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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 57 of 78  ·  1,549 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1121 PRVA PRIVIA HEALTH GROUP INC Healthcare 103,020.0 $2.1M 0.01% +10K +10.5% $20.57 +12.7%
1122 KN KNOWLES CORP Technology 82,499.0 $2.1M 0.01% -20K -19.1% $25.68 +37.2%
1123 MKTX MARKETAXESS HLDGS INC Financial Services 12,841.0 $2.1M 0.01% -342.0 -2.6% $164.98 -17.4%
1124 CFFN CAPITOL FED FINL INC Financial Services 297,084.0 $2.1M 0.01% -54K -15.3% $7.13 +9.3%
1125 BMI BADGER METER INC Technology 13,892.0 $2.1M 0.01% +1K +10.8% $152.35 -21.1%
1126 STANDARDAERO INC 81,913.0 $2.1M 0.01% -6K -7.0% $25.83
1127 VOYA VOYA FINANCIAL INC Financial Services 30,967.0 $2.1M 0.01% $68.32 +20.6%
1128 HE HAWAIIAN ELEC INDS INC MTN B Utilities 142,518.0 $2.1M 0.01% NEW $14.84 -7.7%
1129 BHF BRIGHTHOUSE FINL INC Financial Services 35,316.0 $2.1M 0.01% +3K +7.7% $59.88 +4.7%
1130 IESC IES HOLDINGS INC Industrials 4,436.0 $2.1M 0.01% -2K -26.3% $476.47 +36.0%
1131 AGO ASSURED GUARANTY LTD Financial Services 25,930.0 $2.1M 0.01% +2K +7.0% $81.48 -3.4%
1132 KMPR KEMPER CORP Financial Services 69,049.0 $2.1M 0.01% +11K +18.1% $30.56 -2.9%
1133 RLI RLI CORP Financial Services 36,983.0 $2.1M 0.01% +3K +9.5% $57.04 -7.7%
1134 NIC NICOLET BANKSHARES INC Financial Services 14,174.0 $2.1M 0.01% NEW $148.62 -4.2%
1135 ENVA ENOVA INTL INC Financial Services 15,507.0 $2.1M 0.01% NEW $135.83 +18.5%
1136 LIVN LIVANOVA PLC Healthcare 33,126.0 $2.1M 0.01% -7K -17.2% $63.56 +15.9%
1137 LADR LADDER CAP CORP Real Estate 215,415.0 $2.1M 0.01% +9K +4.2% $9.77 +2.1%
1138 PIPR PIPER SANDLER COMPANIES Financial Services 27,492.0 $2.1M 0.01% NEW $76.55 +4.6%
1139 APLD APPLIED DIGITAL CORP Technology 88,635.0 $2.1M 0.01% -6K -6.1% $23.74 +102.3%
1140 KMT KENNAMETAL INC Industrials 58,232.0 $2.1M 0.01% -25K -30.4% $36.13 -2.5%
Page 57 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%