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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 54 of 78  ·  1,549 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1061 ESNT ESSENT GROUP LTD Financial Services 37,345.0 $2.2M 0.01% +2K +5.5% $58.44 +5.9%
1062 VC VISTEON CORP Consumer Cyclical 23,949.0 $2.2M 0.01% +3K +12.4% $91.11 +19.9%
1063 BTU PEABODY ENGR CORP Energy 66,203.0 $2.2M 0.01% -9K -11.4% $32.95 -25.9%
1064 HOMB HOME BANCSHARES INC Financial Services 80,963.0 $2.2M 0.01% $26.93 -1.2%
1065 UE URBAN EDGE PPTYS Real Estate 109,065.0 $2.2M 0.01% -26K -19.2% $19.98 +10.0%
1066 SNEX STONEX GROUP INC Financial Services 27,015.0 $2.2M 0.01% +2K +6.6% $80.65 +40.0%
1067 MGRC MCGRATH RENTCORP Industrials 19,750.0 $2.2M 0.01% -3K -12.5% $110.28 -0.5%
1068 PLMR PALOMAR HLDGS INC Financial Services 18,222.0 $2.2M 0.01% +2K +9.5% $119.50 -3.1%
1069 NMIH NMI HLDGS INC Financial Services 57,977.0 $2.2M 0.01% -586.0 -1.0% $37.51 +0.7%
1070 DCO DUCOMMUN INC DEL Industrials 17,823.0 $2.2M 0.01% NEW $122.00 +17.1%
1071 BYD BOYD GAMING CORP Consumer Cyclical 26,439.0 $2.2M 0.01% -853.0 -3.1% $82.18 -3.1%
1072 MGEE MGE ENERGY INC Utilities 28,084.0 $2.2M 0.01% +2K +7.0% $77.29 -1.7%
1073 SON SONOCO PRODS CO Consumer Cyclical 40,109.0 $2.2M 0.01% -14K -25.5% $54.09 -11.3%
1074 CNO CNO FINL GROUP INC Financial Services 52,817.0 $2.2M 0.01% -957.0 -1.8% $41.06 +15.4%
1075 NWE NORTHWESTERN ENERGY GROUP IN Utilities 32,812.0 $2.2M 0.01% $65.94 +8.9%
1076 SHO SUNSTONE HOTEL INVS INC NEW Real Estate 239,758.0 $2.2M 0.01% +4K +1.5% $9.01 +17.1%
1077 JEF JEFFERIES FINANCIAL GROUP IN Financial Services 52,322.0 $2.2M 0.01% $41.27 +27.1%
1078 INDB INDEPENDENT BK CORP MASS Financial Services 28,706.0 $2.2M 0.01% -4K -11.4% $75.21 +4.6%
1079 ABCB AMERIS BANCORP Financial Services 27,675.0 $2.2M 0.01% -2K -8.0% $77.99 +8.7%
1080 MTRN MATERION CORP Basic Materials 14,908.0 $2.2M 0.01% NEW $144.65 +45.3%
Page 54 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%