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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 10 of 23  ·  448 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 MUR MURPHY OIL CORP Energy 66,028.0 $2.7M 0.01% -5K -6.5% $41.25 -8.4%
182 RIG TRANSOCEAN LTD Energy 409,559.0 $2.7M 0.01% -113K -21.6% $6.63 +10.7%
183 CZR CAESARS ENTERTAINMENT INC NE Consumer Cyclical 102,738.0 $2.7M 0.01% -3K -3.1% $26.43 +5.6%
184 VNOM VIPER ENERGY INC Energy 57,716.0 $2.7M 0.01% -1K -2.4% $46.99 +1.5%
185 SITM SITIME CORP Technology 7,803.0 $2.7M 0.01% -639.0 -7.6% $345.35 +101.8%
186 CE CELANESE CORP DEL Basic Materials 40,949.0 $2.7M 0.01% -18K -31.0% $65.77 -19.6%
187 CAVA CAVA GROUP INC Consumer Cyclical 32,974.0 $2.7M 0.01% -15K -31.1% $80.90 +0.5%
188 WASH WASHINGTON TR BANCORP INC Financial Services 79,644.0 $2.7M 0.01% -21K -20.6% $33.46 -4.0%
189 MGY MAGNOLIA OIL & GAS CORP Energy 83,048.0 $2.6M 0.01% -12K -12.6% $31.57 -7.4%
190 CRUS CIRRUS LOGIC INC Technology 18,127.0 $2.6M 0.01% -536.0 -2.9% $144.62 +15.2%
191 CRC CALIFORNIA RES CORP Energy 37,861.0 $2.6M 0.01% -7K -15.8% $69.22 -10.1%
192 ARWR ARROWHEAD PHARMACEUTICALS IN Healthcare 41,794.0 $2.6M 0.01% -677.0 -1.6% $62.70 +20.5%
193 ENS ENERSYS Industrials 15,075.0 $2.6M 0.01% -888.0 -5.6% $173.72 +37.5%
194 CNR CORE NATURAL RESOURCES INC Energy 24,994.0 $2.6M 0.01% -2K -6.8% $104.73 -19.8%
195 WFRD WEATHERFORD INTL PLC Energy 27,637.0 $2.6M 0.01% -3K -8.5% $94.58 +17.8%
196 FMC FMC CORP Basic Materials 151,341.0 $2.6M 0.01% -17K -10.1% $17.22 -24.4%
197 SLAB SILICON LABORATORIES INC Technology 12,366.0 $2.6M 0.01% -6K -33.1% $208.15 +4.2%
198 TKR TIMKEN CO Industrials 25,541.0 $2.6M 0.01% -3K -12.0% $100.57 +16.5%
199 TEX TEREX CORP NEW Industrials 43,323.0 $2.6M 0.01% -6K -11.3% $59.10 -2.5%
200 UAL UNITED AIRLS HLDGS INC Industrials 27,729.0 $2.6M 0.01% -400.0 -1.4% $92.07 +6.5%
Page 10 of 23  ·  448 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%