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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 6 of 9  ·  162 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 TER TERADYNE INC Technology 1,060.0 $314K 0.09% NEW $296.46 +52.4%
102 EA ELECTRONIC ARTS INC Communication Services 1,520.0 $310K 0.09% NEW $203.87 +0.4%
103 F FORD MTR CO Consumer Cyclical 26,499.0 $306K 0.09% NEW $11.54 +23.5%
104 BDX BECTON DICKINSON & CO Healthcare 1,941.0 $305K 0.09% NEW $157.23 -3.3%
105 IDXX IDEXX LABS INC Healthcare 541.0 $304K 0.09% NEW $561.89 +0.3%
106 CVNA CARVANA CO Consumer Cyclical 958.0 $301K 0.09% NEW $314.38 -78.5%
107 KR KROGER CO Consumer Defensive 4,128.0 $299K 0.08% NEW $72.36 -19.2%
108 RSG REPUBLIC SVCS INC Industrials 1,362.0 $298K 0.08% NEW $219.02 -2.1%
109 YUM YUM BRANDS INC Consumer Cyclical 1,880.0 $292K 0.08% NEW $155.48 -2.6%
110 PSA PUBLIC STORAGE OPER CO Real Estate 1,069.0 $290K 0.08% NEW $270.88 +16.5%
111 WAB WABTEC Industrials 1,158.0 $289K 0.08% NEW $249.91 +12.9%
112 CMG CHIPOTLE MEXICAN GRILL INC Consumer Cyclical 8,953.0 $287K 0.08% NEW $32.01 +0.3%
113 FITB FIFTH THIRD BANCORP Financial Services 6,089.0 $283K 0.08% NEW $46.46 +20.5%
114 AMP AMERIPRISE FINL INC Financial Services 629.0 $280K 0.08% NEW $444.40 +3.8%
115 EBAY EBAY INC. Consumer Cyclical 3,061.0 $279K 0.08% NEW $91.02 +18.6%
116 ED CONSOLIDATED EDISON INC Utilities 2,444.0 $277K 0.08% NEW $113.18 -1.8%
117 MSCI MSCI INC Financial Services 509.0 $274K 0.08% NEW $539.01 +5.8%
118 PEG PUBLIC SVC ENTERPRISE GROUP Utilities 3,380.0 $274K 0.08% NEW $80.95 +1.9%
119 COIN COINBASE GLOBAL INC Financial Services 1,545.0 $270K 0.08% NEW $174.61 -16.7%
120 EQT EQT CORP Energy 4,226.0 $269K 0.08% NEW $63.64 -18.8%
Page 6 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%