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Portfolio (Quarterly) Guide ↗

Supplemental Annuity Collective Trust of NJ

· CIK 0001483065
13F Portfolio $387M AUM Filed Jan 29, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 210 New
Page 4 of 11  ·  210 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 MTSI MACOM TECH SOLUTIONS HLDGS I Technology 8,000.0 $1.4M 0.35% NEW $171.28 +122.0%
62 BMY BRISTOL-MYERS SQUIBB CO Healthcare 25,000.0 $1.3M 0.35% NEW $53.94 +3.8%
63 PEP PEPSICO INC Consumer Defensive 9,000.0 $1.3M 0.33% NEW $143.52 -1.8%
64 PNC PNC FINL SVCS GROUP INC Financial Services 6,000.0 $1.3M 0.32% NEW $208.73 +18.9%
65 MDT MEDTRONIC PLC Healthcare 13,000.0 $1.2M 0.32% NEW $96.06 -14.4%
66 COP CONOCOPHILLIPS Energy 13,300.0 $1.2M 0.32% NEW $93.61 +13.9%
67 FDX FEDEX CORP Industrials 4,300.0 $1.2M 0.32% NEW $288.86 +12.8%
68 CEG CONSTELLATION ENERGY CORP Utilities 3,450.0 $1.2M 0.32% NEW $353.27 -22.8%
69 FCX FREEPORT-MCMORAN INC Basic Materials 23,900.0 $1.2M 0.31% NEW $50.79 +23.4%
70 BA BOEING CO Industrials 5,564.0 $1.2M 0.31% NEW $217.12 +2.8%
71 CMCSA COMCAST CORP NEW Communication Services 40,000.0 $1.2M 0.31% NEW $29.89 -23.5%
72 ADSK AUTODESK INC Technology 4,000.0 $1.2M 0.31% NEW $296.01 -35.3%
73 CVX CHEVRON CORP NEW Energy 7,700.0 $1.2M 0.30% NEW $152.41 +12.5%
74 AEP AMERICAN ELEC PWR CO INC Utilities 10,000.0 $1.2M 0.30% NEW $115.31 +17.8%
75 SYK STRYKER CORPORATION Healthcare 3,280.0 $1.2M 0.30% NEW $351.47 -8.4%
76 TXT TEXTRON INC Industrials 13,200.0 $1.2M 0.30% NEW $87.17 +0.6%
77 MET METLIFE INC Financial Services 14,000.0 $1.1M 0.29% NEW $78.94 +9.2%
78 OSIS OSI SYSTEMS INC Technology 4,200.0 $1.1M 0.28% NEW $255.06 -14.9%
79 CCI CROWN CASTLE INC Real Estate 12,000.0 $1.1M 0.28% NEW $88.87 -10.6%
80 VZ VERIZON COMMUNICATIONS INC Communication Services 25,800.0 $1.1M 0.27% NEW $40.73 +13.0%
Page 4 of 11  ·  210 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 35.1%
Financial Services 12.2%
Communication Services 11.5%
Healthcare 10.3%
Industrials 8.8%
Consumer Cyclical 8.0%
Consumer Defensive 4.4%
Utilities 3.3%
Energy 3.1%
Basic Materials 1.8%