Supplemental Annuity Collective Trust of NJ

CIK: 0001483065SEC EDGAR →

Portfolio Value

$386.9M

Holdings

210

As of

Q4 2025

New Positions

8

Closed Positions

3

Top 10 Holdings

RankStockSharesValue% of Portfolio
1

APPLE INC

112,010$30.5M
7.87%
2

NVIDIA CORPORATION

161,300$30.1M
7.78%
3

MICROSOFT CORP

55,000$26.6M
6.88%
4

ALPHABET INC

75,500$23.7M
6.12%
5

AMAZON COM INC

69,600$16.1M
4.15%
6

META PLATFORMS INC

15,370$10.1M
2.62%
7

JPMORGAN CHASE & CO.

29,700$9.6M
2.47%
8

ELI LILLY & CO

8,190$8.8M
2.27%
9

BROADCOM INC

22,100$7.6M
1.98%
10

MERCK & CO INC

49,900$5.3M
1.36%

Quarterly Changes

Top Buys

MRK↑ Increased
$2.4M
LRCXNEW
$1.4M
TSMNEW
$850K
AXPNEW
$813K
NFLX↑ Increased
$445K

Top Sells

LLY↓ Decreased
$2.5M
AAPL↓ Decreased
$1.7M
META↓ Decreased
$1.5M
NRA↓ Decreased
$753K
LNG↓ Decreased
$743K

New Positions (6)

$1.4M · 8K shares
$850K · 3K shares
$813K · 2K shares
$326K · 4K shares
$262K · 2K shares
$242K · 3K shares

Closed Positions (4)

$377K · 4K shares
$309K · 8K shares
$302K · 15K shares
$207K · 4K shares

Sector Breakdown

Sector# HoldingsValue%
Technology36$133.6M34.5%
Financial Services25$42.7M11.0%
Communication Services10$42.2M10.9%
Healthcare32$39.5M10.2%
Industrials30$33.4M8.6%
Consumer Cyclical17$32.0M8.3%
Unknown10$17.9M4.6%
Consumer Defensive14$13.9M3.6%
Energy11$11.5M3.0%
Utilities8$8.8M2.3%
Basic Materials10$7.0M1.8%
Real Estate7$4.3M1.1%