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Portfolio (Quarterly) Guide ↗

Supplemental Annuity Collective Trust of NJ

· CIK 0001483065
13F Portfolio $355M AUM 297 positions Filed May 1, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 162 New 36 Added 98 Reduced
Page 2 of 9  ·  162 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 DHR DANAHER CORP DEL Healthcare 4,257.0 $807K 0.23% NEW $189.60 +13.8%
22 NEM NEWMONT CORP Basic Materials 7,389.0 $800K 0.23% NEW $108.25 +22.2%
23 PGR PROGRESSIVE CORP Financial Services 3,970.0 $787K 0.22% NEW $198.24 +9.8%
24 VRTX VERTEX PHARMACEUTICALS INC Healthcare 1,718.0 $767K 0.22% NEW $446.54 +22.6%
25 PH PARKER-HANNIFIN CORP Industrials 854.0 $765K 0.21% NEW $895.24 +13.0%
26 NOW SERVICENOW INC Technology 7,024.0 $734K 0.21% NEW $104.55 +32.4%
27 APP APPLOVIN CORP Technology 1,833.0 $730K 0.21% NEW $398.00 -21.4%
28 SO SOUTHERN CO Utilities 7,456.0 $720K 0.20% NEW $96.52 -7.7%
29 GLW CORNING INC Technology 5,283.0 $718K 0.20% NEW $135.97 +12.4%
30 SBUX STARBUCKS CORP Consumer Cyclical 7,698.0 $690K 0.19% NEW $89.59 +19.7%
31 CRWD CROWDSTRIKE HLDGS INC Technology 1,699.0 $663K 0.19% NEW $97.60 +133.6%
32 VRT VERTIV HOLDINGS CO Industrials 2,587.0 $648K 0.18% NEW $250.58 +7.5%
33 TT TRANE TECHNOLOGIES PLC Industrials 1,501.0 $626K 0.18% NEW $416.74 +9.0%
34 NOC NORTHROP GRUMMAN CORP Industrials 908.0 $619K 0.17% NEW $682.24 -20.1%
35 ICE INTERCONTINENTAL EXCHANGE IN Financial Services 3,861.0 $607K 0.17% NEW $157.28 +2.5%
36 WMB WILLIAMS COS INC Energy 8,269.0 $602K 0.17% NEW $72.78 +1.9%
37 STX SEAGATE TECHNOLOGY HLDNGS PL Technology 1,475.0 $578K 0.16% NEW $391.76 +116.3%
38 WM WASTE MGMT INC DEL Industrials 2,510.0 $577K 0.16% NEW $229.79 -5.2%
39 MRSH MARSH & MCLENNAN COS INC Financial Services 3,317.0 $575K 0.16% NEW $173.45 +9.5%
40 BK BANK NEW YORK MELLON CORP Financial Services 4,722.0 $560K 0.16% NEW $118.63 +19.6%
Page 2 of 9  ·  162 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 36.4%
Financial Services 11.1%
Consumer Cyclical 10.1%
Healthcare 9.6%
Communication Services 8.7%
Industrials 8.4%
Consumer Defensive 5.4%
Energy 4.3%
Utilities 2.6%
Basic Materials 1.7%