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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 11 of 14  ·  277 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 CTVA CORTEVA INC Basic Materials 4,290.0 $363K 0.09% -285.0 -6.2% $84.69 -2.7%
202 CAH CARDINAL HEALTH INC Healthcare 1,502.0 $357K 0.09% -107.0 -6.7% $237.56 -1.0%
203 AME AMETEK INC Industrials 1,470.0 $356K 0.09% -89.0 -5.7% $241.94 +0.7%
204 FAST FASTENAL CO Industrials 7,363.0 $354K 0.09% -410.0 -5.3% $48.03 +6.5%
205 ROK ROCKWELL AUTOMATION INC Industrials 714.0 $353K 0.09% -46.0 -6.0% $495.08 -12.5%
206 CENCORA INC 1,248.0 $353K 0.09% -65.0 -5.0% $282.98
207 BKR BAKER HUGHES COMPANY Energy 6,363.0 $353K 0.09% -318.0 -4.8% $55.50 +11.9%
208 OKE ONEOK INC NEW Energy 4,041.0 $351K 0.09% -219.0 -5.1% $86.94 +8.9%
209 APOS APOLLO GLOBAL MGMT INC 2,958.0 $350K 0.09% -186.0 -5.9% $118.31
210 F FORD MTR CO Consumer Cyclical 25,103.0 $349K 0.09% -1K -5.3% $13.90 +0.5%
211 LHX L3HARRIS TECHNOLOGIES INC Industrials 1,195.0 $347K 0.09% -72.0 -5.7% $290.59 -9.8%
212 AFL AFLAC INC Financial Services 2,938.0 $344K 0.09% -256.0 -8.0% $117.25 -0.6%
213 AZO AUTOZONE INC Consumer Cyclical 106.0 $339K 0.09% -7.0 -6.2% $3195.94 -8.2%
214 ENTERGY CORP NEW 2,937.0 $337K 0.09% -88.0 -2.9% $114.86
215 EW EDWARDS LIFESCIENCES CORP Healthcare 3,693.0 $334K 0.09% -236.0 -6.0% $90.46 -0.6%
216 FITB FIFTH THIRD BANCORP Financial Services 5,813.0 $328K 0.08% -276.0 -4.5% $56.37 -2.7%
217 NUE NUCOR CORP Basic Materials 1,461.0 $325K 0.08% -89.0 -5.7% $222.75 +13.3%
218 VST VISTRA CORP Utilities 2,033.0 $322K 0.08% -124.0 -5.8% $158.63 -11.9%
219 PSA PUBLIC STORAGE Real Estate 1,013.0 $322K 0.08% -56.0 -5.2% $318.31 -2.2%
220 EBAY EBAY INC. Consumer Cyclical 2,848.0 $318K 0.08% -213.0 -7.0% $111.75 -8.5%
Page 11 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%