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Supplemental Annuity Collective Trust of NJ

SEC Form 13F institutional filer · CIK 0001483065

13F-HR · 295 reported holdings · 2026-03-31

Reported long-US-equity value

$0.35B

Top-10 concentration

39.0%

Supplemental Annuity Collective Trust of NJ — $354M AUM allocation strategy

Supplemental Annuity Collective Trust of NJ files SEC Form 13F and reports $354M of long US equity value across 295 reported holdings for 2026-03-31.

Its largest sector bet is Information Technology 23.3%, followed by Communication Services 8.9% and Consumer Discretionary 5.9%.

The top 10 holdings account for 39% of reported value — a broadly spread portfolio. The sector and industry splits below are of the same reported value. Track quarter-over-quarter adds, trims, new positions and exits below — sourced from SEC 13F filings, public domain.

Supplemental Annuity Collective Trust of NJ — latest SEC 13F insights

Reported long-US-equity value (13F AUM)

$354M

total across 295 reported holdings · 2026-03-31 · excludes shorts, cash, non-US

Top-10 concentration

39% of value

higher = narrower conviction; lower = spread / hedging

Biggest adds (shares)

$TSLA$NFLX$AVGO

+$TSLA +17.3K sh · +$6.31M+$NFLX +11.7K sh · +$1.16M+$AVGO +9.88K sh · +$2.25M

Biggest trims (shares)

$GOOGL$MRK$BAC

−$GOOGL −44K sh · −$14.7M−$MRK −33.1K sh · −$3.23M−$BAC −28.5K sh · −$1.85M

Added from nil (new positions)

$GOOG$PLTR$KO$AMAT$LIN

5 fresh holdings — new conviction

Exited to nil (held last quarter, gone now)

$NRG$TXT$PPL$PTC$SYF

$NRG ($3.3M last qtr)$TXT ($1.15M last qtr)$PPL ($1.05M last qtr)$PTC ($1.05M last qtr)$SYF ($1M last qtr)

Sector allocation (share of reported value)

Information Technology 23%Communication Services 9%Consumer Discretionary 6%Financials 5%Health Care 3%Energy 2%Consumer Staples 2%Other holdings 50%SECTORS
  • $XLKInformation Technology23.3%
  • $XLCCommunication Services8.9%
  • $XLYConsumer Discretionary5.9%
  • $XLFFinancials5.0%
  • $XLVHealth Care2.5%
  • $XLEEnergy2.1%
  • $XLPConsumer Staples1.9%
  • Other holdings50.4%

each slice is a share of the reported long-US-equity value — smaller sectors and the rest of the book roll into “Other holdings”

Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.

Industry allocation (share of reported value)

Semiconductors 11%Interactive Media & Services 8%Technology Hardware, Storage & Peripherals 7%Systems Software 5%Broadline Retail 4%Pharmaceuticals 3%Integrated Oil & Gas 2%Automobile Manufacturers 2%Other holdings 58%INDUSTRIES
  • Semiconductors10.9%
  • Interactive Media & Services8.1%
  • Technology Hardware, Storage & Peripherals7.2%
  • Systems Software5.3%
  • Broadline Retail3.9%
  • Pharmaceuticals2.5%
  • Integrated Oil & Gas2.1%
  • Automobile Manufacturers2.0%
  • Other holdings58.0%

the finer GICS cut of the same book — same denominator — smaller industries roll into “Other holdings”

Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.

Top S&P 500 holdings

10 of 10 rows · sorted by Value ↓

TickerHoldingSharesValueΔ QoQWeight
$NVDANVIDIA Corporation165K$28.7M+3.23K8.1%
$AAPLApple Inc100K$25.4M-12K7.2%
$MSFTMicrosoft Corporation50.3K$18.6M-4.68K5.3%
$AMZNAmazon.com Inc65.9K$13.7M-3.73K3.9%
$GOOGAlphabet Inc. Class C Capital Stock39.4K$11.3M3.2%
$AVGOBroadcom Inc32K$9.9M+9.88K2.8%
$GOOGLAlphabet Inc31.5K$9.03M-44K2.5%
$METAMeta Platforms Inc14.7K$8.44M-6242.4%
$TSLATesla Inc19K$7.07M+17.3K2.0%
$BRK.BBerkshire Hathaway Inc.-Class B12.4K$5.95M+2.93K1.7%

…and 285 more holdings in the full 13F filing (top positions only shown).

SEC Form 13F data sets · public domain · 45-day filing lag · >$100M AUM managers · as reported

← All 13F filers·← QuantOrb.pro

How to read Δ QoQ — the five insight categories, and the caveats

The categories. Analysts, quants and retail traders look past total portfolio value to isolate actionable signals. Five categories matter.

Conviction & concentration shifts

New positions vs complete exits — a brand-new stock signals high conviction; a full liquidation suggests a broken thesis or tax-loss harvesting. Aggressive sizing — look at share count, not dollars: a 20% share increase during a drawdown is strong dip-buying. Concentration — a narrowing top-5/10 means conviction; spreading capital across more names means hedging.

Sector & macro allocation rotations

Aggregating Δ QoQ moves across sectors shows where smart money is leaning in or sneaking out — rotating out of growth into defensives or energy, for example. The fund's total long equity exposure quarter-over-quarter is a proxy for overall institutional risk appetite.

Crowding & smart-money consensus

When several managers initiate or expand the same stock in the same quarter, that is institutional consensus. Contrarian reads: top pickers buying hard into a beaten-down name the market is selling.

Derivative & option overlays

Reported call/put changes indicate whether managers are adding downside hedges or leveraging upside exposure. Note: a long increase may be half of a market-neutral pair trade.

Who reads this

Retail "cloners"High-conviction ideas to replicate ~45 days after quarter-end.
Corporate IRWhich funds bought or dumped the stock, before the next call.
Quant / algo tradersCross-sectional factor inputs: flow, momentum, ownership.

Four caveats before you trade on it

  • 45-day lag — holdings are quarter-end; positions may already be closed.
  • Long-only — 13Fs miss shorts, pair trades and cash.
  • No non-US / fixed income — the picture is US equities plus options.
  • Corporate actions — splits and spinoffs distort raw share deltas.

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