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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 48 of 86  ·  1,718 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
941 AXS AXIS CAP HLDGS LTD Financial Services 21,922.0 $2.4M 0.01% $107.44 -8.1%
942 IESC IES HOLDINGS INC Industrials 3,200.0 $2.4M 0.01% -1K -27.9% $734.66 -6.8%
943 ST SENSATA TECHNOLOGIES HLDG PL Technology 49,211.0 $2.3M 0.01% -14K -21.8% $47.74 -10.3%
944 MSA MSA SAFETY INC Industrials 13,444.0 $2.3M 0.01% -301.0 -2.2% $174.58 +8.5%
945 CBU COMMUNITY FINANCIAL SYSTEM I Financial Services 34,754.0 $2.3M 0.01% $67.12 -5.3%
946 SLAB SILICON LABORATORIES INC Technology 10,660.0 $2.3M 0.01% -2K -13.8% $218.56 -0.3%
947 U HAUL HOLDING COMPANY 40,347.0 $2.3M 0.01% -7K -14.2% $57.70
948 TRST TRUSTCO BK CORP N Y Financial Services 42,390.0 $2.3M 0.01% -29K -40.9% $54.91 +3.5%
949 LEA LEAR CORP Consumer Cyclical 17,344.0 $2.3M 0.01% -188.0 -1.1% $134.06 -4.1%
950 HIMS HIMS & HERS HEALTH INC Healthcare 66,938.0 $2.3M 0.01% -75K -52.9% $34.67 -2.6%
951 TRNO TERRENO RLTY CORP Real Estate 35,775.0 $2.3M 0.01% $64.77 +5.2%
952 FIBK FIRST INTST BANCSYSTEM INC Financial Services 59,988.0 $2.3M 0.01% -565.0 -0.9% $38.56 -2.8%
953 MAC MACERICH CO Real Estate 91,603.0 $2.3M 0.01% -22K -19.5% $25.19 -3.2%
954 FAF FIRST AMERN FINL CORP Financial Services 33,631.0 $2.3M 0.01% -2K -5.0% $68.59 +4.6%
955 AM ANTERO MIDSTREAM CORP Energy 101,305.0 $2.3M 0.01% -19K -16.1% $22.75 -2.7%
956 PCVX VAXCYTE INC Healthcare 39,555.0 $2.3M 0.01% -709.0 -1.8% $58.13 +7.7%
957 ETSY INC 30,503.0 $2.3M 0.01% -16K -34.7% $75.33
958 VNO VORNADO RLTY TR Real Estate 58,363.0 $2.3M 0.01% -18K -23.8% $39.30 -3.6%
959 DEI DOUGLAS EMMETT INC Real Estate 193,855.0 $2.3M 0.01% -111K -36.5% $11.80 -0.1%
960 WASH WASHINGTON TR BANCORP INC Financial Services 62,671.0 $2.3M 0.01% -17K -21.3% $36.48 +8.9%
Page 48 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%