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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 10 of 15  ·  297 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 BKR BAKER HUGHES COMPANY Energy 6,681.0 $408K 0.12% +2K +33.6% $61.05 -5.8%
182 TFC TRUIST FINL CORP Financial Services 8,662.0 $398K 0.11% -4K -34.0% $45.97 +10.2%
183 DLR DIGITAL RLTY TR INC Real Estate 2,186.0 $394K 0.11% NEW $180.21 +5.7%
184 CTAS CINTAS CORP Industrials 2,313.0 $391K 0.11% NEW $169.14 +0.9%
185 OKE ONEOK INC NEW Energy 4,260.0 $385K 0.11% -10K -69.6% $90.39 -1.6%
186 CTVA CORTEVA INC Basic Materials 4,575.0 $383K 0.11% -18K -80.1% $83.71 -3.7%
187 AZO AUTOZONE INC Consumer Cyclical 113.0 $382K 0.11% -37.0 -24.7% $3377.78 -9.4%
188 O REALTY INCOME CORP Real Estate 6,229.0 $381K 0.11% NEW $61.18 +0.4%
189 DASH DOORDASH INC Communication Services 2,531.0 $380K 0.11% NEW $150.15 +17.9%
190 AJG GALLAGHER ARTHUR J & CO Financial Services 1,739.0 $377K 0.11% NEW $216.58 +2.2%
191 TGT TARGET CORP Consumer Defensive 3,077.0 $373K 0.10% -2K -38.5% $121.20 +16.2%
192 CIEN CIENA CORP Technology 955.0 $371K 0.10% NEW $388.23 +22.6%
193 HOOD ROBINHOOD MKTS INC Financial Services 5,324.0 $369K 0.10% NEW $69.30 +36.9%
194 ALL ALLSTATE CORP Financial Services 1,772.0 $367K 0.10% NEW $207.34 +12.7%
195 TRGP TARGA RES CORP Energy 1,453.0 $364K 0.10% NEW $250.73 +8.1%
196 ABNB AIRBNB INC Consumer Cyclical 2,880.0 $364K 0.10% NEW $126.28 +13.3%
197 FAST FASTENAL CO Industrials 7,773.0 $361K 0.10% NEW $46.40 +0.8%
198 D DOMINION ENERGY INC Utilities 5,781.0 $357K 0.10% NEW $61.82 +11.4%
199 MPWR MONOLITHIC PWR SYS INC Technology 324.0 $354K 0.10% NEW $1093.35 +32.0%
200 ZTS ZOETIS INC Healthcare 2,984.0 $353K 0.10% NEW $118.21 -33.4%
Page 10 of 15  ·  297 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%