StockDriftsStockDriftsTop 50 Supplemental Annuity Collective Trust of NJ Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| NVDA | NVIDIA CORPORATION | 7.98% | 155.3K | $31.1M | -5.58%(-9.19K) | $8.29(+2626.47%) | 2026-06-30 | |
| AAPL | APPLE INC | 7% | 94.2K | $27.3M | -5.84%(-5.85K) | $53.40(+471.83%) | 2026-06-30 | |
| MSFT | MICROSOFT CORP | 4.56% | 47.6K | $17.8M | -5.32%(-2.68K) | $29.85(+1528.55%) | 2026-06-30 | |
| AMZN | AMAZON COM INC | 3.84% | 62.8K | $15.0M | -4.68%(-3.08K) | $29.67(+784.92%) | 2026-06-30 | |
| GOOGL | ALPHABET INC | 3.45% | 37.6K | $13.4M | -4.53%(-1.78K) | $300.28(+14.80%) | 2026-06-30 | |
| AVGO | BROADCOM INC | 2.95% | 30.4K | $11.5M | -5.03%(-1.61K) | $116.63(+237.59%) | 2026-06-30 | |
| GOOG | ALPHABET INC | 2.75% | 30.3K | $10.7M | -3.72%(-1.17K) | $33.07(+936.25%) | 2026-06-30 | |
| MU | MICRON TECHNOLOGY INC | 2.14% | 7.2K | $8.3M | -4.83%(-367) | $39.14(+2493.02%) | 2026-06-30 | |
| META | META PLATFORMS INC | 2.04% | 14.1K | $7.9M | -4.48%(-661) | $131.00(+342.98%) | 2026-06-30 | |
| TSLA | TESLA INC | 1.95% | 18.1K | $7.6M | -5.09%(-969) | $401.38(-15.15%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +24.53% | +93.12% | +15.72% | +107.47% |
| Top 20 Holdings Unweighted | +21.94% | +81.32% | +15.07% | +101.77% |
Supplemental Annuity Collective Trust of NJ reports $389.46M in US-listed equity holdings across 298 positions in its most recent 13F filing. Its largest disclosed positions are NVDA (8.0%), AAPL (7.0%) and MSFT (4.6%). The top 20 holdings account for 50.53% of reported assets. Its disclosed equity book has returned +93.12% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
Sign up free to track Supplemental Annuity Collective Trust of NJ, compare funds side by side, and get alerts the moment positions change.
Holdings on this page are parsed from Supplemental Annuity Collective Trust of NJ’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1483065). View Supplemental Annuity Collective Trust of NJ’s 13F filings on SEC