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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 30 of 86  ·  1,718 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
581 VIST VISTA ENERGY S.A.B. DE C.V. Energy 78,916.0 $5.0M 0.02% +38K +91.3% $63.80 +9.1%
582 BALL BALL CORP Consumer Cyclical 80,654.0 $5.0M 0.02% -8K -9.1% $62.40 +1.9%
583 DY DYCOM INDS INC Industrials 9,900.0 $5.0M 0.02% $505.59 -22.3%
584 RITM RITHM CAPITAL CORP Real Estate 531,476.0 $5.0M 0.02% +18K +3.5% $9.39 +8.5%
585 NDSN NORDSON CORP Industrials 16,504.0 $5.0M 0.02% $301.69 +10.1%
586 EWBC EAST WEST BANCORP INC Financial Services 38,566.0 $5.0M 0.02% $129.09 +0.7%
587 J JACOBS SOLUTIONS INC Industrials 39,267.0 $4.9M 0.02% -644.0 -1.6% $126.00 +19.1%
588 KEY KEYCORP Financial Services 214,389.0 $4.9M 0.02% $23.05 -5.1%
589 BBY BEST BUY INC Consumer Cyclical 64,552.0 $4.9M 0.02% -2K -3.3% $75.88 +13.2%
590 SWK STANLEY BLACK & DECKER INC Industrials 51,979.0 $4.9M 0.02% -380.0 -0.7% $94.12 +6.3%
591 SMCI SUPER MICRO COMPUTER INC Technology 166,414.0 $4.9M 0.02% -17K -9.3% $29.33 +27.0%
592 CUBE CUBESMART Real Estate 122,663.0 $4.9M 0.02% $39.77 +2.8%
593 SMTC SEMTECH CORP Technology 30,055.0 $4.9M 0.02% -3K -8.7% $161.85 -23.3%
594 IREN IREN LIMITED Financial Services 106,272.0 $4.9M 0.02% -6K -5.7% $45.73 -8.4%
595 RL RALPH LAUREN CORP Consumer Cyclical 12,103.0 $4.9M 0.02% $401.41 -7.2%
596 TRU TRANSUNION Industrials 67,172.0 $4.8M 0.02% $72.14 +17.3%
597 ZS ZSCALER INC Technology 34,278.0 $4.8M 0.02% -518.0 -1.5% $141.15 +28.8%
598 RRX REGAL REXNORD CORPORATION Industrials 20,286.0 $4.8M 0.02% -2K -8.0% $238.19 -30.2%
599 BR BROADRIDGE FINL SOLUTIONS IN Technology 35,082.0 $4.8M 0.02% -3K -7.6% $136.95 +33.0%
600 WSO WATSCO INC Industrials 11,516.0 $4.8M 0.02% $416.73 -25.1%
Page 30 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%