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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 6 of 15  ·  298 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 SYK STRYKER CORPORATION Healthcare 2,213.0 $697K 0.18% -117.0 -5.0% $314.84 +2.3%
102 TT TRANE TECHNOLOGIES PLC Industrials 1,418.0 $696K 0.18% -83.0 -5.5% $491.16 -7.5%
103 PWR QUANTA SVCS INC Industrials 962.0 $693K 0.18% -48.0 -4.8% $720.04 -13.6%
104 SO SOUTHERN CO Utilities 7,230.0 $692K 0.18% -226.0 -3.0% $95.71 -7.0%
105 HWM HOWMET AEROSPACE INC Industrials 2,566.0 $690K 0.18% -156.0 -5.7% $268.86 -0.5%
106 CDNS CADENCE DESIGN SYSTEM INC Technology 1,769.0 $664K 0.17% -74.0 -4.0% $375.32 -7.4%
107 LMT LOCKHEED MARTIN CORP Industrials 1,301.0 $663K 0.17% -78.0 -5.7% $509.46 +11.1%
108 EQIX EQUINIX INC Real Estate 633.0 $660K 0.17% -32.0 -4.8% $1042.39 +3.3%
109 NOW SERVICENOW INC Technology 6,615.0 $657K 0.17% -409.0 -5.8% $99.28 +39.4%
110 MDT MEDTRONIC PLC Healthcare 8,235.0 $644K 0.17% -449.0 -5.2% $78.23 +15.0%
111 NEM NEWMONT CORP Basic Materials 6,847.0 $640K 0.16% -542.0 -7.3% $93.40 +41.6%
112 BK BANK OF NY MELLON CORP Financial Services 4,402.0 $637K 0.16% -320.0 -6.8% $144.61 -1.9%
113 PNC PNC FINL SVCS GROUP INC Financial Services 2,576.0 $634K 0.16% -79.0 -3.0% $246.22 -1.1%
114 DUK DUKE ENERGY CORP NEW Utilities 5,000.0 $633K 0.16% -266.0 -5.0% $126.58 -4.5%
115 CMI CUMMINS INC Industrials 885.0 $631K 0.16% -50.0 -5.3% $713.21 -19.5%
116 FORTINET INC 3,994.0 $614K 0.16% -286.0 -6.7% $153.62
117 USB US BANCORP Financial Services 9,956.0 $601K 0.15% -568.0 -5.4% $60.40 +3.3%
118 WMB WILLIAMS COS INC Energy 7,844.0 $583K 0.15% -425.0 -5.1% $74.34 -0.2%
119 MCK MCKESSON CORP Healthcare 771.0 $583K 0.15% -65.0 -7.8% $755.60 +17.9%
120 FCX FREEPORT MCMORAN INC Basic Materials 9,220.0 $580K 0.15% -503.0 -5.2% $62.89 +24.7%
Page 6 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%