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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 8 of 78  ·  1,549 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 CVS CVS HEALTH CORP Healthcare 434,295.0 $31.2M 0.12% $71.82 +29.9%
142 ICE INTERCONTINENTAL EXCHANGE IN Financial Services 194,290.0 $30.6M 0.12% $157.28 -3.7%
143 SANDISK CORP 47,706.0 $30.3M 0.12% -255.0 -0.5% $635.34
144 WMB WILLIAMS COS INC Energy 413,701.0 $30.1M 0.12% $72.78 +7.0%
145 HWM HOWMET AEROSPACE INC Industrials 130,527.0 $30.1M 0.12% +808.0 +0.6% $230.46 +12.8%
146 CEG CONSTELLATION ENERGY CORP Utilities 106,393.0 $29.7M 0.12% -833.0 -0.8% $279.25 +2.4%
147 USHY ISHARES TR 800,000.0 $29.5M 0.11% -1.1M -57.9% $36.84 +0.4%
148 NU NU HLDGS LTD Financial Services 2,049,893.0 $29.5M 0.11% -19K -0.9% $14.37 -8.4%
149 FCX FREEPORT MCMORAN INC Basic Materials 498,293.0 $29.3M 0.11% $58.78 +6.0%
150 MRSH MARSH & MCLENNAN COS INC Financial Services 168,714.0 $29.3M 0.11% -1K -0.7% $173.45 -4.8%
151 STX SEAGATE TECHNOLOGY HLDNGS PL Technology 74,555.0 $29.2M 0.11% +1K +1.5% $391.76 +91.7%
152 BX BLACKSTONE INC Financial Services 252,627.0 $29.0M 0.11% $114.99 +3.1%
153 MRVL MARVELL TECHNOLOGY INC Technology 291,561.0 $28.9M 0.11% -4K -1.3% $99.05 +92.5%
154 EXR EXTRA SPACE STORAGE INC Real Estate 216,029.0 $28.3M 0.11% $131.13 +9.7%
155 PSA PUBLIC STORAGE OPER CO Real Estate 103,842.0 $28.1M 0.11% $270.88 +11.8%
156 ADP AUTOMATIC DATA PROCESSING IN Industrials 137,465.0 $27.9M 0.11% $203.18 +8.3%
157 PWR QUANTA SVCS INC Industrials 50,703.0 $27.8M 0.11% +946.0 +1.9% $549.02 +29.3%
158 BK BANK NEW YORK MELLON CORP Financial Services 234,493.0 $27.8M 0.11% -2K -0.7% $118.63 +17.2%
159 JCI JOHNSON CONTROLS INTERNATION Industrials 209,507.0 $27.4M 0.11% -15K -6.5% $130.95 +3.5%
160 REGN REGENERON PHARMACEUTICALS Healthcare 35,297.0 $27.3M 0.10% -219.0 -0.6% $772.64 -15.9%
Page 8 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%