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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 4 of 9  ·  162 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 ROST ROSS STORES INC Consumer Cyclical 2,202.0 $477K 0.13% NEW $216.63 +1.2%
62 RCL ROYAL CARIBBEAN GROUP Consumer Cyclical 1,717.0 $472K 0.13% NEW $275.18 +16.5%
63 AON AON PLC Financial Services 1,455.0 $470K 0.13% NEW $322.78 -1.1%
64 ITW ILLINOIS TOOL WKS INC Industrials 1,787.0 $465K 0.13% NEW $260.29 +3.1%
65 MCO MOODYS CORP Financial Services 1,039.0 $453K 0.13% NEW $436.25 +1.8%
66 TDG TRANSDIGM GROUP INC Industrials 381.0 $442K 0.12% NEW $1158.96 +14.6%
67 ELV ELEVANCE HEALTH INC FORMERLY Healthcare 1,505.0 $441K 0.12% NEW $292.75 +31.8%
68 TRV TRAVELERS COMPANIES INC Financial Services 1,510.0 $440K 0.12% NEW $291.68 +9.6%
69 APD AIR PRODUCTS AND CHEMICALS I Basic Materials 1,507.0 $438K 0.12% NEW $290.49 -3.4%
70 NSC NORFOLK SOUTHN CORP Industrials 1,519.0 $436K 0.12% NEW $287.00 +8.1%
71 KKR KKR & CO INC Financial Services 4,647.0 $430K 0.12% NEW $92.50 +0.0%
72 SRE SEMPRA Utilities 4,419.0 $429K 0.12% NEW $97.17 -4.2%
73 TEL TE CONNECTIVITY PLC Technology 1,992.0 $416K 0.12% NEW $209.02 -4.5%
74 PCAR PACCAR INC Industrials 3,556.0 $411K 0.12% NEW $115.50 +4.2%
75 DLR DIGITAL RLTY TR INC Real Estate 2,186.0 $394K 0.11% NEW $180.21 +6.6%
76 CTAS CINTAS CORP Industrials 2,313.0 $391K 0.11% NEW $169.14 +0.4%
77 O REALTY INCOME CORP Real Estate 6,229.0 $381K 0.11% NEW $61.18 +1.2%
78 DASH DOORDASH INC Communication Services 2,531.0 $380K 0.11% NEW $150.15 +17.3%
79 AJG GALLAGHER ARTHUR J & CO Financial Services 1,739.0 $377K 0.11% NEW $216.58 +0.9%
80 CIEN CIENA CORP Technology 955.0 $371K 0.10% NEW $388.23 +26.4%
Page 4 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%