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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 13 of 15  ·  298 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 AXON AXON ENTERPRISE INC Industrials 517.0 $290K 0.07% -17.0 -3.2% $560.61 +9.0%
242 KDP KEURIG DR PEPPER INC Consumer Defensive 8,726.0 $286K 0.07% -473.0 -5.1% $32.73 -2.6%
243 UAL UNITED AIRLS HLDGS INC Industrials 2,082.0 $283K 0.07% -110.0 -5.0% $135.99 -17.4%
244 YUM YUM BRANDS INC Consumer Cyclical 1,768.0 $283K 0.07% -112.0 -6.0% $159.86 -5.7%
245 CMG CHIPOTLE MEXICAN GRILL INC Consumer Cyclical 8,227.0 $280K 0.07% -726.0 -8.1% $34.00 +9.5%
246 TTWO TAKE-TWO INTERACTIVE SOFTWAR Communication Services 1,116.0 $279K 0.07% -60.0 -5.1% $249.98 -6.8%
247 VTR VENTAS INC Real Estate 3,118.0 $277K 0.07% -63.0 -2.0% $88.80 +4.6%
248 DHI D R HORTON INC Consumer Cyclical 1,692.0 $276K 0.07% -162.0 -8.7% $162.88 -10.8%
249 RSG REPUBLIC SVCS INC Industrials 1,283.0 $273K 0.07% -79.0 -5.8% $213.08 +2.9%
250 BDX BECTON DICKINSON & CO Healthcare 1,767.0 $267K 0.07% -174.0 -9.0% $151.33 +24.3%
251 IDXX IDEXX LABS INC Healthcare 506.0 $266K 0.07% -35.0 -6.5% $526.44 +3.5%
252 AMP AMERIPRISE FINL INC Financial Services 577.0 $265K 0.07% -52.0 -8.3% $458.76 +21.1%
253 ADSK AUTODESK INC Technology 1,354.0 $263K 0.07% -88.0 -6.1% $194.42 +39.2%
254 MSCI MSCI INC Financial Services 467.0 $262K 0.07% -42.0 -8.2% $560.04 +1.6%
255 ED CONSOLIDATED EDISON INC Utilities 2,364.0 $262K 0.07% -80.0 -3.3% $110.63 -3.6%
256 JBL JABIL INC Technology 677.0 $261K 0.07% NEW $385.48 -19.0%
257 BLOCK INC 3,433.0 $261K 0.07% -275.0 -7.4% $76.00
258 PEG PUBLIC SVC ENTERPRISE GROUP Utilities 3,196.0 $259K 0.07% -184.0 -5.4% $81.16 -9.6%
259 SYY SYSCO CORP Consumer Defensive 3,067.0 $256K 0.07% -175.0 -5.4% $83.58 -1.4%
260 ODFL OLD DOMINION FREIGHT LINE IN Industrials 1,174.0 $254K 0.07% -72.0 -5.8% $216.60 -7.6%
Page 13 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%