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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 42 of 86  ·  1,718 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
821 STRW STRAWBERRY FIELDS REIT INC Real Estate 208,000.0 $2.9M 0.01% +10K +5.0% $13.75 +0.4%
822 MUSA MURPHY USA INC Consumer Cyclical 5,302.0 $2.9M 0.01% -615.0 -10.4% $538.87 +5.7%
823 ACA ARCOSA INC Industrials 19,638.0 $2.9M 0.01% -2K -8.4% $145.29 -0.3%
824 FOX FOX CORP 60,704.0 $2.8M 0.01% -13K -17.9% $46.84
825 TTC TORO CO Industrials 29,085.0 $2.8M 0.01% -6K -17.8% $97.42 +2.1%
826 BEN FRANKLIN RESOURCES INC Financial Services 84,979.0 $2.8M 0.01% $33.27 +3.1%
827 ENS ENERSYS Industrials 12,052.0 $2.8M 0.01% -3K -20.1% $233.82 -18.8%
828 ALGM ALLEGRO MICROSYSTEMS INC Technology 40,441.0 $2.8M 0.01% -22K -34.8% $69.62 -46.6%
829 NWSA NEWS CORP NEW Communication Services 113,347.0 $2.8M 0.01% $24.83 +22.4%
830 TME TENCENT MUSIC ENTMT GROUP Communication Services 336,690.0 $2.8M 0.01% -265K -44.0% $8.35 +5.4%
831 VOYA VOYA FINANCIAL INC Financial Services 30,967.0 $2.8M 0.01% $90.53 +8.0%
832 QBTS D-WAVE QUANTUM INC Technology 116,792.0 $2.8M 0.01% -4K -3.0% $23.99 -15.0%
833 IT GARTNER INC Technology 21,607.0 $2.8M 0.01% -4K -14.9% $129.62 +51.1%
834 COMP COMPASS INC Technology 227,083.0 $2.8M 0.01% -4K -1.6% $12.33 -4.7%
835 ONB OLD NATL BANCORP IND Financial Services 108,059.0 $2.8M 0.01% $25.90 -0.3%
836 IDA IDACORP INC Utilities 18,405.0 $2.8M 0.01% $151.30 -9.3%
837 POWL POWELL INDS INC Industrials 9,698.0 $2.8M 0.01% +6K +131.3% $286.36 -31.0%
838 ENSG ENSIGN GROUP INC Healthcare 17,307.0 $2.8M 0.01% -907.0 -5.0% $160.30 +12.0%
839 WTFC WINTRUST FINL CORP Financial Services 17,226.0 $2.8M 0.01% $160.72 -5.0%
840 NPO ENPRO INC Industrials 7,342.0 $2.8M 0.01% -2K -17.9% $376.93 -17.1%
Page 42 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%