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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 7 of 9  ·  162 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 CBRE CBRE GROUP INC Real Estate 1,985.0 $269K 0.08% NEW $135.46 -0.5%
122 NUE NUCOR CORP Basic Materials 1,550.0 $262K 0.07% NEW $169.10 +42.2%
123 PCG PG&E CORP Utilities 14,882.0 $261K 0.07% NEW $17.57 -2.6%
124 DDOG DATADOG INC Technology 2,204.0 $260K 0.07% NEW $118.05 +88.6%
125 VTR VENTAS INC Real Estate 3,181.0 $260K 0.07% NEW $81.78 +5.9%
126 NDAQ NASDAQ INC Financial Services 3,054.0 $259K 0.07% NEW $84.89 -3.6%
127 ROP ROPER TECHNOLOGIES INC Industrials 729.0 $258K 0.07% NEW $353.86 -7.0%
128 GRMN GARMIN LTD Technology 1,107.0 $257K 0.07% NEW $232.01 +3.5%
129 HIG HARTFORD INSURANCE GROUP INC Financial Services 1,888.0 $255K 0.07% NEW $135.23 -2.0%
130 WEC WEC ENERGY GROUP INC Utilities 2,202.0 $255K 0.07% NEW $115.77 -0.1%
131 DHI D R HORTON INC Consumer Cyclical 1,854.0 $254K 0.07% NEW $137.22 +22.6%
132 FANG DIAMONDBACK ENERGY INC Energy 1,261.0 $249K 0.07% NEW $197.79 -8.0%
133 VMC VULCAN MATLS CO Basic Materials 895.0 $244K 0.07% NEW $272.30 +12.8%
134 ODFL OLD DOMINION FREIGHT LINE IN Industrials 1,246.0 $243K 0.07% NEW $195.40 +13.4%
135 KDP KEURIG DR PEPPER INC Consumer Defensive 9,199.0 $242K 0.07% NEW $26.33 +19.3%
136 STT STATE STR CORP Financial Services 1,891.0 $239K 0.07% NEW $126.56 +33.4%
137 ADM ARCHER DANIELS MIDLAND CO Consumer Defensive 3,254.0 $237K 0.07% NEW $72.69 +3.3%
138 MCHP MICROCHIP TECHNOLOGY INC. Technology 3,659.0 $236K 0.07% NEW $64.61 +48.2%
139 ACGL ARCH CAP GROUP LTD Financial Services 2,445.0 $235K 0.07% NEW $95.99 -0.9%
140 TTWO TAKE-TWO INTERACTIVE SOFTWAR Communication Services 1,176.0 $232K 0.07% NEW $197.50 +20.2%
Page 7 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%