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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 3 of 15  ·  297 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 GEV GE VERNOVA INC Utilities 1,837.0 $1.6M 0.45% -975.0 -34.7% $872.90 +21.2%
42 LIN LINDE PLC Basic Materials 3,162.0 $1.6M 0.44% NEW $495.76 +4.0%
43 IBM INTERNATIONAL BUSINESS MACHS Technology 6,329.0 $1.5M 0.43% -2K -20.9% $242.39 +8.5%
44 MCD MCDONALDS CORP Consumer Cyclical 4,822.0 $1.5M 0.42% NEW $310.79 -11.9%
45 PEP PEPSICO INC Consumer Defensive 9,258.0 $1.4M 0.41% +258.0 +2.9% $155.29 -8.4%
46 VZ VERIZON COMMUNICATIONS INC Communication Services 28,549.0 $1.4M 0.40% +3K +10.7% $50.20 -6.9%
47 T AT&T INC Communication Services 48,003.0 $1.4M 0.39% -19K -28.0% $28.99 -22.8%
48 C CITIGROUP INC Financial Services 12,115.0 $1.4M 0.39% -10K -45.4% $113.41 +26.6%
49 MS MORGAN STANLEY Financial Services 8,179.0 $1.3M 0.38% -3K -28.2% $164.57 +33.6%
50 INTC INTEL CORP Technology 30,360.0 $1.3M 0.38% +9K +41.2% $44.13 +198.3%
51 KLAC KLA CORP Technology 890.0 $1.3M 0.37% NEW $1472.41 -83.7%
52 NEE NEXTERA ENERGY INC Utilities 14,101.0 $1.3M 0.37% -6K -30.9% $92.88 -5.7%
53 AMGN AMGEN INC Healthcare 3,646.0 $1.3M 0.36% +2K +203.8% $351.85 -0.1%
54 TMO THERMO FISHER SCIENTIFIC INC Healthcare 2,544.0 $1.3M 0.35% -56.0 -2.1% $491.53 +0.1%
55 ABT ABBOTT LABORATORIES Healthcare 11,774.0 $1.2M 0.34% -2K -15.3% $102.67 -11.9%
56 TJX TJX COS INC NEW Consumer Cyclical 7,536.0 $1.2M 0.34% -3K -29.6% $159.70 +3.4%
57 CRM SALESFORCE INC Technology 6,446.0 $1.2M 0.34% +1K +22.8% $186.67 -18.2%
58 TXN TEXAS INSTRS INC Technology 6,152.0 $1.2M 0.34% NEW $194.14 +56.1%
59 GILD GILEAD SCIENCES INC Healthcare 8,401.0 $1.2M 0.33% +5K +180.0% $139.37 -10.2%
60 DIS DISNEY WALT CO Communication Services 12,088.0 $1.2M 0.33% -5K -28.9% $96.38 +4.9%
Page 3 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%