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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 3 of 14  ·  277 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 PLTR PALANTIR TECHNOLOGIES INC Technology 14,727.0 $1.7M 0.44% -740.0 -4.8% $116.67 +59.4%
42 IBM INTERNATIONAL BUSINESS MACHS Technology 6,028.0 $1.7M 0.43% -301.0 -4.8% $281.21 -15.1%
43 RTX RTX CORPORATION Industrials 8,637.0 $1.6M 0.42% -441.0 -4.9% $189.73 +11.8%
44 WFC WELLS FARGO & CO Financial Services 19,628.0 $1.6M 0.42% -2K -7.7% $82.64 +2.8%
45 MS MORGAN STANLEY Financial Services 7,689.0 $1.6M 0.41% -490.0 -6.0% $209.04 +2.8%
46 ORCL ORACLE CORP Technology 10,884.0 $1.6M 0.41% -505.0 -4.4% $146.55 +3.7%
47 LIN LINDE PLC Basic Materials 2,965.0 $1.5M 0.40% -197.0 -6.2% $518.94 -6.5%
48 C CITIGROUP INC Financial Services 10,939.0 $1.5M 0.39% -1K -9.7% $139.96 -5.2%
49 WDC WESTERN DIGITAL CORP Technology 2,211.0 $1.4M 0.36% -104.0 -4.5% $638.72 -27.7%
50 APH AMPHENOL CORP Technology 7,891.0 $1.4M 0.36% -397.0 -4.8% $176.32 -8.5%
51 STX SEAGATE TECHNOLOGY HLDNGS PL Technology 1,438.0 $1.4M 0.36% -37.0 -2.5% $965.00 -12.2%
52 GLW CORNING INC Technology 5,023.0 $1.3M 0.33% -260.0 -4.9% $255.43 -40.2%
53 AMGN AMGEN INC Healthcare 3,462.0 $1.3M 0.32% -184.0 -5.0% $362.12 +20.7%
54 QCOM QUALCOMM INC Technology 6,760.0 $1.2M 0.32% -492.0 -6.8% $184.79 -10.8%
55 CRWD CROWDSTRIKE HLDGS INC Technology 1,633.0 $1.2M 0.32% -66.0 -3.9% $190.79 +19.5%
56 ADI ANALOG DEVICES INC Technology 3,131.0 $1.2M 0.32% -200.0 -6.0% $397.17 -5.7%
57 MCD MCDONALDS CORP Consumer Cyclical 4,557.0 $1.2M 0.32% -265.0 -5.5% $270.31 -3.8%
58 TMO THERMO FISHER SCIENTIFIC INC Healthcare 2,384.0 $1.2M 0.31% -160.0 -6.3% $501.36 +25.8%
59 PEP PEPSICO INC Consumer Defensive 8,766.0 $1.2M 0.30% -492.0 -5.3% $135.40 +3.2%
60 NEE NEXTERA ENERGY INC Utilities 13,375.0 $1.2M 0.30% -726.0 -5.2% $87.77 -4.9%
Page 3 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%