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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 6 of 11  ·  210 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 THO THOR INDS INC Consumer Cyclical 8,200.0 $842K 0.22% NEW $102.67 -25.5%
102 NI NISOURCE INC Utilities 20,000.0 $835K 0.22% NEW $41.76 +14.8%
103 TMUS T-MOBILE US INC Communication Services 4,102.0 $833K 0.21% NEW $203.04 -10.0%
104 DLTR DOLLAR TREE INC Consumer Defensive 6,700.0 $824K 0.21% NEW $123.01 -5.5%
105 SANDISK CORP 3,466.0 $823K 0.21% NEW $237.38
106 ASTRAZENECA PLC 8,921.0 $820K 0.21% NEW $91.93
107 AXP AMERICAN EXPRESS CO Financial Services 2,200.0 $814K 0.21% NEW $369.95 -7.7%
108 ADI ANALOG DEVICES INC Technology 3,000.0 $814K 0.21% NEW $271.20 +54.8%
109 KBR KBR INC Industrials 20,000.0 $804K 0.21% NEW $40.20 -19.4%
110 COHR COHERENT CORP Technology 4,349.0 $803K 0.21% NEW $184.57 +117.4%
111 UPS UNITED PARCEL SERVICE INC Industrials 8,000.0 $794K 0.20% NEW $99.19 +9.4%
112 INTC INTEL CORP Technology 21,500.0 $793K 0.20% NEW $36.90 +255.4%
113 MLM MARTIN MARIETTA MATLS INC Basic Materials 1,270.0 $791K 0.20% NEW $622.66 +0.7%
114 HL HECLA MNG CO Basic Materials 41,000.0 $787K 0.20% NEW $19.19 -21.2%
115 MTZ MASTEC INC Industrials 3,600.0 $783K 0.20% NEW $217.37 +84.1%
116 CENCORA INC 2,300.0 $777K 0.20% NEW $337.75
117 LHX L3HARRIS TECHNOLOGIES INC Industrials 2,600.0 $763K 0.20% NEW $293.57 -1.6%
118 TSLA TESLA INC Consumer Cyclical 1,690.0 $760K 0.20% NEW $449.72 -16.9%
119 DAL DELTA AIR LINES INC DEL Industrials 10,900.0 $756K 0.20% NEW $69.40 +31.5%
120 GD GENERAL DYNAMICS CORP Industrials 2,200.0 $741K 0.19% NEW $336.66 +2.3%
Page 6 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%