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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 8 of 23  ·  448 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 SOLS SOLSTICE ADVANCED MATLS INC Basic Materials 55,724.0 $4.2M 0.02% -2K -4.0% $76.16 +10.9%
142 CURB CURBLINE PPTYS CORP Real Estate 159,135.0 $4.1M 0.02% -8K -5.0% $25.79 +11.2%
143 ALGN ALIGN TECHNOLOGY INC Healthcare 23,846.0 $4.1M 0.02% -1K -5.1% $171.43 -4.9%
144 ELAN ELANCO ANIMAL HEALTH INC Healthcare 169,807.0 $4.1M 0.02% -11K -6.1% $23.93 -10.9%
145 GNRC GENERAC HLDGS INC Industrials 20,678.0 $4.0M 0.02% -460.0 -2.2% $195.33 +26.9%
146 COLD AMERICOLD REALTY TRUST INC Real Estate 350,785.0 $4.0M 0.02% -38K -9.7% $11.46 +26.0%
147 IT GARTNER INC Technology 25,384.0 $4.0M 0.02% -235.0 -0.9% $158.34 -0.7%
148 IONS IONIS PHARMACEUTICALS INC Healthcare 52,588.0 $3.9M 0.01% -2K -4.0% $75.09 +0.9%
149 FOX FOX CORP Communication Services 73,969.0 $3.9M 0.01% -2K -2.5% $53.10 +8.5%
150 BWA BORGWARNER INC Consumer Cyclical 72,283.0 $3.9M 0.01% -8K -10.1% $54.26 +17.1%
151 EXEL EXELIXIS INC Healthcare 87,048.0 $3.7M 0.01% -2K -1.9% $42.89 +15.8%
152 DAL DELTA AIR LINES INC Industrials 55,531.0 $3.7M 0.01% -761.0 -1.4% $66.48 +13.8%
153 BBIO BRIDGEBIO PHARMA INC Healthcare 49,395.0 $3.7M 0.01% -3K -4.8% $74.26 -5.4%
154 GH GUARDANT HEALTH INC Healthcare 39,465.0 $3.6M 0.01% -378.0 -0.9% $92.37 +27.8%
155 EQH EQUITABLE HLDGS INC Financial Services 97,400.0 $3.6M 0.01% -2K -2.2% $37.11 +14.6%
156 DAR DARLING INGREDIENTS INC Consumer Defensive 58,329.0 $3.6M 0.01% -3K -5.2% $61.85 -6.5%
157 ROIV ROIVANT SCIENCES LTD Healthcare 128,359.0 $3.6M 0.01% -7K -5.1% $27.70 +17.0%
158 TTMI TTM TECHNOLOGIES INC Technology 36,392.0 $3.5M 0.01% -1K -3.7% $97.42 +73.8%
159 JAZZ JAZZ PHARMACEUTICALS PLC Healthcare 18,690.0 $3.5M 0.01% -1K -6.3% $189.05 +26.6%
160 BMRN BIOMARIN PHARMACEUTICAL INC Healthcare 62,374.0 $3.5M 0.01% -1K -1.7% $56.49 -4.2%
Page 8 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%