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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 14 of 14  ·  277 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 KMB KIMBERLY-CLARK CORP Consumer Defensive 2,129.0 $234K 0.06% -118.0 -5.2% $109.77 +0.2%
262 HIG HARTFORD INSURANCE GROUP INC Financial Services 1,758.0 $233K 0.06% -130.0 -6.9% $132.52 +4.0%
263 HBAN HUNTINGTON BANCSHARES INC Financial Services 13,002.0 $231K 0.06% -763.0 -5.5% $17.73 -4.9%
264 OXY OCCIDENTAL PETE CORP Energy 4,657.0 $226K 0.06% -213.0 -4.4% $48.57 +21.8%
265 NDAQ NASDAQ INC Financial Services 2,866.0 $226K 0.06% -188.0 -6.2% $78.82 +26.0%
266 MTB M & T BK CORP Financial Services 939.0 $223K 0.06% -102.0 -9.8% $238.01 +0.3%
267 MLM MARTIN MARIETTA MATLS INC Basic Materials 385.0 $222K 0.06% -23.0 -5.6% $576.70 -8.3%
268 ROP ROPER TECHNOLOGIES INC Industrials 647.0 $219K 0.06% -82.0 -11.2% $338.39 +24.9%
269 FANG DIAMONDBACK ENERGY INC Energy 1,245.0 $219K 0.06% -16.0 -1.3% $175.78 +14.1%
270 ACGL ARCH CAP GROUP LTD Financial Services 2,232.0 $217K 0.06% -213.0 -8.7% $97.06 +1.8%
271 EQT EQT CORP Energy 4,012.0 $213K 0.06% -214.0 -5.1% $53.17 +3.0%
272 CCI CROWN CASTLE INC Real Estate 2,799.0 $212K 0.05% -150.0 -5.1% $75.73 -0.9%
273 COIN COINBASE GLOBAL INC Financial Services 1,427.0 $209K 0.05% -118.0 -7.6% $146.19 +30.5%
274 PAYX PAYCHEX INC Industrials 2,068.0 $203K 0.05% -125.0 -5.7% $98.33 +28.6%
275 DTE DTE ENERGY CO Utilities 1,334.0 $203K 0.05% -72.0 -5.1% $152.37 -10.6%
276 KR KROGER CO Consumer Defensive 3,638.0 $202K 0.05% -490.0 -11.9% $55.53 +2.5%
277 AEE AMEREN CORP Utilities 1,775.0 $201K 0.05% -56.0 -3.1% $113.04 -5.6%
Page 14 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%