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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 5 of 15  ·  297 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 ANET ARISTA NETWORKS INC Technology 6,992.0 $858K 0.24% NEW $122.78 +31.7%
82 BMY BRISTOL-MYERS SQUIBB CO Healthcare 13,784.0 $836K 0.24% -11K -44.9% $60.65 -9.3%
83 LMT LOCKHEED MARTIN CORP Industrials 1,379.0 $833K 0.23% NEW $604.39 -18.7%
84 ACN ACCENTURE PLC IRELAND Technology 4,199.0 $833K 0.23% +499.0 +13.5% $198.29 -34.9%
85 PLD PROLOGIS INC. Real Estate 6,289.0 $831K 0.23% +689.0 +12.3% $132.18 +6.6%
86 INTU INTUIT Technology 1,888.0 $816K 0.23% +988.0 +109.8% $432.38 -39.3%
87 CB CHUBB LTD SWITZ Financial Services 2,478.0 $808K 0.23% NEW $325.93 +2.8%
88 DHR DANAHER CORP DEL Healthcare 4,257.0 $807K 0.23% NEW $189.60 -0.4%
89 NEM NEWMONT CORP Basic Materials 7,389.0 $800K 0.23% NEW $108.25 -13.1%
90 PGR PROGRESSIVE CORP Financial Services 3,970.0 $787K 0.22% NEW $198.24 +11.2%
91 COF CAPITAL ONE FINL CORP Financial Services 4,305.0 $785K 0.22% -5K -52.6% $182.43 +9.9%
92 VRTX VERTEX PHARMACEUTICALS INC Healthcare 1,718.0 $767K 0.22% NEW $446.54 +4.9%
93 SYK STRYKER CORPORATION Healthcare 2,330.0 $766K 0.22% -950.0 -29.0% $328.59 -4.5%
94 PH PARKER-HANNIFIN CORP Industrials 854.0 $765K 0.21% NEW $895.24 +7.4%
95 MDT MEDTRONIC PLC Healthcare 8,684.0 $752K 0.21% -4K -33.2% $86.65 -7.5%
96 MO ALTRIA GROUP INC Consumer Defensive 11,366.0 $750K 0.21% +5K +74.9% $65.99 +9.2%
97 NOW SERVICENOW INC Technology 7,024.0 $734K 0.21% NEW $104.55 -10.3%
98 APP APPLOVIN CORP Technology 1,833.0 $730K 0.21% NEW $398.00 +16.8%
99 MCK MCKESSON CORP Healthcare 836.0 $723K 0.20% -924.0 -52.5% $865.36 -11.4%
100 CME CME GROUP INC Financial Services 2,442.0 $721K 0.20% +442.0 +22.1% $295.35 -21.6%
Page 5 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%