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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 12 of 15  ·  298 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 AFL AFLAC INC Financial Services 2,938.0 $344K 0.09% -256.0 -8.0% $117.25 -0.5%
222 AZO AUTOZONE INC Consumer Cyclical 106.0 $339K 0.09% -7.0 -6.2% $3195.94 -7.4%
223 ENTERGY CORP NEW 2,937.0 $337K 0.09% -88.0 -2.9% $114.86
224 EW EDWARDS LIFESCIENCES CORP Healthcare 3,693.0 $334K 0.09% -236.0 -6.0% $90.46 -0.2%
225 FITB FIFTH THIRD BANCORP Financial Services 5,813.0 $328K 0.08% -276.0 -4.5% $56.37 -3.1%
226 NUE NUCOR CORP Basic Materials 1,461.0 $325K 0.08% -89.0 -5.7% $222.75 +12.8%
227 VST VISTRA CORP Utilities 2,033.0 $322K 0.08% -124.0 -5.8% $158.63 -13.6%
228 PSA PUBLIC STORAGE Real Estate 1,013.0 $322K 0.08% -56.0 -5.2% $318.31 -1.5%
229 XEL XCEL ENERGY INC Utilities 4,004.0 $322K 0.08% $80.30 -5.0%
230 EBAY EBAY INC. Consumer Cyclical 2,848.0 $318K 0.08% -213.0 -7.0% $111.75 -5.6%
231 MCHP MICROCHIP TECHNOLOGY INC. Technology 3,471.0 $317K 0.08% -188.0 -5.1% $91.20 -19.6%
232 NKE NIKE INC Consumer Cyclical 7,693.0 $316K 0.08% -360.0 -4.5% $41.05 -3.8%
233 EXC EXELON CORP Utilities 6,563.0 $306K 0.08% -278.0 -4.1% $46.62 -5.9%
234 HUM HUMANA INC Healthcare 770.0 $306K 0.08% NEW $397.22 -2.2%
235 DVN DEVON ENERGY CORP NEW Energy 7,395.0 $306K 0.08% +3K +74.1% $41.32 +14.5%
236 CVNA CARVANA CO Consumer Cyclical 4,594.0 $302K 0.08% +4K +379.5% $65.82 +12.3%
237 STT STATE STR CORP Financial Services 1,775.0 $301K 0.08% -116.0 -6.1% $169.60 +14.0%
238 EA ELECTRONIC ARTS INC Communication Services 1,445.0 $296K 0.08% -75.0 -4.9% $205.04 +2.3%
239 MET METLIFE INC Financial Services 3,467.0 $293K 0.07% -280.0 -7.5% $84.61 +14.2%
240 WAB WABTEC Industrials 1,088.0 $293K 0.07% -70.0 -6.0% $269.60 +8.4%
Page 12 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%