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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 9 of 15  ·  298 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 NXPI NXP SEMICONDUCTORS N V Technology 1,619.0 $455K 0.12% -85.0 -5.0% $281.03 -20.4%
162 HONEYWELL INTL INC 2,032.0 $455K 0.12% NEW $223.90
163 AON AON PLC Financial Services 1,370.0 $454K 0.12% -85.0 -5.8% $331.69 +7.7%
164 ITW ILLINOIS TOOL WKS INC Industrials 1,679.0 $454K 0.12% -108.0 -6.0% $270.47 +3.7%
165 NSC NORFOLK SOUTHN CORP Industrials 1,441.0 $453K 0.12% -78.0 -5.1% $314.59 +10.8%
166 ECL ECOLAB INC Basic Materials 1,625.0 $453K 0.12% -101.0 -5.8% $278.61 +2.9%
167 TRV TRAVELERS COMPANIES INC Financial Services 1,364.0 $450K 0.12% -146.0 -9.7% $330.12 +12.0%
168 HONEYWELL AEROSPACE INC 2,032.0 $449K 0.12% NEW $221.08
169 DASH DOORDASH INC Communication Services 2,427.0 $448K 0.12% -104.0 -4.1% $184.53 +28.3%
170 ICE INTERCONTINENTAL EXCHANGE IN Financial Services 3,627.0 $447K 0.12% -234.0 -6.1% $123.11 +32.2%
171 FIX COMFORT SYS USA INC Industrials 225.0 $446K 0.12% -13.0 -5.5% $1981.95 -23.2%
172 SLB SLB LIMITED Energy 9,589.0 $446K 0.11% -527.0 -5.2% $46.49 +22.8%
173 GM GENERAL MTRS CO Consumer Cyclical 5,783.0 $446K 0.11% -534.0 -8.4% $77.08 +11.8%
174 CIEN CIENA CORP Technology 907.0 $445K 0.11% -48.0 -5.0% $490.56 -22.7%
175 EOG EOG RES INC Energy 3,416.0 $443K 0.11% -258.0 -7.0% $129.73 +10.6%
176 MSI MOTOROLA SOLUTIONS INC Technology 1,065.0 $442K 0.11% -63.0 -5.6% $415.29 +17.0%
177 FDX FEDEX CORP Industrials 1,408.0 $441K 0.11% -62.0 -4.2% $313.13 +5.8%
178 MNST MONSTER BEVERAGE CORP NEW Consumer Defensive 4,579.0 $440K 0.11% -250.0 -5.2% $96.12 -51.3%
179 ROST ROSS STORES INC Consumer Cyclical 2,066.0 $440K 0.11% -136.0 -6.2% $212.85 +7.7%
180 MCO MOODYS CORP Financial Services 964.0 $437K 0.11% -75.0 -7.2% $452.92 +13.7%
Page 9 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%