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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 64 of 78  ·  1,549 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1261 WDFC WD 40 CO Basic Materials 9,437.0 $1.9M 0.01% -2K -14.5% $203.94 +2.0%
1262 HUT 8 CORP 40,994.0 $1.9M 0.01% -15K -26.5% $46.91
1263 ENPH ENPHASE ENERGY INC Energy 50,823.0 $1.9M 0.01% -27K -35.0% $37.81 +64.9%
1264 SFBS SERVISFIRST BANCSHARES INC Financial Services 26,368.0 $1.9M 0.01% -5K -16.5% $72.83 +6.0%
1265 AVNT AVIENT CORPORATION Basic Materials 52,903.0 $1.9M 0.01% -23K -30.6% $36.30 -6.0%
1266 KRYS KRYSTAL BIOTECH INC Healthcare 7,433.0 $1.9M 0.01% $258.32 +17.8%
1267 LPX LOUISIANA PAC CORP Basic Materials 26,393.0 $1.9M 0.01% -2K -8.6% $72.75 -3.6%
1268 GALAXY DIGITAL INC. 103,973.0 $1.9M 0.01% +20K +23.3% $18.45
1269 VSEC VSE CORP Industrials 10,401.0 $1.9M 0.01% -3K -21.4% $184.40 -7.5%
1270 ROAD CONSTRUCTION PARTNERS INC Industrials 17,258.0 $1.9M 0.01% -3K -15.7% $111.12 +1.3%
1271 QLYS QUALYS INC Technology 21,792.0 $1.9M 0.01% +6K +40.0% $87.85 +14.5%
1272 AVTR AVANTOR INC Healthcare 244,183.0 $1.9M 0.01% +2K +1.0% $7.84 +0.4%
1273 FND FLOOR & DECOR HLDGS INC Consumer Cyclical 37,610.0 $1.9M 0.01% $50.80 -4.7%
1274 CHCT COMMUNITY HEALTHCARE TR INC Real Estate 120,223.0 $1.9M 0.01% $15.89 +11.5%
1275 OKLO OKLO INC Utilities 38,508.0 $1.9M 0.01% $49.59 +31.3%
1276 MHK MOHAWK INDS INC Consumer Cyclical 19,378.0 $1.9M 0.01% -1K -6.5% $98.46 +3.9%
1277 WERN WERNER ENTERPRISES INC Industrials 64,848.0 $1.9M 0.01% -26K -28.6% $29.41 +35.9%
1278 AUR AURORA INNOVATION INC Technology 462,742.0 $1.9M 0.01% -103K -18.3% $4.12 +74.0%
1279 CNNE CANNAE HLDGS INC Consumer Cyclical 167,331.0 $1.9M 0.01% +25K +17.5% $11.37 +19.1%
1280 RGTI RIGETTI COMPUTING INC Technology 135,478.0 $1.9M 0.01% +23K +20.4% $14.04 +20.2%
Page 64 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%