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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 2 of 5  ·  98 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 ORCL ORACLE CORP Technology 11,389.0 $1.7M 0.47% -6K -33.0% $147.11 +7.2%
22 GEV GE VERNOVA INC Utilities 1,837.0 $1.6M 0.45% -975.0 -34.7% $872.90 +21.2%
23 IBM INTERNATIONAL BUSINESS MACHS Technology 6,329.0 $1.5M 0.43% -2K -20.9% $242.39 +8.5%
24 T AT&T INC Communication Services 48,003.0 $1.4M 0.39% -19K -28.0% $28.99 -22.8%
25 C CITIGROUP INC Financial Services 12,115.0 $1.4M 0.39% -10K -45.4% $113.41 +26.6%
26 MS MORGAN STANLEY Financial Services 8,179.0 $1.3M 0.38% -3K -28.2% $164.57 +33.6%
27 NEE NEXTERA ENERGY INC Utilities 14,101.0 $1.3M 0.37% -6K -30.9% $92.88 -5.7%
28 TMO THERMO FISHER SCIENTIFIC INC Healthcare 2,544.0 $1.3M 0.35% -56.0 -2.1% $491.53 +0.1%
29 ABT ABBOTT LABORATORIES Healthcare 11,774.0 $1.2M 0.34% -2K -15.3% $102.67 -11.9%
30 TJX TJX COS INC NEW Consumer Cyclical 7,536.0 $1.2M 0.34% -3K -29.6% $159.70 +3.4%
31 DIS DISNEY WALT CO Communication Services 12,088.0 $1.2M 0.33% -5K -28.9% $96.38 +4.9%
32 COP CONOCOPHILLIPS Energy 8,367.0 $1.1M 0.31% -5K -37.1% $132.00 -19.0%
33 PFE PFIZER INC Healthcare 38,498.0 $1.1M 0.30% -2K -3.8% $28.08 -14.4%
34 BA BOEING CO Industrials 5,302.0 $1.1M 0.30% -262.0 -4.7% $199.03 +10.7%
35 DE DEERE & CO Industrials 1,702.0 $959K 0.27% -1K -43.3% $563.30 +6.6%
36 ETN EATON CORP PLC Industrials 2,630.0 $941K 0.27% -370.0 -12.3% $357.67 +13.1%
37 QCOM QUALCOMM INC Technology 7,252.0 $934K 0.26% -2K -20.3% $128.78 +53.3%
38 BKNG BOOKING HOLDINGS INC Consumer Cyclical 218.0 $918K 0.26% -82.0 -27.3% $4210.32 -95.7%
39 LOW LOWES COS INC Consumer Cyclical 3,797.0 $897K 0.25% -2K -35.6% $236.28 -6.3%
40 PANW PALO ALTO NETWORKS INC Technology 5,383.0 $863K 0.24% -2K -27.9% $160.32 +77.9%
Page 2 of 5  ·  98 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%