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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 4 of 5  ·  98 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 FDX FEDEX CORP Industrials 1,470.0 $524K 0.15% -3K -65.8% $356.18 -8.5%
62 MDLZ MONDELEZ INTL INC Consumer Defensive 8,737.0 $504K 0.14% -4K -32.8% $57.64 +8.3%
63 UPS UNITED PARCEL SVCS INC Industrials 5,004.0 $492K 0.14% -3K -37.5% $98.38 +10.4%
64 CI THE CIGNA GROUP Healthcare 1,809.0 $483K 0.14% -4K -67.6% $266.75 +6.1%
65 AEP AMERICAN ELEC PWR CO INC Utilities 3,625.0 $475K 0.13% -6K -63.8% $131.08 +3.9%
66 GM GENERAL MTRS CO Consumer Cyclical 6,317.0 $471K 0.13% -16K -71.3% $74.50 +7.3%
67 CL COLGATE PALMOLIVE CO Consumer Defensive 5,458.0 $465K 0.13% -542.0 -9.0% $85.23 +7.6%
68 ECL ECOLAB INC Basic Materials 1,726.0 $459K 0.13% -274.0 -13.7% $266.02 +6.0%
69 KMI KINDER MORGAN INC DEL Energy 13,256.0 $444K 0.12% -19K -58.6% $33.53 -1.1%
70 LHX L3HARRIS TECHNOLOGIES INC Industrials 1,267.0 $437K 0.12% -1K -51.3% $345.15 -16.2%
71 NKE NIKE INC Consumer Cyclical 8,053.0 $425K 0.12% -2K -19.5% $52.82 -22.7%
72 CENCORA INC 1,313.0 $412K 0.12% -987.0 -42.9% $314.14
73 SPG SIMON PPTY GROUP INC NEW Real Estate 2,210.0 $412K 0.12% -1K -33.0% $186.53 +20.0%
74 TFC TRUIST FINL CORP Financial Services 8,662.0 $398K 0.11% -4K -34.0% $45.97 +10.3%
75 OKE ONEOK INC NEW Energy 4,260.0 $385K 0.11% -10K -69.6% $90.39 -1.5%
76 CTVA CORTEVA INC Basic Materials 4,575.0 $383K 0.11% -18K -80.1% $83.71 -3.3%
77 AZO AUTOZONE INC Consumer Cyclical 113.0 $382K 0.11% -37.0 -24.7% $3377.78 -8.9%
78 TGT TARGET CORP Consumer Defensive 3,077.0 $373K 0.10% -2K -38.5% $121.20 +16.4%
79 ADSK AUTODESK INC Technology 1,442.0 $345K 0.10% -3K -64.0% $239.40 -20.5%
80 LITE LUMENTUM HLDGS INC Technology 483.0 $339K 0.10% -5K -91.4% $702.76 +19.2%
Page 4 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%