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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 8 of 9  ·  162 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 SYY SYSCO CORP Consumer Defensive 3,242.0 $231K 0.07% NEW $71.33 +13.0%
142 AXON AXON ENTERPRISE INC Industrials 534.0 $227K 0.06% NEW $424.69 +7.5%
143 EME EMCOR GROUP INC Industrials 303.0 $224K 0.06% NEW $738.31 +14.7%
144 KVUE KENVUE INC Consumer Defensive 12,971.0 $224K 0.06% NEW $17.24 +9.0%
145 BLOCK INC 3,708.0 $223K 0.06% NEW $60.18
146 HAL HALLIBURTON CO Energy 5,698.0 $222K 0.06% NEW $38.99 -13.1%
147 RMD RESMED INC Healthcare 988.0 $222K 0.06% NEW $224.48 -12.5%
148 KMB KIMBERLY-CLARK CORP Consumer Defensive 2,247.0 $217K 0.06% NEW $96.47 +10.6%
149 HBAN HUNTINGTON BANCSHARES INC Financial Services 13,765.0 $215K 0.06% NEW $15.65 +12.3%
150 MTB M & T BK CORP Financial Services 1,041.0 $215K 0.06% NEW $206.72 +12.8%
151 HSY HERSHEY CO Consumer Defensive 1,003.0 $209K 0.06% NEW $207.89 -12.0%
152 DTE DTE ENERGY CO Utilities 1,406.0 $206K 0.06% NEW $146.22 +3.3%
153 IRM IRON MTN INC DEL Real Estate 2,001.0 $204K 0.06% NEW $102.14 +27.9%
154 FISV FISERV INC Technology 3,642.0 $203K 0.06% NEW $55.80 -13.6%
155 IBKR INTERACTIVE BROKERS GROUP IN Financial Services 3,016.0 $202K 0.06% NEW $67.07 +38.3%
156 PAYX PAYCHEX INC Industrials 2,193.0 $202K 0.06% NEW $92.12 +4.5%
157 UAL UNITED AIRLS HLDGS INC Industrials 2,192.0 $202K 0.06% NEW $92.07 +41.8%
158 AEE AMEREN CORP Utilities 1,831.0 $201K 0.06% NEW $109.92 +3.1%
159 ATO ATMOS ENERGY CORP Utilities 1,087.0 $201K 0.06% NEW $184.72 -6.6%
160 CTSH COGNIZANT TECHNOLOGY SOLUTIO Technology 3,268.0 $200K 0.06% NEW $61.35 -32.5%
Page 8 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%