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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 16 of 23  ·  448 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 HLMN HILLMAN SOLUTIONS CORP Industrials 257,020.0 $2.1M 0.01% -11K -4.1% $8.32 -12.9%
302 FTDR FRONTDOOR INC Consumer Cyclical 40,448.0 $2.1M 0.01% -3K -7.2% $52.86 +16.3%
303 SHAK SHAKE SHACK INC Consumer Cyclical 24,135.0 $2.1M 0.01% -863.0 -3.5% $88.47 -28.3%
304 DRH DIAMONDROCK HOSPITALITY CO Real Estate 227,624.0 $2.1M 0.01% -16K -6.5% $9.37 +15.0%
305 CNX CNX RES CORP Energy 55,297.0 $2.1M 0.01% -3K -4.8% $38.55 -7.8%
306 KMX CARMAX INC Consumer Cyclical 51,264.0 $2.1M 0.01% -13K -20.5% $41.58 -6.4%
307 SITE SITEONE LANDSCAPE SUPPLY INC Industrials 15,999.0 $2.1M 0.01% -929.0 -5.5% $133.11 -14.4%
308 FBP FIRST BANCORP CORPORATION Financial Services 99,687.0 $2.1M 0.01% -10K -9.2% $21.36 +13.1%
309 WSBC WESBANCO INC Financial Services 61,733.0 $2.1M 0.01% -9K -13.3% $34.49 -0.9%
310 HWC HANCOCK WHITNEY CORPORATION Financial Services 33,481.0 $2.1M 0.01% -5K -11.9% $63.59 +4.8%
311 KLIC KULICKE & SOFFA INDS INC Technology 32,377.0 $2.1M 0.01% -28K -46.6% $65.72 +53.8%
312 FUL FULLER H B CO Basic Materials 34,466.0 $2.1M 0.01% -4K -10.5% $61.68 -8.6%
313 CVBF CVB FINL CORP Financial Services 109,543.0 $2.1M 0.01% -7K -6.2% $19.39 +4.8%
314 LEA LEAR CORP Consumer Cyclical 17,532.0 $2.1M 0.01% -3K -16.6% $121.08 +14.3%
315 WAFD WAFD INC Financial Services 67,576.0 $2.1M 0.01% -3K -3.9% $31.40 +12.9%
316 AAP ADVANCE AUTO PARTS INC Consumer Cyclical 40,174.0 $2.1M 0.01% -3K -7.3% $52.75 +11.1%
317 KN KNOWLES CORP Technology 82,499.0 $2.1M 0.01% -20K -19.1% $25.68 +37.2%
318 MKTX MARKETAXESS HLDGS INC Financial Services 12,841.0 $2.1M 0.01% -342.0 -2.6% $164.98 -17.4%
319 CFFN CAPITOL FED FINL INC Financial Services 297,084.0 $2.1M 0.01% -54K -15.3% $7.13 +9.3%
320 STANDARDAERO INC 81,913.0 $2.1M 0.01% -6K -7.0% $25.83
Page 16 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%