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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 5 of 15  ·  298 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 APP APPLOVIN CORP Technology 1,726.0 $889K 0.23% -107.0 -5.8% $515.23 -39.3%
82 BKNG BOOKING HOLDINGS INC Consumer Cyclical 4,970.0 $886K 0.23% +5K +2179.8% $178.24 +13.6%
83 PFE PFIZER INC Healthcare 36,556.0 $880K 0.23% -2K -5.0% $24.08 +16.3%
84 CVS CVS HEALTH CORP Healthcare 8,184.0 $847K 0.22% -411.0 -4.8% $103.45 -10.2%
85 VRT VERTIV HOLDINGS CO Industrials 2,464.0 $825K 0.21% -123.0 -4.8% $334.82 -19.6%
86 CRM SALESFORCE INC Technology 5,247.0 $822K 0.21% -1K -18.6% $156.66 +60.9%
87 PGR PROGRESSIVE CORP Financial Services 3,748.0 $819K 0.21% -222.0 -5.6% $218.45 -0.4%
88 COP CONOCOPHILLIPS Energy 7,814.0 $812K 0.21% -553.0 -6.6% $103.96 +24.6%
89 PLD PROLOGIS INC. Real Estate 5,980.0 $810K 0.21% -309.0 -4.9% $135.47 +4.7%
90 VRTX VERTEX PHARMACEUTICALS INC Healthcare 1,628.0 $809K 0.21% -90.0 -5.2% $496.73 +10.2%
91 COF CAPITAL ONE FINL CORP Financial Services 3,991.0 $801K 0.21% -314.0 -7.3% $200.62 +8.0%
92 DELL DELL TECHNOLOGIES INC Technology 1,855.0 $800K 0.21% -186.0 -9.1% $431.46 +9.3%
93 SPGI S&P GLOBAL INC Financial Services 1,945.0 $792K 0.20% -154.0 -7.3% $407.26 +6.9%
94 LOW LOWES COS INC Consumer Cyclical 3,592.0 $792K 0.20% -205.0 -5.4% $220.49 -6.2%
95 PH PARKER-HANNIFIN CORP Industrials 809.0 $791K 0.20% -45.0 -5.3% $978.12 +3.4%
96 CB CHUBB LIMITED Financial Services 2,314.0 $788K 0.20% -164.0 -6.6% $340.74 -0.7%
97 MO ALTRIA GROUP INC Consumer Defensive 10,711.0 $771K 0.20% -655.0 -5.8% $71.95 -5.9%
98 DHR DANAHER CORP DEL Healthcare 4,040.0 $770K 0.20% -217.0 -5.1% $190.48 +13.3%
99 BMY BRISTOL-MYERS SQUIBB CO Healthcare 13,098.0 $755K 0.19% -686.0 -5.0% $57.62 +16.2%
100 SBUX STARBUCKS CORP Consumer Cyclical 7,310.0 $747K 0.19% -388.0 -5.0% $102.19 +5.0%
Page 5 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%