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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 6 of 14  ·  277 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 HWM HOWMET AEROSPACE INC Industrials 2,566.0 $690K 0.18% -156.0 -5.7% $268.86 -0.5%
102 CDNS CADENCE DESIGN SYSTEM INC Technology 1,769.0 $664K 0.17% -74.0 -4.0% $375.32 -7.4%
103 LMT LOCKHEED MARTIN CORP Industrials 1,301.0 $663K 0.17% -78.0 -5.7% $509.46 +11.1%
104 EQIX EQUINIX INC Real Estate 633.0 $660K 0.17% -32.0 -4.8% $1042.39 +3.3%
105 NOW SERVICENOW INC Technology 6,615.0 $657K 0.17% -409.0 -5.8% $99.28 +39.4%
106 MDT MEDTRONIC PLC Healthcare 8,235.0 $644K 0.17% -449.0 -5.2% $78.23 +15.0%
107 NEM NEWMONT CORP Basic Materials 6,847.0 $640K 0.16% -542.0 -7.3% $93.40 +41.6%
108 BK BANK OF NY MELLON CORP Financial Services 4,402.0 $637K 0.16% -320.0 -6.8% $144.61 -1.9%
109 PNC PNC FINL SVCS GROUP INC Financial Services 2,576.0 $634K 0.16% -79.0 -3.0% $246.22 -1.1%
110 DUK DUKE ENERGY CORP NEW Utilities 5,000.0 $633K 0.16% -266.0 -5.0% $126.58 -4.5%
111 CMI CUMMINS INC Industrials 885.0 $631K 0.16% -50.0 -5.3% $713.21 -19.5%
112 FORTINET INC 3,994.0 $614K 0.16% -286.0 -6.7% $153.62
113 USB US BANCORP Financial Services 9,956.0 $601K 0.15% -568.0 -5.4% $60.40 +3.3%
114 WMB WILLIAMS COS INC Energy 7,844.0 $583K 0.15% -425.0 -5.1% $74.34 -0.2%
115 MCK MCKESSON CORP Healthcare 771.0 $583K 0.15% -65.0 -7.8% $755.60 +17.9%
116 FCX FREEPORT MCMORAN INC Basic Materials 9,220.0 $580K 0.15% -503.0 -5.2% $62.89 +24.7%
117 GD GENERAL DYNAMICS CORP Industrials 1,628.0 $577K 0.15% -89.0 -5.2% $354.24 +7.3%
118 ADP AUTOMATIC DATA PROCESSING IN Industrials 2,564.0 $574K 0.15% -174.0 -6.4% $223.95 +27.1%
119 JCI JOHNSON CONTROLS INTERNATION Industrials 3,913.0 $572K 0.15% -225.0 -5.4% $146.11 -2.7%
120 CSX CSX CORP Industrials 11,918.0 $566K 0.14% -690.0 -5.5% $47.53 +8.4%
Page 6 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%