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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 70 of 86  ·  1,718 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1381 HAE HAEMONETICS CORP MASS Healthcare 17,422.0 $1.3M 0.00% -20K -53.0% $75.00 +45.0%
1382 TPC TUTOR PERINI CORP Industrials 15,718.0 $1.3M 0.00% -11K -40.7% $82.97 +8.3%
1383 HLMN HILLMAN SOLUTIONS CORP Industrials 154,485.0 $1.3M 0.00% -103K -39.9% $8.44 -1.2%
1384 PBI PITNEY BOWES INC Industrials 74,205.0 $1.3M 0.00% NEW $17.52 -7.8%
1385 HLNE HAMILTON LANE INC Financial Services 16,460.0 $1.3M 0.00% -3K -17.3% $78.83 +34.9%
1386 PATK PATRICK INDS INC Consumer Cyclical 14,451.0 $1.3M 0.00% -2K -12.7% $89.78 -4.5%
1387 VAL VALARIS LTD Energy 17,861.0 $1.3M 0.00% -7K -28.9% $72.60 +21.6%
1388 TLT ISHARES TR 15,000.0 $1.3M 0.00% $86.42 -5.0%
1389 WKC WORLD KINECT CORPORATION Energy 39,187.0 $1.3M 0.00% -45K -53.7% $32.94 +7.5%
1390 DV DOUBLEVERIFY HLDGS INC Technology 118,896.0 $1.3M 0.00% -116K -49.3% $10.84 +22.7%
1391 MMI MARCUS & MILLICHAP INC Real Estate 41,266.0 $1.3M 0.00% NEW $31.17 +4.4%
1392 CCC CCC INTELLIGENT SOLUTIONS HL Technology 249,116.0 $1.3M 0.00% -189K -43.2% $5.16 +46.7%
1393 PVH PVH CORPORATION Consumer Cyclical 17,286.0 $1.3M 0.00% -15K -46.5% $74.26 +6.1%
1394 AXGN AXOGEN INC Healthcare 27,766.0 $1.3M 0.00% NEW $46.19 +2.1%
1395 CUSHMAN AND WAKEFIELD LTD 95,636.0 $1.3M 0.00% -76K -44.2% $13.39
1396 NHC NATIONAL HEALTHCARE CORP Healthcare 6,057.0 $1.3M 0.00% NEW $211.36 +9.5%
1397 MMS MAXIMUS INC Industrials 23,760.0 $1.3M 0.00% -6K -20.9% $53.76 +8.9%
1398 OSIS OSI SYSTEMS INC Technology 5,836.0 $1.3M 0.00% -2K -25.8% $218.70 -9.6%
1399 BHE BENCHMARK ELECTRS INC Technology 12,930.0 $1.3M 0.00% NEW $98.67 -27.0%
1400 ARCB ARCBEST CORP Industrials 8,888.0 $1.3M 0.00% NEW $143.54 -4.3%
Page 70 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 35.2%
Financial Services 11.3%
Consumer Cyclical 9.5%
Healthcare 9.2%
Industrials 9.0%
Communication Services 9.0%
Real Estate 4.9%
Consumer Defensive 4.4%
Energy 3.2%
Utilities 2.5%