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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 4 of 15  ·  298 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 TMO THERMO FISHER SCIENTIFIC INC Healthcare 2,384.0 $1.2M 0.31% -160.0 -6.3% $501.36 +25.8%
62 PEP PEPSICO INC Consumer Defensive 8,766.0 $1.2M 0.30% -492.0 -5.3% $135.40 +3.2%
63 NEE NEXTERA ENERGY INC Utilities 13,375.0 $1.2M 0.30% -726.0 -5.2% $87.77 -4.9%
64 AXP AMERICAN EXPRESS CO Financial Services 3,414.0 $1.2M 0.30% -224.0 -6.2% $338.25 -1.2%
65 VZ VERIZON COMMUNICATIONS INC Communication Services 26,782.0 $1.1M 0.29% -2K -6.2% $42.34 +16.7%
66 ANET ARISTA NETWORKS INC Technology 6,623.0 $1.1M 0.29% -369.0 -5.3% $169.88 +18.4%
67 BA BOEING CO Industrials 5,056.0 $1.1M 0.28% -246.0 -4.6% $216.47 -3.0%
68 TJX TJX COS INC NEW Consumer Cyclical 7,093.0 $1.1M 0.28% -443.0 -5.9% $151.50 -11.4%
69 DIS DISNEY WALT CO Communication Services 11,138.0 $1.1M 0.28% -950.0 -7.9% $96.25 +11.0%
70 ETN EATON CORP PLC Industrials 2,491.0 $1.1M 0.27% -139.0 -5.3% $426.12 -2.4%
71 UNP UNION PAC CORP Industrials 3,808.0 $1.0M 0.27% -208.0 -5.2% $272.00 +13.1%
72 WELL WELLTOWER INC Real Estate 4,528.0 $1.0M 0.26% -119.0 -2.6% $226.97 +5.5%
73 DE DEERE & CO Industrials 1,611.0 $1.0M 0.26% -91.0 -5.3% $634.33 -1.8%
74 ABT ABBOTT LABORATORIES Healthcare 11,172.0 $1.0M 0.26% -602.0 -5.1% $90.74 +22.9%
75 GILD GILEAD SCIENCES INC Healthcare 7,963.0 $1.0M 0.26% -438.0 -5.2% $126.34 +17.8%
76 SCHW SCHWAB CHARLES CORP Financial Services 10,485.0 $967K 0.25% -824.0 -7.3% $92.27 +17.1%
77 UBER UBER TECHNOLOGIES INC Technology 13,056.0 $942K 0.24% -1K -7.2% $72.16 +6.6%
78 T AT&T INC Communication Services 44,566.0 $923K 0.24% -3K -7.2% $20.70 +22.9%
79 ISRG INTUITIVE SURGICAL INC Healthcare 2,272.0 $904K 0.23% -128.0 -5.3% $397.68 -7.7%
80 BLK BLACKROCK INC Financial Services 926.0 $890K 0.23% -51.0 -5.2% $961.56 +21.4%
Page 4 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%