Supplemental Annuity Collective Trust of NJ — 13F Holdings & Portfolio

CIK 1483065 · latest 13F-HR filed 2026-05-01

Supplemental Annuity Collective Trust of NJ manages $354.9M in 13F-reported U.S. long-equity assets across 297 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are NVDA (8.09%), AAPL (7.16%), MSFT (5.25%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 162 new positions, exited 75, added to 32, and trimmed 94.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

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AUM

$354.9M

Long-equity book

Holdings

297

Distinct positions

Period

2026-03-31

Filed 2026-05-01

Q/Q Activity

+162 / −75 / ↑32 / ↓94

vs 2025-12-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • TESLA INC$6.3M +830.6%
  • BROADCOM INC$2.2M +29.4%
  • ABBVIE INC$1.9M +284.6%
  • CHEVRON CORPORATION$1.5M +125.9%
  • BERKSHIRE HATHAWAY INC DEL$1.2M +24.7%
Show all 32

Top Trims

  • ALPHABET INC-$14.7M -61.9%
  • MICROSOFT CORP-$8.0M -30.0%
  • APPLE INC-$5.1M -16.6%
  • JPMORGAN CHASE & CO-$4.1M -43.3%
  • ELI LILLY & CO-$3.9M -43.8%
Show all 94

New Positions

  • ALPHABET INC$11.3M
  • PALANTIR TECHNOLOGIES INC$2.3M
  • COCA COLA CO$2.0M
  • APPLIED MATLS INC$1.8M
  • LINDE PLC$1.6M
Show all 162

Exited Positions

  • NRG ENERGY INC$3.3M
  • CHENIERE ENERGY INC$1.4M
  • MACOM TECH SOLUTIONS HLDGS I$1.4M
  • TEXTRON INC$1.2M
  • OSI SYSTEMS INC$1.1M
Show all 75
All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 NVIDIA CORPORATION NVDA 67066G104 $28.7M 8.09% 164,535 SH
2 APPLE INC AAPL 037833100 $25.4M 7.16% 100,050 SH
3 MICROSOFT CORP MSFT 594918104 $18.6M 5.25% 50,324 SH
4 AMAZON COM INC AMZN 023135106 $13.7M 3.87% 65,869 SH
5 ALPHABET INC GOOGL 02079K305 $11.3M 3.19% 39,393 SH
6 BROADCOM INC AVGO 11135F101 $9.9M 2.79% 31,975 SH
7 ALPHABET INC GOOG 02079K107 $9.0M 2.55% 31,485 SH
8 META PLATFORMS INC META 30303M102 $8.4M 2.38% 14,746 SH
9 TESLA INC TSLA 88160R101 $7.1M 1.99% 19,026 SH
10 BERKSHIRE HATHAWAY INC DEL BRK.B 084670702 $5.9M 1.68% 12,416 SH
11 JPMORGAN CHASE & CO JPM 46625H100 $5.4M 1.53% 18,432 SH
12 ELI LILLY & CO LLY 532457108 $4.9M 1.39% 5,377 SH
13 EXXON MOBIL CORP XOM 30231G102 $4.8M 1.37% 28,554 SH
14 JOHNSON & JOHNSON JNJ 478160104 $4.0M 1.12% 16,313 SH
15 WALMART INC WMT 931142103 $3.7M 1.04% 29,691 SH
16 VISA INC V 92826C839 $3.5M 0.97% 11,427 SH
17 COSTCO WHOLESALE CORPORATION COST 22160K105 $3.0M 0.84% 3,001 SH
18 MASTERCARD INCORPORATED MA 57636Q104 $2.8M 0.78% 5,552 SH
19 NETFLIX INC. NFLX 64110L106 $2.8M 0.78% 28,691 SH
20 CHEVRON CORPORATION CVX 166764100 $2.7M 0.75% 12,815 SH
21 ABBVIE INC ABBV 00287Y109 $2.6M 0.73% 11,967 SH
22 MICRON TECHNOLOGY INC MU 595112103 $2.6M 0.72% 7,600 SH
23 PROCTER & GAMBLE CO PG 742718109 $2.3M 0.64% 15,822 SH
24 PALANTIR TECHNOLOGIES INC PLTR 69608A108 $2.3M 0.64% 15,467 SH
25 CATERPILLAR INC CAT 149123101 $2.2M 0.63% 3,169 SH
26 ADVANCED MICRO DEVICES INC AMD 007903107 $2.2M 0.63% 11,023 SH
27 BANK AMERICA CORP BAC 060505104 $2.2M 0.62% 45,490 SH
28 HOME DEPOT INC HD 437076102 $2.2M 0.62% 6,740 SH
29 CISCO SYS INC CSCO 17275R102 $2.1M 0.58% 26,683 SH
30 GE AEROSPACE GE 369604301 $2.0M 0.57% 7,142 SH
31 MERCK & CO INC MRK 58933Y105 $2.0M 0.57% 16,806 SH
32 COCA COLA CO KO 191216100 $2.0M 0.56% 26,213 SH
33 APPLIED MATLS INC AMAT 038222105 $1.8M 0.52% 5,394 SH
34 LAM RESEARCH CORP LRCX 512807306 $1.8M 0.51% 8,504 SH
35 RTX CORPORATION RTX 75513E101 $1.8M 0.49% 9,078 SH
36 PHILIP MORRIS INTL INC PM 718172109 $1.7M 0.49% 10,540 SH
37 GOLDMAN SACHS GROUP INC GS 38141G104 $1.7M 0.48% 2,031 SH
38 WELLS FARGO & CO WFC 949746101 $1.7M 0.48% 21,255 SH
39 ORACLE CORP ORCL 68389X105 $1.7M 0.47% 11,389 SH
40 UNITEDHEALTH GROUP INC UNH 91324P102 $1.7M 0.47% 6,133 SH
41 GE VERNOVA INC GEV 36828A101 $1.6M 0.45% 1,837 SH
42 LINDE PLC LIN G54950103 $1.6M 0.44% 3,162 SH
43 INTERNATIONAL BUSINESS MACHS IBM 459200101 $1.5M 0.43% 6,329 SH
44 MCDONALDS CORP MCD 580135101 $1.5M 0.42% 4,822 SH
45 PEPSICO INC PEP 713448108 $1.4M 0.41% 9,258 SH
46 VERIZON COMMUNICATIONS INC VZ 92343V104 $1.4M 0.40% 28,549 SH
47 AT&T INC T 00206R102 $1.4M 0.39% 48,003 SH
48 CITIGROUP INC C 172967424 $1.4M 0.39% 12,115 SH
49 MORGAN STANLEY MS 617446448 $1.3M 0.38% 8,179 SH
50 INTEL CORP INTC 458140100 $1.3M 0.38% 30,360 SH
Filing History
Period Filed AUM Holdings Accession
2026-03-31 2026-05-01 $354.9M 297 0001483065-26-000002
2025-12-31 2026-01-29 $386.9M 210 0001483065-26-000001