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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 15 of 23  ·  448 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 EAT BRINKER INTL INC Consumer Cyclical 15,390.0 $2.2M 0.01% -2K -12.8% $142.77 -4.3%
282 PECO PHILLIPS EDISON & CO INC Real Estate 58,627.0 $2.2M 0.01% -3K -5.4% $37.42 +8.3%
283 LLYVA LIBERTY LIVE HOLDINGS INC Communication Services 23,927.0 $2.2M 0.01% -4K -15.4% $91.64 +4.8%
284 ERIE ERIE INDTY CO Financial Services 8,724.0 $2.2M 0.01% -121.0 -1.4% $251.31 -10.6%
285 SYBT STOCK YDS BANCORP INC Financial Services 32,982.0 $2.2M 0.01% -577.0 -1.7% $66.29 +7.1%
286 BTU PEABODY ENGR CORP Energy 66,203.0 $2.2M 0.01% -9K -11.4% $32.95 -25.9%
287 UE URBAN EDGE PPTYS Real Estate 109,065.0 $2.2M 0.01% -26K -19.2% $19.98 +10.0%
288 MGRC MCGRATH RENTCORP Industrials 19,750.0 $2.2M 0.01% -3K -12.5% $110.28 -0.5%
289 NMIH NMI HLDGS INC Financial Services 57,977.0 $2.2M 0.01% -586.0 -1.0% $37.51 +0.7%
290 BYD BOYD GAMING CORP Consumer Cyclical 26,439.0 $2.2M 0.01% -853.0 -3.1% $82.18 -3.1%
291 SON SONOCO PRODS CO Consumer Cyclical 40,109.0 $2.2M 0.01% -14K -25.5% $54.09 -11.3%
292 CNO CNO FINL GROUP INC Financial Services 52,817.0 $2.2M 0.01% -957.0 -1.8% $41.06 +15.4%
293 INDB INDEPENDENT BK CORP MASS Financial Services 28,706.0 $2.2M 0.01% -4K -11.4% $75.21 +4.6%
294 ABCB AMERIS BANCORP Financial Services 27,675.0 $2.2M 0.01% -2K -8.0% $77.99 +8.7%
295 MAC MACERICH CO Real Estate 113,755.0 $2.1M 0.01% -16K -12.4% $18.90 +18.4%
296 NNN NNN REIT INC Real Estate 51,147.0 $2.1M 0.01% -1K -2.4% $42.03 +7.0%
297 ASO ACADEMY SPORTS & OUTDOORS IN Consumer Cyclical 38,072.0 $2.1M 0.01% -13K -25.1% $56.45 -9.6%
298 ANF ABERCROMBIE & FITCH CO Consumer Cyclical 23,451.0 $2.1M 0.01% -8K -24.4% $91.37 -16.3%
299 VLYPN VALLEY NATL BANCORP Financial Services 174,274.0 $2.1M 0.01% -32K -15.5% $12.28 +110.7%
300 GTES GATES INDL CORP PLC Industrials 94,640.0 $2.1M 0.01% -7K -7.0% $22.61 +6.5%
Page 15 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%