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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 53 of 78  ·  1,549 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1041 BRSP BRIGHTSPIRE CAPITAL INC Real Estate 394,494.0 $2.2M 0.01% -6K -1.4% $5.60 +1.8%
1042 HSAI HESAI GROUP Consumer Cyclical 115,500.0 $2.2M 0.01% +91K +370.0% $19.12 +9.3%
1043 WSFS WSFS FINL CORP Financial Services 33,727.0 $2.2M 0.01% -7K -16.9% $65.46 +9.7%
1044 VISN VISTANCE NETWORKS INC Technology 121,301.0 $2.2M 0.01% -8K -6.2% $18.20 -36.1%
1045 CWT CALIFORNIA WTR SVC GROUP Utilities 48,678.0 $2.2M 0.01% +748.0 +1.6% $45.34 -4.7%
1046 OII OCEANEERING INTL INC Energy 62,159.0 $2.2M 0.01% -30K -32.3% $35.47 +8.5%
1047 SIRIUSPOINT LTD 102,178.0 $2.2M 0.01% -6K -5.7% $21.54
1048 CNOB CONNECTONE BANCORP INC Financial Services 82,205.0 $2.2M 0.01% -10K -10.7% $26.77 +11.2%
1049 MSGS MADISON SQUARE GRDN SPRT COR Communication Services 6,845.0 $2.2M 0.01% -3K -31.9% $321.40 +9.6%
1050 BNL BROADSTONE NET LEASE INC Real Estate 120,328.0 $2.2M 0.01% +2K +1.7% $18.27 +11.7%
1051 TRNO TERRENO RLTY CORP Real Estate 35,775.0 $2.2M 0.01% $61.42 +7.7%
1052 EAT BRINKER INTL INC Consumer Cyclical 15,390.0 $2.2M 0.01% -2K -12.8% $142.77 -4.3%
1053 PECO PHILLIPS EDISON & CO INC Real Estate 58,627.0 $2.2M 0.01% -3K -5.4% $37.42 +8.3%
1054 LLYVA LIBERTY LIVE HOLDINGS INC Communication Services 23,927.0 $2.2M 0.01% -4K -15.4% $91.64 +4.8%
1055 ERIE ERIE INDTY CO Financial Services 8,724.0 $2.2M 0.01% -121.0 -1.4% $251.31 -10.6%
1056 CHDN CHURCHILL DOWNS INC Consumer Cyclical 24,389.0 $2.2M 0.01% +4K +18.2% $89.83 -4.8%
1057 FELE FRANKLIN ELEC INC Industrials 23,745.0 $2.2M 0.01% $92.17 +4.9%
1058 SYBT STOCK YDS BANCORP INC Financial Services 32,982.0 $2.2M 0.01% -577.0 -1.7% $66.29 +7.1%
1059 AN AUTONATION INC Consumer Cyclical 11,183.0 $2.2M 0.01% +285.0 +2.6% $195.26 -4.5%
1060 WAL WESTERN ALLIANCE BANCORP Financial Services 30,807.0 $2.2M 0.01% $70.85 +8.7%
Page 53 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%