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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 40 of 86  ·  1,718 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
781 FROG JFROG LTD Technology 34,282.0 $3.1M 0.01% -10K -23.3% $90.88 +1.4%
782 ALSN ALLISON TRANSMISSION HLDGS I Consumer Cyclical 27,624.0 $3.1M 0.01% -2K -5.5% $112.74 +18.2%
783 FLS FLOWSERVE CORP Industrials 41,772.0 $3.1M 0.01% -2K -4.3% $74.16 +7.1%
784 CNM CORE & MAIN INC Industrials 64,123.0 $3.1M 0.01% -512.0 -0.8% $48.25 -7.0%
785 BROS DUTCH BROS INC Consumer Cyclical 43,080.0 $3.1M 0.01% -2K -4.7% $71.81 -30.6%
786 SF STIFEL FINL CORP Financial Services 44,328.0 $3.1M 0.01% $69.77 +16.0%
787 WULF TERAWULF INC Financial Services 125,077.0 $3.1M 0.01% -20K -14.0% $24.70 -36.7%
788 DPZ DOMINOS PIZZA INC Consumer Cyclical 10,432.0 $3.1M 0.01% -231.0 -2.2% $296.04 +15.5%
789 PEBO PEOPLES BANCORP INC Financial Services 80,085.0 $3.1M 0.01% $38.41 +4.3%
790 JKHY HENRY JACK & ASSOC INC Technology 22,302.0 $3.1M 0.01% $137.74 +20.7%
791 CYTK CYTOKINETICS INC Healthcare 35,841.0 $3.1M 0.01% -4K -9.7% $85.19 -9.8%
792 TEX TEREX CORP NEW Industrials 42,048.0 $3.0M 0.01% -1K -2.9% $72.39 -8.2%
793 UVSP UNIVEST FINANCIAL CORPORATIO Financial Services 69,434.0 $3.0M 0.01% -19K -21.3% $43.75 -4.9%
794 ZION ZIONS BANCORPORATION NATL AS Financial Services 43,714.0 $3.0M 0.01% $69.19 -1.5%
795 WBS WEBSTER FINL CORP Financial Services 39,577.0 $3.0M 0.01% $76.42 +1.5%
796 DCI DONALDSON INC Industrials 33,641.0 $3.0M 0.01% $89.77 +3.9%
797 HUBS HUBSPOT INC Technology 16,545.0 $3.0M 0.01% -338.0 -2.0% $182.51 +31.5%
798 WTRG ESSENTIAL UTILS INC Utilities 78,493.0 $3.0M 0.01% $38.31 +4.9%
799 HALO HALOZYME THERAPEUTICS INC Healthcare 38,308.0 $3.0M 0.01% -2K -4.7% $78.27 +38.2%
800 CRCL CIRCLE INTERNET GROUP INC Financial Services 47,772.0 $3.0M 0.01% NEW $62.63 +40.5%
Page 40 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%