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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 5 of 9  ·  162 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 HOOD ROBINHOOD MKTS INC Financial Services 5,324.0 $369K 0.10% NEW $69.30 +35.9%
82 ALL ALLSTATE CORP Financial Services 1,772.0 $367K 0.10% NEW $207.34 +13.6%
83 TRGP TARGA RES CORP Energy 1,453.0 $364K 0.10% NEW $250.73 +9.1%
84 ABNB AIRBNB INC Consumer Cyclical 2,880.0 $364K 0.10% NEW $126.28 +13.4%
85 FAST FASTENAL CO Industrials 7,773.0 $361K 0.10% NEW $46.40 +1.8%
86 D DOMINION ENERGY INC Utilities 5,781.0 $357K 0.10% NEW $61.82 +12.5%
87 MPWR MONOLITHIC PWR SYS INC Technology 324.0 $354K 0.10% NEW $1093.35 +30.7%
88 ZTS ZOETIS INC Healthcare 2,984.0 $353K 0.10% NEW $118.21 -33.1%
89 AFL AFLAC INC Financial Services 3,194.0 $350K 0.10% NEW $109.71 +8.6%
90 APOS APOLLO GLOBAL MGMT INC Financial Services 3,144.0 $350K 0.10% NEW $111.42 -77.3%
91 FORTINET INC 4,280.0 $350K 0.10% NEW $81.72
92 CAH CARDINAL HEALTH INC Healthcare 1,609.0 $340K 0.10% NEW $211.31 +11.8%
93 ENTERGY CORP NEW 3,025.0 $340K 0.10% NEW $112.36
94 NXPI NXP SEMICONDUCTORS N V Technology 1,704.0 $335K 0.10% NEW $196.86 +51.7%
95 DELL DELL TECHNOLOGIES INC Technology 2,041.0 $335K 0.09% NEW $164.13 +144.9%
96 AME AMETEK INC Industrials 1,559.0 $334K 0.09% NEW $214.36 +12.9%
97 FIX COMFORT SYS USA INC Industrials 238.0 $328K 0.09% NEW $1378.99 +44.6%
98 VST VISTRA CORP Utilities 2,157.0 $324K 0.09% NEW $150.33 +11.0%
99 GWW WW GRAINGER INC Industrials 296.0 $323K 0.09% NEW $1090.81 +25.4%
100 XEL XCEL ENERGY INC Utilities 4,005.0 $318K 0.09% NEW $79.44 +3.4%
Page 5 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%