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Portfolio (Quarterly) Guide ↗

State of New Jersey Common Pension Fund D

· CIK 0001483066
13F Portfolio $25.9B AUM 1,549 positions Filed May 5, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 129 New 333 Added 448 Reduced 52 Exited
Page 9 of 17  ·  333 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 NWN NORTHWEST NAT HLDG CO Utilities 45,617.0 $2.4M 0.01% +267.0 +0.6% $53.22 -6.4%
162 HQY HEALTHEQUITY INC Healthcare 28,511.0 $2.4M 0.01% +376.0 +1.3% $83.57 +3.4%
163 TAP MOLSON COORS BEVERAGE CO Consumer Defensive 55,154.0 $2.4M 0.01% +482.0 +0.9% $43.06 -0.7%
164 NEU NEWMARKET CORP Basic Materials 3,705.0 $2.4M 0.01% +834.0 +29.1% $640.95 +12.4%
165 CART MAPLEBEAR INC Consumer Cyclical 63,234.0 $2.4M 0.01% +3K +4.6% $37.46 +7.0%
166 GPOR GULFPORT ENERGY CORP Energy 11,158.0 $2.4M 0.01% +957.0 +9.4% $211.57 -15.4%
167 STRW STRAWBERRY FIELDS REIT INC Real Estate 198,000.0 $2.4M 0.01% +20K +11.2% $11.90 +10.8%
168 MORN MORNINGSTAR INC Financial Services 13,895.0 $2.3M 0.01% +4K +35.2% $169.05 +2.6%
169 CHWY CHEWY INC Consumer Cyclical 86,965.0 $2.3M 0.01% +4K +4.8% $27.00 -26.2%
170 RYN RAYONIER INC Real Estate 113,820.0 $2.3M 0.01% +8K +7.2% $20.62 -1.9%
171 EVTC EVERTEC INC Technology 82,986.0 $2.3M 0.01% +8K +10.0% $28.22 -12.7%
172 BOX BOX INC Technology 98,984.0 $2.3M 0.01% +26K +36.0% $23.64 +7.4%
173 PCVX VAXCYTE INC Healthcare 40,264.0 $2.3M 0.01% +384.0 +1.0% $58.11 -18.4%
174 KTB KONTOOR BRANDS INC Consumer Cyclical 33,244.0 $2.3M 0.01% +2K +7.3% $70.29 -1.3%
175 ETSY INC 46,716.0 $2.3M 0.01% +7K +18.0% $49.98
176 ULS UL SOLUTIONS INC Industrials 27,214.0 $2.3M 0.01% +3K +10.4% $85.71 +19.0%
177 HRB BLOCK H & R INC Consumer Cyclical 72,946.0 $2.3M 0.01% +24K +50.4% $31.74 +19.4%
178 AWR AMER STATES WTR CO Utilities 30,606.0 $2.3M 0.01% +799.0 +2.7% $75.62 +0.9%
179 BSY BENTLEY SYS INC Technology 65,816.0 $2.3M 0.01% +14K +26.8% $35.12 -5.1%
180 KD KYNDRYL HLDGS INC Technology 175,835.0 $2.3M 0.01% +85K +92.6% $13.12 -8.0%
Page 9 of 17  ·  333 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 30.9%
Financial Services 11.9%
Consumer Cyclical 10.1%
Communication Services 9.6%
Healthcare 9.5%
Industrials 9.2%
Consumer Defensive 5.0%
Real Estate 4.9%
Energy 4.2%
Utilities 2.7%