materials 49,433.0 $5.4M 0.02% -2K -3.8% $108.26 +19.8%
Page 28 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%