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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 12 of 14  ·  277 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 MCHP MICROCHIP TECHNOLOGY INC. Technology 3,471.0 $317K 0.08% -188.0 -5.1% $91.20 -17.2%
222 NKE NIKE INC Consumer Cyclical 7,693.0 $316K 0.08% -360.0 -4.5% $41.05 -6.4%
223 EXC EXELON CORP Utilities 6,563.0 $306K 0.08% -278.0 -4.1% $46.62 -5.7%
224 STT STATE STR CORP Financial Services 1,775.0 $301K 0.08% -116.0 -6.1% $169.60 +14.0%
225 EA ELECTRONIC ARTS INC Communication Services 1,445.0 $296K 0.08% -75.0 -4.9% $205.04 +2.3%
226 MET METLIFE INC Financial Services 3,467.0 $293K 0.07% -280.0 -7.5% $84.61 +13.8%
227 WAB WABTEC Industrials 1,088.0 $293K 0.07% -70.0 -6.0% $269.60 +10.3%
228 AXON AXON ENTERPRISE INC Industrials 517.0 $290K 0.07% -17.0 -3.2% $560.61 +9.0%
229 KDP KEURIG DR PEPPER INC Consumer Defensive 8,726.0 $286K 0.07% -473.0 -5.1% $32.73 -2.6%
230 UAL UNITED AIRLS HLDGS INC Industrials 2,082.0 $283K 0.07% -110.0 -5.0% $135.99 -17.4%
231 YUM YUM BRANDS INC Consumer Cyclical 1,768.0 $283K 0.07% -112.0 -6.0% $159.86 -5.7%
232 CMG CHIPOTLE MEXICAN GRILL INC Consumer Cyclical 8,227.0 $280K 0.07% -726.0 -8.1% $34.00 +9.5%
233 TTWO TAKE-TWO INTERACTIVE SOFTWAR Communication Services 1,116.0 $279K 0.07% -60.0 -5.1% $249.98 -6.8%
234 VTR VENTAS INC Real Estate 3,118.0 $277K 0.07% -63.0 -2.0% $88.80 +4.6%
235 DHI D R HORTON INC Consumer Cyclical 1,692.0 $276K 0.07% -162.0 -8.7% $162.88 -10.8%
236 RSG REPUBLIC SVCS INC Industrials 1,283.0 $273K 0.07% -79.0 -5.8% $213.08 +2.9%
237 BDX BECTON DICKINSON & CO Healthcare 1,767.0 $267K 0.07% -174.0 -9.0% $151.33 +24.3%
238 IDXX IDEXX LABS INC Healthcare 506.0 $266K 0.07% -35.0 -6.5% $526.44 +3.5%
239 AMP AMERIPRISE FINL INC Financial Services 577.0 $265K 0.07% -52.0 -8.3% $458.76 +21.1%
240 ADSK AUTODESK INC Technology 1,354.0 $263K 0.07% -88.0 -6.1% $194.42 +39.2%
Page 12 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%