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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 2 of 15  ·  298 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 WMT WALMART INC Consumer Defensive 28,119.0 $3.2M 0.82% -2K -5.3% $113.26 -9.4%
22 CAT CATERPILLAR INC Industrials 2,954.0 $3.1M 0.81% -215.0 -6.8% $1064.90 -23.3%
23 CSCO CISCO SYS INC Technology 25,334.0 $3.0M 0.76% -1K -5.1% $117.46 -4.5%
24 ABBV ABBVIE INC Healthcare 11,332.0 $2.9M 0.73% -635.0 -5.3% $251.64 +2.5%
25 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 2,846.0 $2.7M 0.68% -155.0 -5.2% $935.47 -0.1%
26 MA MASTERCARD INCORPORATED Financial Services 5,175.0 $2.7M 0.68% -377.0 -6.8% $513.60 +15.2%
27 KLAC KLA CORP Technology 8,378.0 $2.5M 0.65% +7K +841.4% $301.71 -39.1%
28 GE GE AEROSPACE Industrials 6,692.0 $2.5M 0.64% -450.0 -6.3% $373.73 -8.3%
29 UNH UNITEDHEALTH GROUP INC Healthcare 5,825.0 $2.4M 0.62% -308.0 -5.0% $415.63 -5.0%
30 BAC BANK OF AMER CORP Financial Services 41,875.0 $2.4M 0.61% -4K -8.0% $56.98 +7.4%
31 HD HOME DEPOT INC Consumer Cyclical 6,388.0 $2.3M 0.58% -352.0 -5.2% $352.68 -6.8%
32 PG PROCTER & GAMBLE CO Consumer Defensive 14,935.0 $2.2M 0.56% -887.0 -5.6% $146.64 -2.4%
33 SNDK SANDISK CORP Technology 950.0 $2.2M 0.56% -49.0 -4.9% $2273.73 -34.7%
34 MRK MERCK & CO INC Healthcare 15,841.0 $2.0M 0.52% -965.0 -5.7% $128.50 +16.4%
35 GEV GE VERNOVA INC Utilities 1,724.0 $2.0M 0.52% -113.0 -6.2% $1174.86 -18.8%
36 KO COCA COLA CO Consumer Defensive 24,836.0 $2.0M 0.52% -1K -5.2% $81.27 +9.6%
37 CVX CHEVRON CORPORATION Energy 12,007.0 $2.0M 0.51% -808.0 -6.3% $165.76 +20.4%
38 NFLX NETFLIX INC. Communication Services 27,008.0 $1.9M 0.49% -2K -5.9% $71.40 +11.8%
39 GS GOLDMAN SACHS GROUP INC Financial Services 1,892.0 $1.9M 0.49% -139.0 -6.8% $1011.37 +2.9%
40 PM PHILIP MORRIS INTL INC Consumer Defensive 9,996.0 $1.8M 0.46% -544.0 -5.2% $180.91 +5.3%
Page 2 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%