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Portfolio (Quarterly) Guide ↗

Supplemental Annuity Collective Trust of NJ

· CIK 0001483065
13F Portfolio $389M AUM 298 positions Filed Jul 27, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 13 New 5 Added 277 Reduced 12 Exited
Page 10 of 14  ·  277 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 KMI KINDER MORGAN INC DEL Energy 12,557.0 $401K 0.10% -699.0 -5.3% $31.97 -1.3%
182 REGN REGENERON PHARMACEUTICALS Healthcare 641.0 $400K 0.10% -41.0 -6.0% $623.54 +29.5%
183 TFC TRUIST FINL CORP Financial Services 7,991.0 $398K 0.10% -671.0 -7.8% $49.82 +1.0%
184 ALL ALLSTATE CORP Financial Services 1,651.0 $393K 0.10% -121.0 -6.8% $237.94 +8.3%
185 DAL DELTA AIR LINES INC Industrials 4,191.0 $393K 0.10% -201.0 -4.6% $93.66 -13.4%
186 SRE SEMPRA Utilities 4,193.0 $389K 0.10% -226.0 -5.1% $92.71 -8.6%
187 HCA HCA HEALTHCARE INC Healthcare 996.0 $388K 0.10% -86.0 -8.0% $389.89 +7.6%
188 D DOMINION ENERGY INC Utilities 5,641.0 $385K 0.10% -140.0 -2.4% $68.29 -2.7%
189 KEYS KEYSIGHT TECHNOLOGIES INC Technology 1,100.0 $385K 0.10% -64.0 -5.5% $350.07 -6.9%
190 HPE HEWLETT PACKARD ENTERPRISE C Technology 8,510.0 $384K 0.10% -424.0 -4.8% $45.11 +20.6%
191 ABNB AIRBNB INC Consumer Cyclical 2,681.0 $384K 0.10% -199.0 -6.9% $143.10 +28.9%
192 DLR DIGITAL RLTY TR INC Real Estate 2,119.0 $381K 0.10% -67.0 -3.1% $179.58 +7.0%
193 TGT TARGET CORP Consumer Defensive 2,913.0 $380K 0.10% -164.0 -5.3% $130.61 +27.0%
194 GWW WW GRAINGER INC Industrials 279.0 $380K 0.10% -17.0 -5.7% $1360.40 -2.9%
195 AJG GALLAGHER ARTHUR J & CO Financial Services 1,648.0 $378K 0.10% -91.0 -5.2% $229.57 +13.3%
196 TEL TE CONNECTIVITY PLC Technology 1,872.0 $377K 0.10% -120.0 -6.0% $201.61 +0.7%
197 CTAS CINTAS CORP Industrials 2,181.0 $371K 0.10% -132.0 -5.7% $170.08 +20.0%
198 O REALTY INCOME CORP Real Estate 5,981.0 $371K 0.10% -248.0 -4.0% $61.96 -0.3%
199 TRGP TARGA RES CORP Energy 1,377.0 $369K 0.10% -76.0 -5.2% $268.14 +7.8%
200 CARR CARRIER GLOBAL CORPORATION Industrials 5,008.0 $367K 0.09% -352.0 -6.6% $73.35 -19.8%
Page 10 of 14  ·  277 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 42.1%
Financial Services 10.4%
Consumer Cyclical 9.6%
Healthcare 9.0%
Industrials 8.0%
Communication Services 7.9%
Consumer Defensive 4.6%
Energy 3.2%
Utilities 2.3%
Real Estate 1.5%