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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 56 of 78  ·  1,549 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1101 AXTA AXALTA COATING SYS LTD Basic Materials 77,031.0 $2.1M 0.01% $27.70 +5.2%
1102 DRH DIAMONDROCK HOSPITALITY CO Real Estate 227,624.0 $2.1M 0.01% -16K -6.5% $9.37 +15.0%
1103 CNX CNX RES CORP Energy 55,297.0 $2.1M 0.01% -3K -4.8% $38.55 -7.8%
1104 KMX CARMAX INC Consumer Cyclical 51,264.0 $2.1M 0.01% -13K -20.5% $41.58 -6.4%
1105 TTAN SERVICETITAN INC Technology 33,576.0 $2.1M 0.01% NEW $63.46 -1.1%
1106 AIR AAR CORP Industrials 19,463.0 $2.1M 0.01% NEW $109.46 -0.8%
1107 CALM CAL MAINE FOODS INC Consumer Defensive 26,907.0 $2.1M 0.01% +2K +9.7% $79.15 -2.8%
1108 SITE SITEONE LANDSCAPE SUPPLY INC Industrials 15,999.0 $2.1M 0.01% -929.0 -5.5% $133.11 -14.4%
1109 FBP FIRST BANCORP CORPORATION Financial Services 99,687.0 $2.1M 0.01% -10K -9.2% $21.36 +13.1%
1110 WSBC WESBANCO INC Financial Services 61,733.0 $2.1M 0.01% -9K -13.3% $34.49 -0.9%
1111 HWC HANCOCK WHITNEY CORPORATION Financial Services 33,481.0 $2.1M 0.01% -5K -11.9% $63.59 +4.8%
1112 KLIC KULICKE & SOFFA INDS INC Technology 32,377.0 $2.1M 0.01% -28K -46.6% $65.72 +53.8%
1113 CPK CHESAPEAKE UTILS CORP Utilities 16,835.0 $2.1M 0.01% +973.0 +6.1% $126.37 +0.5%
1114 FUL FULLER H B CO Basic Materials 34,466.0 $2.1M 0.01% -4K -10.5% $61.68 -8.6%
1115 CVBF CVB FINL CORP Financial Services 109,543.0 $2.1M 0.01% -7K -6.2% $19.39 +4.8%
1116 FCPT FOUR CORNERS PPTY TR INC Real Estate 89,778.0 $2.1M 0.01% $23.65 +5.7%
1117 LEA LEAR CORP Consumer Cyclical 17,532.0 $2.1M 0.01% -3K -16.6% $121.08 +14.3%
1118 WAFD WAFD INC Financial Services 67,576.0 $2.1M 0.01% -3K -3.9% $31.40 +12.9%
1119 AAP ADVANCE AUTO PARTS INC Consumer Cyclical 40,174.0 $2.1M 0.01% -3K -7.3% $52.75 +11.1%
1120 EPRT ESSENTIAL PPTYS RLTY TR INC Real Estate 69,801.0 $2.1M 0.01% $30.36 +3.4%
Page 56 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%