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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 76 of 86  ·  1,718 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1501 KMT KENNAMETAL INC Industrials 31,176.0 $1.1M 0.00% -27K -46.5% $35.05 -12.8%
1502 LEU CENTRUS ENERGY CORP Energy 6,495.0 $1.1M 0.00% -4K -39.7% $167.87 +9.4%
1503 IMCR IMMUNOCORE HLDGS PLC Healthcare 34,275.0 $1.1M 0.00% +7K +23.9% $31.75 +16.1%
1504 ACHR ARCHER AVIATION INC Industrials 229,522.0 $1.1M 0.00% -82K -26.2% $4.73 +36.4%
1505 TMDX TRANSMEDICS GROUP INC Healthcare 16,334.0 $1.1M 0.00% -590.0 -3.5% $66.42 +41.5%
1506 OMCL OMNICELL COM Healthcare 26,098.0 $1.1M 0.00% NEW $41.52 -12.3%
1507 KD KYNDRYL HLDGS INC Technology 95,670.0 $1.1M 0.00% -80K -45.6% $11.31 +9.5%
1508 CENX CENTURY ALUM CO Basic Materials 23,501.0 $1.1M 0.00% -19K -45.1% $46.01 -5.3%
1509 FRHC FREEDOM HOLDING CORP Financial Services 8,250.0 $1.1M 0.00% NEW $130.47 +22.0%
1510 WU WESTERN UN CO Financial Services 139,505.0 $1.1M 0.00% NEW $7.70 -6.5%
1511 FLNC FLUENCE ENERGY INC Utilities 53,958.0 $1.1M 0.00% NEW $19.88 -39.3%
1512 DRS LEONARDO DRS INC Industrials 25,129.0 $1.1M 0.00% NEW $42.67 -0.3%
1513 XPRO EXPRO GROUP HOLDINGS NV Energy 72,385.0 $1.1M 0.00% NEW $14.77 +28.4%
1514 INSW INTERNATIONAL SEAWAYS INC Energy 13,913.0 $1.1M 0.00% NEW $76.59 +30.2%
1515 WHR WHIRLPOOL CORP Consumer Cyclical 26,979.0 $1.1M 0.00% +691.0 +2.6% $39.42 +1.7%
1516 RUN SUNRUN INC Energy 78,839.0 $1.1M 0.00% -33K -29.8% $13.38 -26.8%
1517 UNFI UNITED NAT FOODS INC Consumer Defensive 23,088.0 $1.1M 0.00% NEW $45.67 +2.5%
1518 RNG RINGCENTRAL INC Technology 27,049.0 $1.1M 0.00% NEW $38.98 +69.2%
1519 SHLS SHOALS TECHNOLOGIES GROUP IN Energy 106,369.0 $1.1M 0.00% NEW $9.90 -19.7%
1520 VC VISTEON CORP Consumer Cyclical 10,595.0 $1.1M 0.00% -13K -55.8% $99.21 +6.7%
Page 76 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%