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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 37 of 86  ·  1,718 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
721 NXRT NEXPOINT RESIDENTIAL TR INC Real Estate 130,801.0 $3.7M 0.01% -23K -15.2% $27.92 -12.2%
722 GDDY GODADDY INC Technology 42,864.0 $3.6M 0.01% -3K -6.5% $84.88 +14.4%
723 TIGO MILLICOM INTL CELLULAR S A Communication Services 40,000.0 $3.6M 0.01% NEW $90.76 +3.2%
724 TW TRADEWEB MKTS INC Financial Services 36,294.0 $3.6M 0.01% -2K -5.1% $99.66 +7.4%
725 DKNG DRAFTKINGS INC NEW Consumer Cyclical 142,999.0 $3.6M 0.01% -10K -6.7% $25.26 +3.6%
726 AGNC AGNC INVT CORP Real Estate 331,388.0 $3.6M 0.01% +20K +6.6% $10.90 -0.1%
727 DINO HF SINCLAIR CORP Energy 51,738.0 $3.6M 0.01% $69.65 +39.7%
728 HII HUNTINGTON INGALLS INDS INC Industrials 12,869.0 $3.6M 0.01% $279.89 +6.5%
729 AYI ACUITY INC Industrials 9,535.0 $3.6M 0.01% -901.0 -8.6% $376.66 -8.9%
730 VMI VALMONT INDS INC Industrials 6,207.0 $3.6M 0.01% $577.60 -15.9%
731 GGG GRACO INC Industrials 47,293.0 $3.6M 0.01% $75.61 +6.7%
732 VIAV VIAVI SOLUTIONS INC Technology 74,818.0 $3.6M 0.01% -11K -12.4% $47.75 -18.5%
733 AVY AVERY DENNISON CORP Industrials 21,989.0 $3.6M 0.01% -2K -8.9% $162.35 +13.2%
734 EPR EPR PPTYS Real Estate 61,128.0 $3.5M 0.01% +19K +46.7% $58.01 +4.0%
735 AAOI APPLIED OPTOELECTRONICS INC Technology 23,860.0 $3.5M 0.01% NEW $148.16 -15.8%
736 BBIO BRIDGEBIO PHARMA INC Healthcare 47,460.0 $3.5M 0.01% -2K -3.9% $74.48 +9.4%
737 AES AES CORP Utilities 240,968.0 $3.5M 0.01% -3K -1.2% $14.66 +0.8%
738 NYT NEW YORK TIMES CO MTN BE Communication Services 50,340.0 $3.5M 0.01% $69.98 -6.1%
739 MXL MAXLINEAR INC Technology 27,501.0 $3.5M 0.01% NEW $128.03 -48.0%
740 ARW ARROW ELECTRS INC Technology 16,310.0 $3.5M 0.01% -1K -7.5% $213.41 -1.2%
Page 37 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%