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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
Q1 2026 Q4 2025 · All 162 New 36 Added 98 Reduced 75 Exited
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 +2.5%
22 NEM NEWMONT CORP Basic Materials 7,389.0 $800K 0.23% NEW $108.25 -12.3%
23 PGR PROGRESSIVE CORP Financial Services 3,970.0 $787K 0.22% NEW $198.24 +10.9%
24 VRTX VERTEX PHARMACEUTICALS INC Healthcare 1,718.0 $767K 0.22% NEW $446.54 +8.4%
25 PH PARKER-HANNIFIN CORP Industrials 854.0 $765K 0.21% NEW $895.24 +10.7%
26 NOW SERVICENOW INC Technology 7,024.0 $734K 0.21% NEW $104.55 -14.0%
27 APP APPLOVIN CORP Technology 1,833.0 $730K 0.21% NEW $398.00 +10.6%
28 SO SOUTHERN CO Utilities 7,456.0 $720K 0.20% NEW $96.52 -0.3%
29 GLW CORNING INC Technology 5,283.0 $718K 0.20% NEW $135.97 +64.7%
30 SBUX STARBUCKS CORP Consumer Cyclical 7,698.0 $690K 0.19% NEW $89.59 +15.3%
31 CRWD CROWDSTRIKE HLDGS INC Technology 1,699.0 $663K 0.19% NEW $390.41 +73.9%
32 VRT VERTIV HOLDINGS CO Industrials 2,587.0 $648K 0.18% NEW $250.58 +30.6%
33 TT TRANE TECHNOLOGIES PLC Industrials 1,501.0 $626K 0.18% NEW $416.74 +20.0%
34 NOC NORTHROP GRUMMAN CORP Industrials 908.0 $619K 0.17% NEW $682.24 -25.9%
35 ICE INTERCONTINENTAL EXCHANGE IN Financial Services 3,861.0 $607K 0.17% NEW $157.28 -18.9%
36 WMB WILLIAMS COS INC Energy 8,269.0 $602K 0.17% NEW $72.78 +6.3%
37 STX SEAGATE TECHNOLOGY HLDNGS PL Technology 1,475.0 $578K 0.16% NEW $391.76 +158.0%
38 WM WASTE MGMT INC DEL Industrials 2,510.0 $577K 0.16% NEW $229.79 -2.7%
39 MRSH MARSH & MCLENNAN COS INC Financial Services 3,317.0 $575K 0.16% NEW $173.45 -4.9%
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 35.3%
Financial Services 11.1%
Communication Services 11.1%
Consumer Cyclical 9.8%
Healthcare 9.4%
Industrials 8.2%
Consumer Defensive 5.3%
Energy 4.2%
Utilities 2.5%
Basic Materials 1.6%