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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 7 of 11  ·  210 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 MGM MGM RESORTS INTERNATIONAL Consumer Cyclical 20,000.0 $730K 0.19% NEW $36.49 +28.0%
122 PLD PROLOGIS INC. Real Estate 5,600.0 $715K 0.18% NEW $127.66 +9.6%
123 USB US BANCORP DEL Financial Services 13,271.0 $708K 0.18% NEW $53.36 +13.9%
124 DUK DUKE ENERGY CORP NEW Utilities 6,000.0 $703K 0.18% NEW $117.21 +8.6%
125 ZION ZIONS BANCORPORATION N A Financial Services 12,000.0 $702K 0.18% NEW $58.54 +17.6%
126 MDLZ MONDELEZ INTL INC Consumer Defensive 13,000.0 $700K 0.18% NEW $53.83 +14.7%
127 ABBV ABBVIE INC Healthcare 2,962.0 $677K 0.17% NEW $228.49 +6.5%
128 SSSS SURO CAPITAL CORP Financial Services 71,507.0 $675K 0.17% NEW $9.44 +26.5%
129 BSX BOSTON SCIENTIFIC CORP Healthcare 7,000.0 $667K 0.17% NEW $95.35 -53.5%
130 RPRX ROYALTY PHARMA PLC Healthcare 17,000.0 $657K 0.17% NEW $38.64 +42.2%
131 KOP KOPPERS HOLDINGS INC Basic Materials 24,000.0 $650K 0.17% NEW $27.08 +63.8%
132 TFC TRUIST FINL CORP Financial Services 13,123.0 $646K 0.17% NEW $49.21 +2.6%
133 CSL CARLISLE COS INC Industrials 2,000.0 $640K 0.17% NEW $319.86 +20.5%
134 NKE NIKE INC Consumer Cyclical 10,000.0 $637K 0.17% NEW $63.71 -36.3%
135 PBI PITNEY BOWES INC Industrials 59,800.0 $632K 0.16% NEW $10.57 +65.8%
136 ADBE ADOBE INC Technology 1,800.0 $630K 0.16% NEW $349.99 -44.2%
137 LUV SOUTHWEST AIRLS CO Industrials 15,000.0 $620K 0.16% NEW $41.33 +24.4%
138 EQIX EQUINIX INC Real Estate 800.0 $613K 0.16% NEW $766.16 +41.7%
139 SPG SIMON PPTY GROUP INC NEW Real Estate 3,300.0 $611K 0.16% NEW $185.11 +22.0%
140 LCII LCI INDS Consumer Cyclical 5,000.0 $607K 0.16% NEW $121.34 -21.4%
Page 7 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%