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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 3 of 5  ·  98 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 BMY BRISTOL-MYERS SQUIBB CO Healthcare 13,784.0 $836K 0.24% -11K -44.9% $60.65 -7.7%
42 COF CAPITAL ONE FINL CORP Financial Services 4,305.0 $785K 0.22% -5K -52.6% $182.43 +13.2%
43 SYK STRYKER CORPORATION Healthcare 2,330.0 $766K 0.22% -950.0 -29.0% $328.59 -2.5%
44 MDT MEDTRONIC PLC Healthcare 8,684.0 $752K 0.21% -4K -33.2% $86.65 -5.2%
45 MCK MCKESSON CORP Healthcare 836.0 $723K 0.20% -924.0 -52.5% $865.36 -9.9%
46 CMCSA COMCAST CORP NEW Communication Services 24,609.0 $707K 0.20% -15K -38.5% $28.71 -20.3%
47 DUK DUKE ENERGY CORP NEW Utilities 5,266.0 $690K 0.19% -734.0 -12.2% $130.94 -2.6%
48 TMUS T-MOBILE US INC Communication Services 3,257.0 $684K 0.19% -845.0 -20.6% $210.03 -13.5%
49 EQIX EQUINIX INC Real Estate 665.0 $652K 0.18% -135.0 -16.9% $980.24 +9.8%
50 SANDISK CORP 999.0 $635K 0.18% -2K -71.2% $635.34
51 HWM HOWMET AEROSPACE INC Industrials 2,722.0 $627K 0.18% -18K -87.0% $230.46 +20.7%
52 WDC WESTERN DIGITAL CORP Technology 2,315.0 $626K 0.18% -8K -77.7% $270.49 +148.1%
53 CVS CVS HEALTH CORP Healthcare 8,595.0 $617K 0.17% -3K -28.4% $71.82 +45.2%
54 CEG CONSTELLATION ENERGY CORP Utilities 2,115.0 $591K 0.17% -1K -38.7% $279.25 -3.1%
55 GD GENERAL DYNAMICS CORP Industrials 1,717.0 $589K 0.17% -483.0 -21.9% $343.22 +0.8%
56 BX BLACKSTONE INC Financial Services 5,000.0 $575K 0.16% -1K -16.7% $114.99 -0.6%
57 FCX FREEPORT MCMORAN INC Basic Materials 9,723.0 $572K 0.16% -14K -59.3% $58.78 +5.8%
58 PNC PNC FINL SVCS GROUP INC Financial Services 2,655.0 $552K 0.16% -3K -55.8% $208.09 +18.3%
59 USB US BANCORP Financial Services 10,524.0 $547K 0.15% -3K -20.7% $52.01 +17.9%
60 AMT AMERICAN TOWER CORP Real Estate 3,170.0 $547K 0.15% -2K -36.6% $172.58 -2.9%
Page 3 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%