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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 2 of 15  ·  297 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 ABBV ABBVIE INC Healthcare 11,967.0 $2.6M 0.73% +9K +304.0% $217.49 +8.0%
22 MU MICRON TECHNOLOGY INC Technology 7,600.0 $2.6M 0.72% -2K -24.0% $337.84 +210.4%
23 PG PROCTER & GAMBLE CO Consumer Defensive 15,822.0 $2.3M 0.64% -2K -12.1% $144.44 +5.3%
24 PLTR PALANTIR TECHNOLOGIES INC Technology 15,467.0 $2.3M 0.64% NEW $146.28 -22.4%
25 CAT CATERPILLAR INC Industrials 3,169.0 $2.2M 0.63% +169.0 +5.6% $708.46 +40.4%
26 AMD ADVANCED MICRO DEVICES INC Technology 11,023.0 $2.2M 0.63% -4K -26.5% $203.43 +155.5%
27 BAC BANK AMERICA CORP Financial Services 45,490.0 $2.2M 0.62% -29K -38.5% $48.75 +18.4%
28 HD HOME DEPOT INC Consumer Cyclical 6,740.0 $2.2M 0.62% +940.0 +16.2% $328.89 +4.2%
29 CSCO CISCO SYS INC Technology 26,683.0 $2.1M 0.58% -7K -19.9% $77.59 +54.3%
30 GE GE AEROSPACE Industrials 7,142.0 $2.0M 0.57% -4K -36.5% $283.77 +28.9%
31 MRK MERCK & CO INC Healthcare 16,806.0 $2.0M 0.57% -33K -66.3% $120.29 +0.3%
32 KO COCA COLA CO Consumer Defensive 26,213.0 $2.0M 0.56% NEW $76.05 +6.0%
33 AMAT APPLIED MATLS INC Technology 5,394.0 $1.8M 0.52% NEW $341.79 +72.3%
34 LRCX LAM RESEARCH CORP Technology 8,504.0 $1.8M 0.51% +304.0 +3.7% $213.66 +75.4%
35 RTX RTX CORPORATION Industrials 9,078.0 $1.8M 0.49% -7K -41.8% $192.90 -4.1%
36 PM PHILIP MORRIS INTL INC Consumer Defensive 10,540.0 $1.7M 0.49% -3K -19.5% $165.34 +8.1%
37 GS GOLDMAN SACHS GROUP INC Financial Services 2,031.0 $1.7M 0.48% -3K -57.2% $845.99 +27.3%
38 WFC WELLS FARGO & CO Financial Services 21,255.0 $1.7M 0.48% -7K -25.4% $79.61 +5.7%
39 ORCL ORACLE CORP Technology 11,389.0 $1.7M 0.47% -6K -33.0% $147.11 +7.2%
40 UNH UNITEDHEALTH GROUP INC Healthcare 6,133.0 $1.7M 0.47% +2K +42.6% $270.59 +50.0%
Page 2 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%