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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 9 of 14  ·  277 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 TRV TRAVELERS COMPANIES INC Financial Services 1,364.0 $450K 0.12% -146.0 -9.7% $330.12 +12.1%
162 DASH DOORDASH INC Communication Services 2,427.0 $448K 0.12% -104.0 -4.1% $184.53 +28.3%
163 ICE INTERCONTINENTAL EXCHANGE IN Financial Services 3,627.0 $447K 0.12% -234.0 -6.1% $123.11 +31.9%
164 FIX COMFORT SYS USA INC Industrials 225.0 $446K 0.12% -13.0 -5.5% $1981.95 -23.4%
165 SLB SLB LIMITED Energy 9,589.0 $446K 0.11% -527.0 -5.2% $46.49 +23.3%
166 GM GENERAL MTRS CO Consumer Cyclical 5,783.0 $446K 0.11% -534.0 -8.4% $77.08 +11.9%
167 CIEN CIENA CORP Technology 907.0 $445K 0.11% -48.0 -5.0% $490.56 -22.9%
168 EOG EOG RES INC Energy 3,416.0 $443K 0.11% -258.0 -7.0% $129.73 +10.5%
169 MSI MOTOROLA SOLUTIONS INC Technology 1,065.0 $442K 0.11% -63.0 -5.6% $415.29 +17.0%
170 FDX FEDEX CORP Industrials 1,408.0 $441K 0.11% -62.0 -4.2% $313.13 +5.7%
171 MNST MONSTER BEVERAGE CORP NEW Consumer Defensive 4,579.0 $440K 0.11% -250.0 -5.2% $96.12 -51.2%
172 ROST ROSS STORES INC Consumer Cyclical 2,066.0 $440K 0.11% -136.0 -6.2% $212.85 +7.4%
173 MCO MOODYS CORP Financial Services 964.0 $437K 0.11% -75.0 -7.2% $452.92 +13.7%
174 NOC NORTHROP GRUMMAN CORP Industrials 856.0 $436K 0.11% -52.0 -5.7% $509.31 +7.1%
175 MPWR MONOLITHIC PWR SYS INC Technology 315.0 $435K 0.11% -9.0 -2.8% $1382.36 -9.1%
176 PSX PHILLIPS 66 Energy 2,572.0 $435K 0.11% -156.0 -5.7% $169.05 +44.3%
177 APD AIR PRODUCTS AND CHEMICALS I Basic Materials 1,428.0 $419K 0.11% -79.0 -5.2% $293.18 +5.1%
178 KKR KKR & CO INC 4,434.0 $407K 0.10% -213.0 -4.6% $91.78
179 BSX BOSTON SCIENTIFIC CORP Healthcare 9,533.0 $407K 0.10% -504.0 -5.0% $42.68 +9.7%
180 PCAR PACCAR INC Industrials 3,376.0 $406K 0.10% -180.0 -5.1% $120.12 +4.3%
Page 9 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%