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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 31 of 86  ·  1,718 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
601 FLUTTER ENTMT PLC 46,790.0 $4.8M 0.02% -9K -16.4% $102.17
602 ARMK ARAMARK Industrials 83,952.0 $4.8M 0.02% $56.90 +5.0%
603 APG API GROUP CORP Industrials 112,593.0 $4.8M 0.02% -6K -4.8% $42.35 -2.8%
604 COOPER COS INC 66,381.0 $4.8M 0.02% $71.71
605 JLL JONES LANG LASALLE INC Real Estate 15,351.0 $4.8M 0.02% -367.0 -2.3% $309.95 +25.0%
606 PEB PEBBLEBROOK HOTEL TR Real Estate 245,116.0 $4.8M 0.02% -82K -25.1% $19.41 -4.8%
607 SAFEHOLD INC 302,479.0 $4.7M 0.02% +78K +35.0% $15.70
608 LECO LINCOLN ELEC HLDGS INC Industrials 17,872.0 $4.7M 0.02% -167.0 -0.9% $265.51 +6.1%
609 FCNCA FIRST CTZNS BANCSHARES INC D Financial Services 2,276.0 $4.7M 0.02% -417.0 -15.5% $2080.79 +4.9%
610 AEIS ADVANCED ENERGY INDS Industrials 12,638.0 $4.7M 0.02% -815.0 -6.1% $372.87 -23.3%
611 DECK DECKERS OUTDOOR CORP Consumer Cyclical 47,325.0 $4.7M 0.02% -3K -5.4% $99.29 -7.7%
612 RIVN RIVIAN AUTOMOTIVE INC Consumer Cyclical 270,215.0 $4.7M 0.02% -12K -4.2% $17.35 -2.2%
613 EVEREST GROUP LTD 13,085.0 $4.7M 0.02% $357.23
614 RNR RENAISSANCERE HLDGS LTD Financial Services 14,740.0 $4.7M 0.02% $316.90 +2.1%
615 CLH CLEAN HARBORS INC Industrials 15,594.0 $4.7M 0.02% -886.0 -5.4% $298.75 +5.8%
616 COLD AMERICOLD REALTY TRUST INC Real Estate 296,122.0 $4.7M 0.02% -55K -15.6% $15.72 -3.0%
617 HEI HEICO CORP NEW Industrials 13,068.0 $4.7M 0.02% $356.19 -0.3%
618 RKT ROCKET COS INC Financial Services 295,287.0 $4.7M 0.02% -25K -7.7% $15.75 -11.6%
619 RMBS RAMBUS INC DEL Technology 34,972.0 $4.6M 0.02% -2K -5.4% $132.74 -31.3%
620 DKS DICKS SPORTING GOODS INC Consumer Cyclical 20,230.0 $4.6M 0.02% -2K -9.0% $226.81 -19.2%
Page 31 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%