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Portfolio (Quarterly) Guide ↗

Supplemental Annuity Collective Trust of NJ

· CIK 0001483065
13F Portfolio $389M AUM 298 positions Filed Jul 27, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 13 New 5 Added 277 Reduced 12 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 MRVL MARVELL TECHNOLOGY INC Technology 5,616.0 $1.7M 0.43% NEW $297.89 -18.9%
2 HONEYWELL INTL INC 2,032.0 $455K 0.12% NEW $223.90
3 HONEYWELL AEROSPACE INC 2,032.0 $449K 0.12% NEW $221.08
4 FLEX FLEX LTD Technology 2,358.0 $382K 0.10% NEW $162.07 -28.9%
5 HUM HUMANA INC Healthcare 770.0 $306K 0.08% NEW $397.22 -1.2%
6 JBL JABIL INC Technology 677.0 $261K 0.07% NEW $385.48 -19.0%
7 ON ON SEMICONDUCTOR CORP Technology 2,514.0 $238K 0.06% NEW $94.54 -20.9%
8 WAT WATERS CORP Healthcare 630.0 $236K 0.06% NEW $375.04 +12.3%
9 CARNIVAL CORP LTD 8,251.0 $236K 0.06% NEW $28.57
10 Q QNITY ELECTRONICS INC Technology 1,343.0 $219K 0.06% NEW $163.31 -22.6%
11 IQVIA HLDGS INC 1,070.0 $207K 0.05% NEW $193.22
12 NTRS NORTHERN TR CORP Financial Services 1,187.0 $206K 0.05% NEW $173.84 +7.2%
13 BIIB BIOGEN INC Healthcare 947.0 $205K 0.05% NEW $216.06 +2.5%

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 42.1%
Financial Services 10.4%
Consumer Cyclical 9.6%
Healthcare 9.0%
Industrials 8.0%
Communication Services 7.9%
Consumer Defensive 4.6%
Energy 3.2%
Utilities 2.3%
Real Estate 1.5%