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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 49 of 86  ·  1,718 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
961 SIGI SELECTIVE INS GROUP INC Financial Services 23,548.0 $2.3M 0.01% -3K -11.1% $97.01 -5.7%
962 FBIN FORTUNE BRANDS INNOVATIONS I Industrials 41,312.0 $2.3M 0.01% -3K -7.7% $54.90 -18.9%
963 BRKR BRUKER CORP Healthcare 37,677.0 $2.3M 0.01% -20K -35.1% $60.18 -1.0%
964 MTH MERITAGE HOMES CORP Consumer Cyclical 27,013.0 $2.3M 0.01% -3K -10.1% $83.85 -14.5%
965 RNST RENASANT CORP Financial Services 53,218.0 $2.3M 0.01% -3K -5.0% $42.54 -2.4%
966 M MACYS INC Consumer Cyclical 95,779.0 $2.3M 0.01% -6K -6.3% $23.55 -3.1%
967 PB PROSPERITY BANCSHARES INC Financial Services 30,866.0 $2.3M 0.01% $73.03 -0.4%
968 MOS MOSAIC CO Basic Materials 106,352.0 $2.3M 0.01% -3K -2.8% $21.19 +15.2%
969 CHE CHEMED CORP NEW Healthcare 4,835.0 $2.3M 0.01% -196.0 -3.9% $465.74 +16.1%
970 CCS CENTURY COMMUNITIES INC Consumer Cyclical 31,383.0 $2.2M 0.01% $71.66 -2.6%
971 CVLT COMMVAULT SYS INC Technology 15,861.0 $2.2M 0.01% -8K -34.9% $141.73 -5.6%
972 ORA ORMAT TECHNOLOGIES INC Utilities 20,595.0 $2.2M 0.01% $108.90 -0.5%
973 CWST CASELLA WASTE SYS INC Industrials 23,126.0 $2.2M 0.01% -521.0 -2.2% $96.97 -5.1%
974 POR PORTLAND GEN ELEC CO Utilities 43,174.0 $2.2M 0.01% $51.83 -4.3%
975 FND FLOOR & DECOR HLDGS INC Consumer Cyclical 37,610.0 $2.2M 0.01% $59.36 -8.6%
976 JXN JACKSON FINANCIAL INC Financial Services 21,786.0 $2.2M 0.01% -2K -7.6% $102.39 +26.8%
977 CRBG COREBRIDGE FINL INC 77,754.0 $2.2M 0.01% $28.63
978 LKQ LKQ CORP Consumer Cyclical 84,468.0 $2.2M 0.01% $26.33 -2.1%
979 PFS PROVIDENT FINL SVCS INC Financial Services 93,920.0 $2.2M 0.01% -4K -4.2% $23.64 +0.3%
980 JHG JANUS HENDERSON GROUP PLC Financial Services 42,648.0 $2.2M 0.01% -3K -7.0% $51.95 -0.0%
Page 49 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%