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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
Q2 2026 Q1 2026 · All 162 New 36 Added 98 Reduced
Page 8 of 15  ·  297 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 CSX CSX CORP Industrials 12,608.0 $518K 0.15% NEW $41.05 +24.9%
142 CDNS CADENCE DESIGN SYSTEM INC Technology 1,843.0 $512K 0.14% NEW $277.87 +22.5%
143 HCA HCA HEALTHCARE INC Healthcare 1,082.0 $512K 0.14% NEW $473.24 -11.7%
144 VLO VALERO ENERGY CORP Energy 2,065.0 $510K 0.14% NEW $247.08 +42.6%
145 MDLZ MONDELEZ INTL INC Consumer Defensive 8,737.0 $504K 0.14% -4K -32.8% $57.64 +8.2%
146 CMI CUMMINS INC Industrials 935.0 $503K 0.14% NEW $538.02 +5.0%
147 SHW SHERWIN WILLIAMS CO Basic Materials 1,561.0 $500K 0.14% NEW $320.55 +7.6%
148 SNPS SYNOPSYS INC Technology 1,258.0 $499K 0.14% NEW $396.48 +11.6%
149 EMR EMERSON ELEC CO Industrials 3,804.0 $498K 0.14% NEW $131.02 +18.5%
150 PSX PHILLIPS 66 Energy 2,728.0 $497K 0.14% NEW $182.18 +33.9%
151 MPC MARATHON PETE CORP Energy 2,035.0 $497K 0.14% NEW $244.18 +51.0%
152 MAR MARRIOTT INTL INC NEW Consumer Cyclical 1,508.0 $493K 0.14% +8.0 +0.5% $327.07 +7.3%
153 UPS UNITED PARCEL SVCS INC Industrials 5,004.0 $492K 0.14% -3K -37.5% $98.38 +7.1%
154 MSI MOTOROLA SOLUTIONS INC Technology 1,128.0 $490K 0.14% NEW $433.97 +12.0%
155 CI THE CIGNA GROUP Healthcare 1,809.0 $483K 0.14% -4K -67.6% $266.75 +4.5%
156 HLT HILTON WORLDWIDE HLDGS INC Consumer Cyclical 1,574.0 $479K 0.14% NEW $304.08 +5.8%
157 CRH PLC 4,538.0 $477K 0.13% NEW $105.12
158 ROST ROSS STORES INC Consumer Cyclical 2,202.0 $477K 0.13% NEW $216.63 +5.5%
159 AEP AMERICAN ELEC PWR CO INC Utilities 3,625.0 $475K 0.13% -6K -63.8% $131.08 -6.7%
160 RCL ROYAL CARIBBEAN GROUP Consumer Cyclical 1,717.0 $472K 0.13% NEW $275.18 +1.5%
Page 8 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 36.4%
Financial Services 11.1%
Consumer Cyclical 10.1%
Healthcare 9.6%
Communication Services 8.7%
Industrials 8.4%
Consumer Defensive 5.4%
Energy 4.3%
Utilities 2.6%
Basic Materials 1.7%