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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 11 of 15  ·  297 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 AFL AFLAC INC Financial Services 3,194.0 $350K 0.10% NEW $109.71 +7.3%
202 APOS APOLLO GLOBAL MGMT INC Financial Services 3,144.0 $350K 0.10% NEW $111.42 -77.3%
203 MNST MONSTER BEVERAGE CORP NEW Consumer Defensive 4,829.0 $350K 0.10% +329.0 +7.3% $72.46 +30.7%
204 FORTINET INC 4,280.0 $350K 0.10% NEW $81.72
205 ADSK AUTODESK INC Technology 1,442.0 $345K 0.10% -3K -64.0% $239.40 -19.5%
206 CAH CARDINAL HEALTH INC Healthcare 1,609.0 $340K 0.10% NEW $211.31 +10.3%
207 ENTERGY CORP NEW 3,025.0 $340K 0.10% NEW $112.36
208 LITE LUMENTUM HLDGS INC Technology 483.0 $339K 0.10% -5K -91.4% $702.76 +19.9%
209 NXPI NXP SEMICONDUCTORS N V Technology 1,704.0 $335K 0.10% NEW $196.86 +49.4%
210 EXC EXELON CORP Utilities 6,841.0 $335K 0.10% -5K -43.0% $49.02 -4.3%
211 DELL DELL TECHNOLOGIES INC Technology 2,041.0 $335K 0.09% NEW $164.13 +164.4%
212 AME AMETEK INC Industrials 1,559.0 $334K 0.09% NEW $214.36 +9.8%
213 KEYS KEYSIGHT TECHNOLOGIES INC Technology 1,164.0 $329K 0.09% -1K -49.4% $282.37 +24.4%
214 FIX COMFORT SYS USA INC Industrials 238.0 $328K 0.09% NEW $1378.99 +41.7%
215 VST VISTRA CORP Utilities 2,157.0 $324K 0.09% NEW $150.33 +8.3%
216 GWW WW GRAINGER INC Industrials 296.0 $323K 0.09% NEW $1090.81 +23.1%
217 XEL XCEL ENERGY INC Utilities 4,005.0 $318K 0.09% NEW $79.44 +2.6%
218 OXY OCCIDENTAL PETE CORP Energy 4,870.0 $317K 0.09% -3K -35.1% $65.00 -21.4%
219 EW EDWARDS LIFESCIENCES CORP Healthcare 3,929.0 $315K 0.09% +1K +45.5% $80.08 +12.0%
220 TER TERADYNE INC Technology 1,060.0 $314K 0.09% NEW $296.46 +44.1%
Page 11 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%