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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 2 of 7  ·  129 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 DCO DUCOMMUN INC DEL Industrials 17,823.0 $2.2M 0.01% NEW $122.00 +17.1%
22 MTRN MATERION CORP Basic Materials 14,908.0 $2.2M 0.01% NEW $144.65 +45.3%
23 CSTM CONSTELLIUM SE Basic Materials 87,134.0 $2.1M 0.01% NEW $24.58 +30.3%
24 TTAN SERVICETITAN INC Technology 33,576.0 $2.1M 0.01% NEW $63.46 -1.1%
25 AIR AAR CORP Industrials 19,463.0 $2.1M 0.01% NEW $109.46 -0.8%
26 HE HAWAIIAN ELEC INDS INC MTN B Utilities 142,518.0 $2.1M 0.01% NEW $14.84 -7.7%
27 NIC NICOLET BANKSHARES INC Financial Services 14,174.0 $2.1M 0.01% NEW $148.62 -4.2%
28 ENVA ENOVA INTL INC Financial Services 15,507.0 $2.1M 0.01% NEW $135.83 +18.5%
29 PIPR PIPER SANDLER COMPANIES Financial Services 27,492.0 $2.1M 0.01% NEW $76.55 +4.6%
30 AZZ AZZ INC Industrials 16,627.0 $2.1M 0.01% NEW $125.13 +9.5%
31 PB PROSPERITY BANCSHARES INC Financial Services 30,866.0 $2.1M 0.01% NEW $67.18 +2.9%
32 BKU BANKUNITED INC Financial Services 45,906.0 $2.1M 0.01% NEW $45.16 +2.6%
33 RELY REMITLY GLOBAL INC Technology 131,209.0 $2.1M 0.01% NEW $15.67 +37.7%
34 TPC TUTOR PERINI CORP Industrials 26,489.0 $2.0M 0.01% NEW $77.19 -0.3%
35 RUSHA RUSH ENTERPRISES INC Consumer Cyclical 30,506.0 $2.0M 0.01% NEW $66.11 +5.8%
36 ATKR ATKORE INC Industrials 33,712.0 $2.0M 0.01% NEW $58.91 +29.3%
37 IPGP IPG PHOTONICS CORP Technology 17,295.0 $2.0M 0.01% NEW $114.59 +5.2%
38 HLIO HELIOS TECHNOLOGIES INC Industrials 30,519.0 $2.0M 0.01% NEW $64.71 +20.5%
39 CAKE CHEESECAKE FACTORY INC Consumer Cyclical 36,029.0 $2.0M 0.01% NEW $54.75 +10.6%
40 SYNA SYNAPTICS INC Technology 27,069.0 $1.9M 0.01% NEW $70.04 +85.4%
Page 2 of 7  ·  129 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%