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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 63 of 86  ·  1,718 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1241 LBRDK LIBERTY BROADBAND CORP Communication Services 46,337.0 $1.5M 0.01% -2K -4.7% $33.26 +8.3%
1242 MARA MARA HOLDINGS INC Financial Services 110,709.0 $1.5M 0.01% NEW $13.89 -18.9%
1243 NHI NATIONAL HEALTH INVS INC Real Estate 20,148.0 $1.5M 0.01% -5K -20.5% $76.26 -3.8%
1244 COGT COGENT BIOSCIENCES INC Healthcare 39,690.0 $1.5M 0.01% +11K +38.5% $38.70 -5.1%
1245 POST POST HLDGS INC Consumer Defensive 17,311.0 $1.5M 0.01% -4K -17.6% $88.26 -8.8%
1246 TVTX TRAVERE THERAPEUTICS INC Healthcare 26,843.0 $1.5M 0.01% -2K -7.6% $56.81 +15.7%
1247 AGO ASSURED GUARANTY LTD Financial Services 18,962.0 $1.5M 0.01% -7K -26.9% $80.16 -7.1%
1248 MPT MEDICAL PROPERTIES TRUST INC Financial Services 328,903.0 $1.5M 0.01% +228K +225.7% $4.62 -10.8%
1249 INMD INMODE LTD Healthcare 103,933.0 $1.5M 0.01% $14.62 +3.0%
1250 AGYS AGILYSYS INC Technology 14,523.0 $1.5M 0.01% NEW $104.50 +8.9%
1251 SYNA SYNAPTICS INC Technology 12,210.0 $1.5M 0.01% -15K -54.9% $124.23 -21.4%
1252 BKU BANKUNITED INC Financial Services 31,297.0 $1.5M 0.01% -15K -31.8% $48.45 -4.4%
1253 WAFD WAFD INC Financial Services 39,421.0 $1.5M 0.01% -28K -41.7% $38.37 -5.2%
1254 BXMT BLACKSTONE MORTGAGE TRUST IN Real Estate 89,124.0 $1.5M 0.01% -28K -23.6% $16.95 -15.8%
1255 LBRT LIBERTY ENERGY INC Energy 57,663.0 $1.5M 0.01% -26K -31.1% $26.19 -26.1%
1256 MIR MIRION TECHNOLOGIES INC Industrials 84,156.0 $1.5M 0.01% -21K -19.7% $17.93 -17.3%
1257 VCYT VERACYTE INC Healthcare 25,692.0 $1.5M 0.01% -1K -4.9% $58.73 -28.0%
1258 CHWY CHEWY INC Consumer Cyclical 76,564.0 $1.5M 0.01% -10K -12.0% $19.65 +22.2%
1259 SHO SUNSTONE HOTEL INVS INC NEW Real Estate 131,379.0 $1.5M 0.01% -108K -45.2% $11.45 -1.4%
1260 BHF BRIGHTHOUSE FINL INC Financial Services 23,763.0 $1.5M 0.01% -12K -32.7% $63.30 -17.4%
Page 63 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%