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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 4 of 15  ·  297 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 ISRG INTUITIVE SURGICAL INC Healthcare 2,400.0 $1.1M 0.31% NEW $460.99 -12.8%
62 COP CONOCOPHILLIPS Energy 8,367.0 $1.1M 0.31% -5K -37.1% $132.00 -19.0%
63 AXP AMERICAN EXPRESS CO Financial Services 3,638.0 $1.1M 0.31% +1K +65.4% $302.48 +13.3%
64 PFE PFIZER INC Healthcare 38,498.0 $1.1M 0.30% -2K -3.8% $28.08 -14.4%
65 SCHW SCHWAB CHARLES CORP Financial Services 11,309.0 $1.1M 0.30% NEW $93.98 -2.8%
66 ADI ANALOG DEVICES INC Technology 3,331.0 $1.1M 0.30% +331.0 +11.0% $318.14 +29.9%
67 BA BOEING CO Industrials 5,302.0 $1.1M 0.30% -262.0 -4.7% $199.03 +10.7%
68 APH AMPHENOL CORP Technology 8,288.0 $1.0M 0.29% NEW $126.35 +28.8%
69 UBER UBER TECHNOLOGIES INC Technology 14,069.0 $1.0M 0.28% NEW $71.93 +2.7%
70 UNP UNION PAC CORP Industrials 4,016.0 $974K 0.28% NEW $242.62 +7.1%
71 HON HONEYWELL INTL INC Industrials 4,299.0 $972K 0.27% NEW $226.03 +0.6%
72 DE DEERE & CO Industrials 1,702.0 $959K 0.27% -1K -43.3% $563.30 +6.6%
73 ETN EATON CORP PLC Industrials 2,630.0 $941K 0.27% -370.0 -12.3% $357.67 +13.1%
74 BLK BLACKROCK INC Financial Services 977.0 $940K 0.27% NEW $961.71 +2.2%
75 QCOM QUALCOMM INC Technology 7,252.0 $934K 0.26% -2K -20.3% $128.78 +53.3%
76 WELL WELLTOWER INC Real Estate 4,647.0 $919K 0.26% NEW $197.71 +10.1%
77 BKNG BOOKING HOLDINGS INC Consumer Cyclical 218.0 $918K 0.26% -82.0 -27.3% $4210.32 -95.7%
78 LOW LOWES COS INC Consumer Cyclical 3,797.0 $897K 0.25% -2K -35.6% $236.28 -6.3%
79 SPGI S&P GLOBAL INC Financial Services 2,099.0 $893K 0.25% NEW $425.34 -5.4%
80 PANW PALO ALTO NETWORKS INC Technology 5,383.0 $863K 0.24% -2K -27.9% $160.32 +77.9%
Page 4 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%