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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 66 of 86  ·  1,718 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1301 DORM DORMAN PRODS INC Consumer Cyclical 10,531.0 $1.4M 0.01% -7K -40.2% $136.45 -3.2%
1302 EPAM EPAM SYS INC Technology 18,080.0 $1.4M 0.01% -34K -65.3% $79.35 +39.1%
1303 MBC MASTERBRAND INC Consumer Cyclical 139,336.0 $1.4M 0.01% NEW $10.29 -11.5%
1304 WDFC WD 40 CO Basic Materials 5,857.0 $1.4M 0.01% -4K -37.9% $243.64 -10.9%
1305 CWT CALIFORNIA WTR SVC GROUP Utilities 29,256.0 $1.4M 0.01% -19K -39.9% $48.65 +1.8%
1306 BCC BOISE CASCADE CO DEL Basic Materials 18,317.0 $1.4M 0.01% -8K -31.3% $77.63 +6.2%
1307 URBN URBAN OUTFITTERS INC Consumer Cyclical 20,034.0 $1.4M 0.01% -13K -38.6% $70.86 +4.8%
1308 LADR LADDER CAP CORP Real Estate 142,574.0 $1.4M 0.01% -73K -33.8% $9.95 -0.3%
1309 CARG CARGURUS INC Consumer Cyclical 41,415.0 $1.4M 0.01% -36K -46.2% $34.09 +8.1%
1310 SIG SIGNET JEWELERS LIMITED Consumer Cyclical 16,366.0 $1.4M 0.01% -7K -30.8% $86.20 -5.6%
1311 IOSP INNOSPEC INC Basic Materials 17,315.0 $1.4M 0.01% -11K -38.7% $81.39 +15.0%
1312 ADUS ADDUS HOMECARE CORP Healthcare 13,946.0 $1.4M 0.01% -6K -28.7% $100.47 +20.2%
1313 NSIT INSIGHT ENTERPRISES INC Technology 11,498.0 $1.4M 0.01% NEW $121.80 +21.0%
1314 LIBERTY GLOBAL LTD 127,034.0 $1.4M 0.01% -63K -33.0% $11.00
1315 WERN WERNER ENTERPRISES INC Industrials 32,027.0 $1.4M 0.01% -33K -50.6% $43.61 -10.8%
1316 MGRC MCGRATH RENTCORP Industrials 11,529.0 $1.4M 0.01% -8K -41.6% $121.03 -3.6%
1317 OPEN OPENDOOR TECHNOLOGIES INC Real Estate 302,011.0 $1.4M 0.01% -182K -37.5% $4.62 -23.6%
1318 CALY CALLAWAY GOLF CO Consumer Cyclical 74,157.0 $1.4M 0.01% NEW $18.79 -15.4%
1319 ASH ASHLAND INC Basic Materials 21,096.0 $1.4M 0.01% -14K -40.7% $65.89 +10.3%
1320 PLNT PLANET FITNESS MASTER ISSUER Consumer Cyclical 26,632.0 $1.4M 0.01% $52.17 +3.9%
Page 66 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%