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Portfolio (Quarterly) Guide ↗

State of New Jersey Common Pension Fund D

· CIK 0001483066
13F Portfolio $27.7B AUM Filed Jan 30, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 1472 New
Page 42 of 74  ·  1,472 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
821 MOOG INC 11,039.0 $2.7M 0.01% NEW $243.55
822 HALO HALOZYME THERAPEUTICS INC Healthcare 39,923.0 $2.7M 0.01% NEW $67.30 +1.8%
823 LNTH LANTHEUS HLDGS INC Healthcare 40,315.0 $2.7M 0.01% NEW $66.55 +42.0%
824 VFC V F CORP Consumer Cyclical 148,136.0 $2.7M 0.01% NEW $18.08 -10.3%
825 KRMN KARMAN HLDGS INC Industrials 36,588.0 $2.7M 0.01% NEW $73.17 -10.8%
826 POOL POOL CORP Industrials 11,662.0 $2.7M 0.01% NEW $228.75 -20.5%
827 CR CRANE COMPANY Industrials 14,430.0 $2.7M 0.01% NEW $184.43 -4.9%
828 GKOS GLAUKOS CORP Healthcare 23,536.0 $2.7M 0.01% NEW $112.91 +23.1%
829 MTCH MATCH GROUP INC NEW Communication Services 82,181.0 $2.7M 0.01% NEW $32.29 +10.4%
830 WIX WIX COM LTD Technology 25,505.0 $2.6M 0.01% NEW $103.89 -47.3%
831 ALSN ALLISON TRANSMISSION HLDGS I Consumer Cyclical 27,062.0 $2.6M 0.01% NEW $97.90 +11.4%
832 HRI HERC HLDGS INC Industrials 17,834.0 $2.6M 0.01% NEW $148.38 -12.7%
833 ALHC ALIGNMENT HEALTHCARE INC Healthcare 133,966.0 $2.6M 0.01% NEW $19.75 -17.1%
834 URBN URBAN OUTFITTERS INC Consumer Cyclical 35,134.0 $2.6M 0.01% NEW $75.26 -4.8%
835 BFH BREAD FINANCIAL HOLDINGS INC Financial Services 35,627.0 $2.6M 0.01% NEW $74.03 +15.9%
836 WSC WILLSCOT HLDGS CORP Industrials 140,056.0 $2.6M 0.01% NEW $18.83 +26.2%
837 CSW INDUSTRIALS INC 8,970.0 $2.6M 0.01% NEW $293.53
838 KRC KILROY RLTY CORP Real Estate 70,265.0 $2.6M 0.01% NEW $37.37 -8.6%
839 YETI YETI HLDGS INC Consumer Cyclical 59,418.0 $2.6M 0.01% NEW $44.17 +1.1%
840 BIDU BAIDU INC Communication Services 20,065.0 $2.6M 0.01% NEW $130.66 +0.4%
Page 42 of 74  ·  1,472 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 32.6%
Financial Services 12.7%
Consumer Cyclical 10.6%
Communication Services 10.0%
Healthcare 9.5%
Industrials 8.4%
Real Estate 4.6%
Consumer Defensive 4.5%
Energy 3.0%
Utilities 2.4%