Supplemental Annuity Collective Trust of NJ holds a diversified book of 298 stocks worth $389.5M as of Q2 2026 (disclosed Jul 27, 2026, a ~45-day 13F lag). This quarter they opened Marvell Technology Inc and trimmed Nvidia Corp. Their largest long position is Nvidia Corp at 8% of the equity book. Cloning the disclosed picks since 2024 would be +43% (+22.9%/yr). That is a simulation of the disclosed long book, not audited returns.
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Use Arkolith to show Supplemental Annuity Collective Trust of NJ's latest holdings, largest changes, and filing provenance.
Following at the filing date actually beat the quarter-end book by 7.6 points over this window.
Growth of $10,000 cloning Supplemental Annuity Collective Trust of NJ's disclosed long 13F book, rebalanced on each filing date (so it reflects the ~45-day reporting lag, no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
100% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Supplemental Annuity Collective Trust of NJ
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| VANGUARD GROUP INC | 80 / 80 | $3.9T |
| BlackRock, Inc. | 80 / 80 | $3.1T |
| VANGUARD CAPITAL MANAGEMENT LLC | 80 / 80 | $2.5T |
| STATE STREET CORP | 80 / 80 | $1.7T |
| FMR LLC | 80 / 80 | $1.0T |
| GEODE CAPITAL MANAGEMENT, LLC | 80 / 80 | $946.2B |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 80 / 80 | $846.7B |
| JPMORGAN CHASE & CO | 80 / 80 | $692.6B |
Ranked by how many of Supplemental Annuity Collective Trust of NJ's top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Nvidia Corporation COM | $31.1M | 155.3K | 8.0% | ▼−5.6% Reduced · −9K sh | |
| 2 | Apple Inc COM | $27.3M | 94.2K | 7.0% | ▼−5.8% Reduced · −6K sh | |
| 3 | Microsoft Corp COM | $17.8M | 47.6K | 4.6% | ▼−5.3% Reduced · −3K sh | |
| 4 | Amazon Com Inc COM | $15.0M | 62.8K | 3.8% | ▼−4.7% Reduced · −3K sh | |
| 5 | Alphabet Inc CAP STK CL A | $13.4M | 37.6K | 3.5% | ▼−4.5% Reduced · −2K sh | |
| 6 | Broadcom Inc COM | $11.5M | 30.4K | 2.9% | ▼−5.0% Reduced · −2K sh | |
| 7 | Alphabet Inc CAP STK CL C | $10.7M | 30.3K | 2.8% | ▼−3.7% Reduced · −1K sh | |
| 8 | Micron Technology Inc COM | $8.3M | 7.2K | 2.1% | ▼−4.8% Reduced · −367 sh | |
| 9 | Meta Platforms Inc CL A | $7.9M | 14.1K | 2.0% | ▼−4.5% Reduced · −661 sh | |
| 10 | Tesla Inc COM | $7.6M | 18.1K | 2.0% | ▼−5.1% Reduced · −969 sh | |
| 11 | Eli Lilly & Co COM | $6.1M | 5.1K | 1.6% | ▼−5.6% Reduced · −303 sh | |
| 12 | Advanced Micro Devices Inc COM | $6.1M | 10.5K | 1.6% | ▼−5.1% Reduced · −564 sh | |
| 13 | Berkshire Hathaway Inc Del CL B NEW | $5.9M | 11.8K | 1.5% | ▼−5.3% Reduced · −657 sh | |
| 14 | JPMorgan Chase & Co COM | $5.6M | 17.2K | 1.4% | ▼−6.8% Reduced · −1K sh | |
| 15 | Intel Corp COM | $4.2M | 30.3K | 1.1% | ▼−0.2% Reduced · −58 sh | |
| 16 | Johnson & Johnson COM | $3.9M | 15.4K | 1.0% | ▼−5.3% Reduced · −873 sh | |
| 17 | Applied Matls Inc COM | $3.7M | 5.1K | 0.9% | ▼−5.6% Reduced · −304 sh | |
| 18 | Visa Inc COM CL A | $3.7M | 10.6K | 0.9% | ▼−6.8% Reduced · −782 sh | |
| 19 | Exxon Mobil Corp COM | $3.6M | 26.6K | 0.9% | ▼−6.9% Reduced · −2K sh | |
| 20 | Lam Research Corp COM NEW | $3.5M | 8.0K | 0.9% | ▼−5.7% Reduced · −483 sh | |
| 21 | Walmart Inc COM | $3.2M | 28.1K | 0.8% | ▼−5.3% Reduced · −2K sh | |
| 22 | Caterpillar Inc COM | $3.1M | 3.0K | 0.8% | ▼−6.8% Reduced · −215 sh | |
| 23 | Cisco Sys Inc COM | $3.0M | 25.3K | 0.8% | ▼−5.0% Reduced · −1K sh | |
| 24 | Abbvie Inc COM | $2.9M | 11.3K | 0.7% | ▼−5.3% Reduced · −635 sh | |
| 25 | Costco Wholesale Corporation COM | $2.7M | 2.8K | 0.7% | ▼−5.2% Reduced · −155 sh | |
| 26 | Mastercard Incorporated CL A | $2.7M | 5.2K | 0.7% | ▼−6.8% Reduced · −377 sh | |
| 27 | Kla Corp COM NEW | $2.5M | 8.4K | 0.6% | ▲+841% Added · +7K sh | |
| 28 | Ge Aerospace COM NEW | $2.5M | 6.7K | 0.6% | ▼−6.3% Reduced · −450 sh | |
| 29 | Unitedhealth Group Inc COM | $2.4M | 5.8K | 0.6% | ▼−5.0% Reduced · −308 sh | |
| 30 | Bank Of Amer Corp COM | $2.4M | 41.9K | 0.6% | ▼−7.9% Reduced · −4K sh | |
| 31 | Home Depot Inc COM | $2.3M | 6.4K | 0.6% | ▼−5.2% Reduced · −352 sh | |
| 32 | Procter & Gamble Co COM | $2.2M | 14.9K | 0.6% | ▼−5.6% Reduced · −887 sh | |
| 33 | Sandisk Corp COM | $2.2M | 950 | 0.6% | ▼−4.9% Reduced · −49 sh | |
| 34 | Merck & Co Inc COM | $2.0M | 15.8K | 0.5% | ▼−5.7% Reduced · −965 sh | |
| 35 | Ge Vernova Inc COM | $2.0M | 1.7K | 0.5% | ▼−6.2% Reduced · −113 sh | |
| 36 | Coca Cola Co COM | $2.0M | 24.8K | 0.5% | ▼−5.3% Reduced · −1K sh | |
| 37 | Chevron Corporation COM | $2.0M | 12.0K | 0.5% | ▼−6.3% Reduced · −808 sh | |
| 38 | Netflix Inc. COM | $1.9M | 27.0K | 0.5% | ▼−5.9% Reduced · −2K sh | |
| 39 | Goldman Sachs Group Inc COM | $1.9M | 1.9K | 0.5% | ▼−6.8% Reduced · −139 sh | |
| 40 | Philip Morris Intl Inc COM | $1.8M | 10.0K | 0.5% | ▼−5.2% Reduced · −544 sh | |
| 41 | Palo Alto Networks Inc COM | $1.8M | 5.2K | 0.5% | ▼−3.4% Reduced · −181 sh | |
| 42 | Texas Instrs Inc COM | $1.7M | 5.8K | 0.4% | ▼−5.1% Reduced · −315 sh | |
| 43 | Palantir Technologies Inc CL A | $1.7M | 14.7K | 0.4% | ▼−4.8% Reduced · −740 sh | |
| 44 | International Business Machs COM | $1.7M | 6.0K | 0.4% | ▼−4.8% Reduced · −301 sh | |
| 45 | Marvell Technology Inc COM | $1.7M | 5.6K | 0.4% | ▲New New position | |
| 46 | RTX Corporation COM | $1.6M | 8.6K | 0.4% | ▼−4.8% Reduced · −441 sh | |
| 47 | Wells Fargo & Co COM | $1.6M | 19.6K | 0.4% | ▼−7.7% Reduced · −2K sh | |
| 48 | Morgan Stanley COM NEW | $1.6M | 7.7K | 0.4% | ▼−6.0% Reduced · −490 sh | |
| 49 | Oracle Corp COM | $1.6M | 10.9K | 0.4% | ▼−4.4% Reduced · −505 sh | |
| 50 | Linde PLC SHS | $1.5M | 3.0K | 0.4% | ▼−6.2% Reduced · −197 sh |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 27, 2026 | 298 | $389.5M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | May 1, 2026 | 297 | $354.9M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 29, 2026 | 210 | $386.9M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 7, 2025 | 208 | $380.0M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Aug 5, 2025 | 203 | $355.0M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 9, 2025 | 209 | $318.5M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Jan 30, 2025 | 214 | $339.9M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Nov 4, 2024 | 213 | $338.6M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.