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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 10 of 15  ·  298 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 NOC NORTHROP GRUMMAN CORP Industrials 856.0 $436K 0.11% -52.0 -5.7% $509.31 +7.1%
182 MPWR MONOLITHIC PWR SYS INC Technology 315.0 $435K 0.11% -9.0 -2.8% $1382.36 -9.1%
183 PSX PHILLIPS 66 Energy 2,572.0 $435K 0.11% -156.0 -5.7% $169.05 +44.3%
184 LITE LUMENTUM HLDGS INC Technology 499.0 $428K 0.11% +16.0 +3.3% $858.06 +5.1%
185 APD AIR PRODUCTS AND CHEMICALS I Basic Materials 1,428.0 $419K 0.11% -79.0 -5.2% $293.18 +4.8%
186 KKR KKR & CO INC 4,434.0 $407K 0.10% -213.0 -4.6% $91.78
187 BSX BOSTON SCIENTIFIC CORP Healthcare 9,533.0 $407K 0.10% -504.0 -5.0% $42.68 +9.4%
188 PCAR PACCAR INC Industrials 3,376.0 $406K 0.10% -180.0 -5.1% $120.12 +4.3%
189 KMI KINDER MORGAN INC DEL Energy 12,557.0 $401K 0.10% -699.0 -5.3% $31.97 -1.4%
190 REGN REGENERON PHARMACEUTICALS Healthcare 641.0 $400K 0.10% -41.0 -6.0% $623.54 +27.3%
191 TFC TRUIST FINL CORP Financial Services 7,991.0 $398K 0.10% -671.0 -7.8% $49.82 +1.3%
192 ALL ALLSTATE CORP Financial Services 1,651.0 $393K 0.10% -121.0 -6.8% $237.94 +9.5%
193 DAL DELTA AIR LINES INC Industrials 4,191.0 $393K 0.10% -201.0 -4.6% $93.66 -14.4%
194 SRE SEMPRA Utilities 4,193.0 $389K 0.10% -226.0 -5.1% $92.71 -9.4%
195 HCA HCA HEALTHCARE INC Healthcare 996.0 $388K 0.10% -86.0 -8.0% $389.89 +7.2%
196 D DOMINION ENERGY INC Utilities 5,641.0 $385K 0.10% -140.0 -2.4% $68.29 -4.2%
197 KEYS KEYSIGHT TECHNOLOGIES INC Technology 1,100.0 $385K 0.10% -64.0 -5.5% $350.07 -8.8%
198 HPE HEWLETT PACKARD ENTERPRISE C Technology 8,510.0 $384K 0.10% -424.0 -4.8% $45.11 +15.9%
199 ABNB AIRBNB INC Consumer Cyclical 2,681.0 $384K 0.10% -199.0 -6.9% $143.10 +32.2%
200 FLEX FLEX LTD Technology 2,358.0 $382K 0.10% NEW $162.07 -31.7%
Page 10 of 15  ·  298 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%