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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 8 of 15  ·  298 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 RCL ROYAL CARIBBEAN GROUP Consumer Cyclical 1,600.0 $508K 0.13% -117.0 -6.8% $317.53 -10.3%
142 SHW SHERWIN WILLIAMS CO Basic Materials 1,471.0 $506K 0.13% -90.0 -5.8% $344.32 +0.3%
143 TMUS T-MOBILE US INC Communication Services 2,985.0 $501K 0.13% -272.0 -8.3% $167.73 +6.0%
144 VLO VALERO ENERGY CORP Energy 1,904.0 $496K 0.13% -161.0 -7.8% $260.44 +33.1%
145 COHR COHERENT CORP Technology 1,255.0 $495K 0.13% -13.0 -1.0% $394.47 -25.1%
146 ACN ACCENTURE PLC IRELAND Technology 3,938.0 $490K 0.13% -261.0 -6.2% $124.44 +50.6%
147 ORLY OREILLY AUTOMOTIVE INC Consumer Cyclical 5,315.0 $489K 0.13% -400.0 -7.0% $92.09 -4.6%
148 AMT AMERICAN TOWER CORP Real Estate 2,988.0 $489K 0.12% -182.0 -5.7% $163.57 +6.5%
149 TER TERADYNE INC Technology 1,004.0 $486K 0.12% -56.0 -5.3% $483.84 -23.1%
150 HLT HILTON WORLDWIDE HLDGS INC Consumer Cyclical 1,460.0 $482K 0.12% -114.0 -7.2% $330.46 -1.4%
151 MPC MARATHON PETE CORP Energy 1,872.0 $479K 0.12% -163.0 -8.0% $255.67 +42.2%
152 TDG TRANSDIGM GROUP INC Industrials 359.0 $478K 0.12% -22.0 -5.8% $1332.04 -10.9%
153 AEP AMERICAN ELEC PWR CO INC Utilities 3,490.0 $477K 0.12% -135.0 -3.7% $136.81 -10.3%
154 MDLZ MONDELEZ INTL INC Consumer Defensive 8,233.0 $476K 0.12% -504.0 -5.8% $57.84 +7.9%
155 CL COLGATE PALMOLIVE CO Consumer Defensive 5,132.0 $471K 0.12% -326.0 -6.0% $91.68 -0.8%
156 CI THE CIGNA GROUP Healthcare 1,697.0 $468K 0.12% -112.0 -6.2% $275.68 +0.7%
157 SPG SIMON PPTY GROUP INC NEW Real Estate 2,080.0 $465K 0.12% -130.0 -5.9% $223.65 -3.9%
158 INTU INTUIT Technology 1,774.0 $463K 0.12% -114.0 -6.0% $261.00 +33.3%
159 CRH PLC 4,286.0 $459K 0.12% -252.0 -5.5% $107.00
160 URI UNITED RENTALS INC Industrials 402.0 $455K 0.12% -29.0 -6.7% $1132.89 -8.4%
Page 8 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%