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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 28 of 78  ·  1,549 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
541 RBC RBC BEARINGS INC Industrials 9,938.0 $5.4M 0.02% $543.12 +5.1%
542 LEN LENNAR CORP Consumer Cyclical 62,035.0 $5.4M 0.02% +1K +1.9% $86.84 +2.3%
543 WRB BERKLEY W R CORP Financial Services 81,144.0 $5.4M 0.02% -17K -17.3% $66.28 +3.0%
544 HOLOGIC INC 71,127.0 $5.4M 0.02% $75.59
545 INCY INCYTE CORP Healthcare 57,030.0 $5.4M 0.02% -2K -3.4% $94.12 +3.5%
546 CTO CTO RLTY GROWTH INC NEW Real Estate 289,068.0 $5.3M 0.02% $18.49 +10.8%
547 MKSI MKS INC. Technology 23,179.0 $5.3M 0.02% $229.81 +36.3%
548 VTRS VIATRIS INC Healthcare 393,626.0 $5.3M 0.02% -13K -3.1% $13.51 +22.8%
549 RS RELIANCE INC Basic Materials 17,456.0 $5.3M 0.02% -2K -8.9% $303.92 +19.2%
550 SBRA SABRA HEALTH CARE REIT INC Real Estate 275,471.0 $5.3M 0.02% -2K -0.8% $19.23 +9.5%
551 L LOEWS CORP Financial Services 49,446.0 $5.3M 0.02% $106.74 +2.3%
552 CDW CDW CORP Technology 43,575.0 $5.3M 0.02% $121.02 -11.7%
553 ICICI BANK LIMITED 202,916.0 $5.3M 0.02% -13K -6.1% $25.90
554 BALL BALL CORP Consumer Cyclical 88,755.0 $5.2M 0.02% -3K -3.2% $59.11 -4.7%
555 CRDO CREDO TECHNOLOGY GROUP HOLDI Technology 55,820.0 $5.2M 0.02% +2K +3.6% $93.87 +106.0%
556 IRT INDEPENDENCE RLTY TR INC Real Estate 349,703.0 $5.2M 0.02% +4K +1.1% $14.89 +12.8%
557 ROL ROLLINS INC Consumer Cyclical 96,739.0 $5.2M 0.02% +570.0 +0.6% $53.41 -0.3%
558 APA APA CORPORATION Energy 121,608.0 $5.2M 0.02% -6K -4.8% $42.44 -9.7%
559 APTIV PLC 74,032.0 $5.1M 0.02% -4K -5.7% $69.44
560 PODD INSULET CORP Healthcare 24,415.0 $5.1M 0.02% $209.84 -25.4%
Page 28 of 78  ·  1,549 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%