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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 75 of 86  ·  1,718 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1481 MDV MODIV INDUSTRIAL INC Real Estate 65,000.0 $1.1M 0.00% -40K -38.1% $17.40 +3.7%
1482 VVX V2X INC Industrials 15,158.0 $1.1M 0.00% NEW $74.56 +10.7%
1483 PSN PARSONS CORP DEL Industrials 21,504.0 $1.1M 0.00% -13K -37.0% $52.39 -10.8%
1484 STEP STEPSTONE GROUP INC Financial Services 27,180.0 $1.1M 0.00% -15K -35.0% $41.36 +20.6%
1485 JOE ST JOE CO Real Estate 17,941.0 $1.1M 0.00% NEW $62.63 +11.7%
1486 PENG PENGUIN SOLUTIONS INC Technology 14,768.0 $1.1M 0.00% NEW $76.01 -30.7%
1487 DNLI DENALI THERAPEUTICS INC Healthcare 43,587.0 $1.1M 0.00% -4K -8.2% $25.72 -2.2%
1488 KMPR KEMPER CORP Financial Services 41,564.0 $1.1M 0.00% -27K -39.8% $26.96 -0.6%
1489 CPRX CATALYST PHARMACEUTICALS INC Healthcare 35,539.0 $1.1M 0.00% -4K -10.6% $31.43 +0.2%
1490 CHH CHOICE HOTELS INTL INC Consumer Cyclical 10,121.0 $1.1M 0.00% NEW $110.27 -1.4%
1491 ESRT EMPIRE ST RLTY TR INC Real Estate 206,257.0 $1.1M 0.00% NEW $5.41 -9.8%
1492 CTRI CENTURI HOLDINGS INC Utilities 36,747.0 $1.1M 0.00% NEW $30.24 -25.8%
1493 CRNX CRINETICS PHARMACEUTICALS IN Healthcare 29,624.0 $1.1M 0.00% -952.0 -3.1% $37.42 +126.4%
1494 ATRO ASTRONICS CORP Industrials 13,630.0 $1.1M 0.00% NEW $81.26 -0.3%
1495 NATL NCR ATLEOS CORPORATION Technology 25,485.0 $1.1M 0.00% -28K -52.1% $43.41 +6.4%
1496 LASR NLIGHT INC Technology 15,865.0 $1.1M 0.00% NEW $69.62 -30.6%
1497 PLUS EPLUS INC Technology 13,238.0 $1.1M 0.00% NEW $83.23 +4.0%
1498 VCTR VICTORY CAP HLDGS INC DEL Financial Services 13,102.0 $1.1M 0.00% NEW $84.06 +37.0%
1499 DXC DXC TECHNOLOGY CO Technology 124,423.0 $1.1M 0.00% NEW $8.85 +23.0%
1500 COHU COHU INC Technology 14,813.0 $1.1M 0.00% NEW $73.91 -26.1%
Page 75 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%