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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 14 of 15  ·  297 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 ODFL OLD DOMINION FREIGHT LINE IN Industrials 1,246.0 $243K 0.07% NEW $195.40 +12.1%
262 KDP KEURIG DR PEPPER INC Consumer Defensive 9,199.0 $242K 0.07% NEW $26.33 +19.3%
263 MLM MARTIN MARIETTA MATLS INC Basic Materials 408.0 $240K 0.07% -862.0 -67.9% $588.68 +4.7%
264 CCI CROWN CASTLE INC Real Estate 2,949.0 $240K 0.07% -9K -75.4% $81.31 +1.0%
265 STT STATE STR CORP Financial Services 1,891.0 $239K 0.07% NEW $126.56 +33.4%
266 ADM ARCHER DANIELS MIDLAND CO Consumer Defensive 3,254.0 $237K 0.07% NEW $72.69 +3.3%
267 MCHP MICROCHIP TECHNOLOGY INC. Technology 3,659.0 $236K 0.07% NEW $64.61 +43.1%
268 ACGL ARCH CAP GROUP LTD Financial Services 2,445.0 $235K 0.07% NEW $95.99 -1.1%
269 TTWO TAKE-TWO INTERACTIVE SOFTWAR Communication Services 1,176.0 $232K 0.07% NEW $197.50 +19.4%
270 PRU PRUDENTIAL FINL INC Financial Services 2,370.0 $232K 0.07% -6K -72.8% $97.69 +8.8%
271 SYY SYSCO CORP Consumer Defensive 3,242.0 $231K 0.07% NEW $71.33 +13.0%
272 AXON AXON ENTERPRISE INC Industrials 534.0 $227K 0.06% NEW $424.69 +7.5%
273 EME EMCOR GROUP INC Industrials 303.0 $224K 0.06% NEW $738.31 +14.7%
274 KVUE KENVUE INC Consumer Defensive 12,971.0 $224K 0.06% NEW $17.24 +9.0%
275 BLOCK INC 3,708.0 $223K 0.06% NEW $60.18
276 HAL HALLIBURTON CO Energy 5,698.0 $222K 0.06% NEW $38.99 -13.1%
277 RMD RESMED INC Healthcare 988.0 $222K 0.06% NEW $224.48 -12.5%
278 GEHC GE HEALTHCARE TECHNOLOGIES I Healthcare 3,084.0 $220K 0.06% -666.0 -17.8% $71.18 -8.9%
279 A AGILENT TECHNOLOGIES INC Healthcare 1,920.0 $219K 0.06% -1K -36.0% $113.98 +15.5%
280 KMB KIMBERLY-CLARK CORP Consumer Defensive 2,247.0 $217K 0.06% NEW $96.47 +10.6%
Page 14 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%