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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 3 of 9  ·  162 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 PWR QUANTA SVCS INC Industrials 1,010.0 $555K 0.16% NEW $549.02 +27.2%
42 JCI JOHNSON CONTROLS INTERNATION Industrials 4,138.0 $542K 0.15% NEW $130.95 +11.3%
43 EOG EOG RES INC Energy 3,674.0 $531K 0.15% NEW $144.57 -7.5%
44 ORLY OREILLY AUTOMOTIVE INC Consumer Cyclical 5,715.0 $528K 0.15% NEW $92.31 -5.9%
45 REGN REGENERON PHARMACEUTICALS Healthcare 682.0 $527K 0.15% NEW $772.64 -18.5%
46 MMM 3M CO Industrials 3,597.0 $522K 0.15% NEW $145.23 +15.5%
47 SLB SLB LIMITED Energy 10,116.0 $520K 0.15% NEW $51.39 -8.5%
48 CSX CSX CORP Industrials 12,608.0 $518K 0.15% NEW $41.05 +14.8%
49 CDNS CADENCE DESIGN SYSTEM INC Technology 1,843.0 $512K 0.14% NEW $277.87 +31.3%
50 HCA HCA HEALTHCARE INC Healthcare 1,082.0 $512K 0.14% NEW $473.24 -18.2%
51 VLO VALERO ENERGY CORP Energy 2,065.0 $510K 0.14% NEW $247.08 +2.1%
52 CMI CUMMINS INC Industrials 935.0 $503K 0.14% NEW $538.02 +33.9%
53 SHW SHERWIN WILLIAMS CO Basic Materials 1,561.0 $500K 0.14% NEW $320.55 +6.3%
54 SNPS SYNOPSYS INC Technology 1,258.0 $499K 0.14% NEW $396.48 +15.4%
55 EMR EMERSON ELEC CO Industrials 3,804.0 $498K 0.14% NEW $131.02 +10.7%
56 PSX PHILLIPS 66 Energy 2,728.0 $497K 0.14% NEW $182.18 -5.8%
57 MPC MARATHON PETE CORP Energy 2,035.0 $497K 0.14% NEW $244.18 +3.1%
58 MSI MOTOROLA SOLUTIONS INC Technology 1,128.0 $490K 0.14% NEW $433.97 -6.4%
59 HLT HILTON WORLDWIDE HLDGS INC Consumer Cyclical 1,574.0 $479K 0.14% NEW $304.08 +13.4%
60 CRH PLC 4,538.0 $477K 0.13% NEW $105.12
Page 3 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%