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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 7 of 15  ·  298 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 GD GENERAL DYNAMICS CORP Industrials 1,628.0 $577K 0.15% -89.0 -5.2% $354.24 +7.3%
122 ADP AUTOMATIC DATA PROCESSING IN Industrials 2,564.0 $574K 0.15% -174.0 -6.4% $223.95 +27.1%
123 JCI JOHNSON CONTROLS INTERNATION Industrials 3,913.0 $572K 0.15% -225.0 -5.4% $146.11 -2.7%
124 CSX CSX CORP Industrials 11,918.0 $566K 0.14% -690.0 -5.5% $47.53 +8.4%
125 CMCSA COMCAST CORP NEW Communication Services 22,851.0 $561K 0.14% -2K -7.1% $24.55 +7.6%
126 BX BLACKSTONE INC Financial Services 4,765.0 $561K 0.14% -235.0 -4.7% $117.67 +22.0%
127 DDOG DATADOG INC Technology 2,122.0 $552K 0.14% -82.0 -3.7% $260.36 -6.7%
128 SNPS SYNOPSYS INC Technology 1,229.0 $548K 0.14% -29.0 -2.3% $446.07 +4.2%
129 MMM 3M CO Industrials 3,345.0 $542K 0.14% -252.0 -7.0% $161.91 +10.5%
130 ELV ELEVANCE HEALTH INC FORMERLY Healthcare 1,393.0 $539K 0.14% -112.0 -7.4% $386.73 +3.2%
131 ADBE ADOBE INC Technology 2,592.0 $531K 0.14% -242.0 -8.5% $205.02 +41.0%
132 WBD WARNER BROS DISCOVERY INC Communication Services 19,885.0 $530K 0.14% $26.66 +8.3%
133 WM WASTE MGMT INC DEL Industrials 2,370.0 $528K 0.14% -140.0 -5.6% $222.88 -2.3%
134 MAR MARRIOTT INTL INC NEW Consumer Cyclical 1,404.0 $520K 0.13% -104.0 -6.9% $370.59 -4.5%
135 MRSH MARSH & MCLENNAN COS INC Financial Services 3,090.0 $515K 0.13% -227.0 -6.8% $166.67 +14.0%
136 UPS UNITED PARCEL SVCS INC Industrials 4,789.0 $515K 0.13% -215.0 -4.3% $107.50 -1.7%
137 EMR EMERSON ELEC CO Industrials 3,592.0 $514K 0.13% -212.0 -5.6% $143.15 +10.2%
138 CME CME GROUP INC Financial Services 2,324.0 $513K 0.13% -118.0 -4.8% $220.83 +27.2%
139 CEG CONSTELLATION ENERGY CORP Utilities 2,050.0 $509K 0.13% -65.0 -3.1% $248.37 +13.7%
140 HOOD ROBINHOOD MKTS INC Financial Services 5,075.0 $509K 0.13% -249.0 -4.7% $100.28 +9.5%
Page 7 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%