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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 6 of 15  ·  297 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 SO SOUTHERN CO Utilities 7,456.0 $720K 0.20% NEW $96.52 -0.8%
102 GLW CORNING INC Technology 5,283.0 $718K 0.20% NEW $135.97 +51.3%
103 CMCSA COMCAST CORP NEW Communication Services 24,609.0 $707K 0.20% -15K -38.5% $28.71 -21.1%
104 SBUX STARBUCKS CORP Consumer Cyclical 7,698.0 $690K 0.19% NEW $89.59 +15.6%
105 DUK DUKE ENERGY CORP NEW Utilities 5,266.0 $690K 0.19% -734.0 -12.2% $130.94 -3.4%
106 ADBE ADOBE INC Technology 2,834.0 $689K 0.19% +1K +57.4% $243.08 -19.1%
107 TMUS T-MOBILE US INC Communication Services 3,257.0 $684K 0.19% -845.0 -20.6% $210.03 -13.9%
108 CRWD CROWDSTRIKE HLDGS INC Technology 1,699.0 $663K 0.19% NEW $390.41 +72.4%
109 EQIX EQUINIX INC Real Estate 665.0 $652K 0.18% -135.0 -16.9% $980.24 +11.7%
110 VRT VERTIV HOLDINGS CO Industrials 2,587.0 $648K 0.18% NEW $250.58 +26.3%
111 SANDISK CORP 999.0 $635K 0.18% -2K -71.2% $635.34
112 BSX BOSTON SCIENTIFIC CORP Healthcare 10,037.0 $630K 0.18% +3K +43.4% $62.75 -29.1%
113 HWM HOWMET AEROSPACE INC Industrials 2,722.0 $627K 0.18% -18K -87.0% $230.46 +19.8%
114 WDC WESTERN DIGITAL CORP Technology 2,315.0 $626K 0.18% -8K -77.7% $270.49 +138.0%
115 TT TRANE TECHNOLOGIES PLC Industrials 1,501.0 $626K 0.18% NEW $416.74 +15.9%
116 NOC NORTHROP GRUMMAN CORP Industrials 908.0 $619K 0.17% NEW $682.24 -26.3%
117 CVS CVS HEALTH CORP Healthcare 8,595.0 $617K 0.17% -3K -28.4% $71.82 +41.8%
118 ICE INTERCONTINENTAL EXCHANGE IN Financial Services 3,861.0 $607K 0.17% NEW $157.28 -17.3%
119 WMB WILLIAMS COS INC Energy 8,269.0 $602K 0.17% NEW $72.78 +4.2%
120 CEG CONSTELLATION ENERGY CORP Utilities 2,115.0 $591K 0.17% -1K -38.7% $279.25 -4.0%
Page 6 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%