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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 18 of 23  ·  448 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
341 PFS PROVIDENT FINL SVCS INC Financial Services 97,992.0 $2.1M 0.01% -22K -18.2% $21.16 +4.7%
342 GVA GRANITE CONSTR INC Industrials 17,253.0 $2.1M 0.01% -4K -17.6% $119.88 +6.5%
343 URBN URBAN OUTFITTERS INC Consumer Cyclical 32,607.0 $2.1M 0.01% -3K -7.2% $63.35 +13.1%
344 TNL TRAVEL PLUS LEISURE CO Consumer Cyclical 29,819.0 $2.1M 0.01% -5K -14.5% $69.19 -6.2%
345 IOSP INNOSPEC INC Basic Materials 28,227.0 $2.1M 0.01% -2K -6.9% $73.02 +7.8%
346 BKD BROOKDALE SR LIVING INC Healthcare 150,430.0 $2.1M 0.01% -54K -26.3% $13.68 -2.2%
347 GNTX GENTEX CORP Consumer Cyclical 93,823.0 $2.1M 0.01% -3K -3.1% $21.85 +7.1%
348 NHI NATIONAL HEALTH INVS INC Real Estate 25,349.0 $2.0M 0.01% -2K -7.9% $80.86 -5.3%
349 TCBI TEXAS CAP BANCSHARES INC Financial Services 21,492.0 $2.0M 0.01% -4K -16.5% $94.88 +4.1%
350 CBU COMMUNITY FINANCIAL SYSTEM I Financial Services 34,754.0 $2.0M 0.01% -5K -13.5% $58.65 +7.7%
351 PERIMETER SOLUTIONS INC 83,417.0 $2.0M 0.01% -442.0 -0.5% $24.42
352 AX AXOS FINANCIAL INC Financial Services 23,926.0 $2.0M 0.01% -4K -15.4% $85.09 +1.0%
353 KRMN KARMAN HLDGS INC Industrials 25,423.0 $2.0M 0.01% -11K -30.5% $80.05 -18.4%
354 GATX GATX CORP Industrials 11,895.0 $2.0M 0.01% -2K -15.8% $170.74 +1.3%
355 MILLROSE PPTYS INC 72,523.0 $2.0M 0.01% -15K -17.1% $28.00
356 CON CONCENTRA GROUP HOLDINGS PAR Healthcare 94,374.0 $2.0M 0.01% -18K -15.8% $21.45 +19.3%
357 RNST RENASANT CORP Financial Services 55,999.0 $2.0M 0.01% -8K -13.1% $36.13 +13.8%
358 FIBK FIRST INTST BANCSYSTEM INC Financial Services 60,553.0 $2.0M 0.01% -11K -15.8% $33.40 +5.4%
359 BCC BOISE CASCADE CO DEL Basic Materials 26,652.0 $2.0M 0.01% -6K -18.4% $75.85 -11.5%
360 KAI KADANT INC Industrials 6,876.0 $2.0M 0.01% -2K -21.1% $292.35 +5.0%
Page 18 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%