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CIK: 0001482010
Total reported value
$62.2M
$62.2M
94 檔
24.1%
During the Q1 2024 filing period, New Jersey Better Educational Savings Trust (CIK: 0001482010) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $62.2M across 94 reported positions.
During Q1 2024, New Jersey Better Educational Savings Trust's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 8.05% | — | — | |
| 2 | AAPL | Apple Inc | Stock-Tech | 7.43% | — | — | |
| 3 | NVDA | Nvidia CORP | Stock-Tech | 5.50% | — | — | |
| 4 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 4.32% | — | — | |
| 5 | AVGO | Broadcom Inc | Stock-Tech | 3.07% | — | — | |
| 6 | META | Meta Platforms Inc-class A | Stock-Comm Services | 2.81% | — | — | |
| 7 | LLY | Eli Lilly & Co | Stock-Healthcare | 2.81% | — | — | |
| 8 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 2.51% | — | — | |
| 9 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.45% | — | — | |
| 10 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.34% | — | — | |
| 11 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 2.04% | — | — | |
| 12 | MRK | Merck & Co. Inc. | Stock-Healthcare | 2.01% | — | — | |
| 13 | XOM | Exxon Mobil CORP | Stock-Energy | 1.79% | — | — | |
| 14 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.50% | — | — | |
| 15 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.49% | — | — | |
| 16 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.47% | — | — | |
| 17 | MA | Mastercard Inc - A | Stock-Financials | 1.28% | — | — | |
| 18 | V | Visa Inc-class A Shares | Stock-Financials | 1.18% | — | — | |
| 19 | CVX | Chevron CORP | Stock-Energy | 1.15% | — | — | |
| 20 | WMT | Walmart Inc | Stock-Consumer Staples | 1.05% | — | +200.00% | |
| 21 | COP | Conocophillips | Stock-Energy | 1.03% | — | — | |
| 22 | HD | Home Depot Inc | Stock-Consumer Disc | 1.01% | — | — | |
| 23 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.99% | — | — | |
| 24 | BAC | Bank Of America CORP | Stock-Financials | 0.99% | — | — | |
| 25 | CAT | Caterpillar Inc | Stock-Industrials | 0.97% | — | — | |
| 26 | ABBV | Abbvie Inc | Stock-Healthcare | 0.96% | — | — | |
| 27 | CRM | Salesforce Inc | Stock-Tech | 0.94% | — | — | |
| 28 | MLM | Martin Marietta Materials | Stock-Materials | 0.93% | — | — | |
| 29 | URI | United Rentals Inc | Stock-Industrials | 0.91% | — | — | |
| 30 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.86% | — | — | |
| 31 | WFC | Wells Fargo & Co | Stock-Financials | 0.81% | — | — | |
| 32 | CMCSA | Comcast Corp-class A | Stock-Comm Services | 0.80% | — | — | |
| 33 | CSCO | Cisco Systems Inc | Stock-Tech | 0.77% | — | — | |
| 34 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.76% | — | — | |
| 35 | AMD | Advanced Micro Devices | Stock-Tech | 0.75% | — | — | |
| 36 | QCOM | Qualcomm Inc | Stock-Tech | 0.75% | — | — | |
| 37 | MDT | Medtronic plc | Stock-Healthcare | 0.74% | — | — | |
| 38 | ROK | Rockwell Automation Inc | Stock-Industrials | 0.73% | — | — | |
| 39 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.72% | — | — | |
| 40 | PATK | Patrick Industries Inc | Stock-Consumer Disc | 0.70% | — | — | |
| 41 | LMB | Limbach Holdings Inc | Stock-Other | 0.70% | — | — | |
| 42 | PRU | Prudential Financial Inc | Stock-Financials | 0.69% | — | — | |
| 43 | BKNG | Booking Holdings Inc | Stock-Consumer Disc | 0.69% | — | — | |
| 44 | RTX | Rtx CORP | Stock-Industrials | 0.67% | — | — | |
| 45 | GE | General Electric | Stock-Industrials | 0.65% | — | — | |
| 46 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.63% | — | — | |
| 47 | NEE | Nextera Energy Inc | Stock-Utilities | 0.62% | — | — | |
| 48 | FDX | Fedex CORP | Stock-Industrials | 0.60% | — | — | |
| 49 | ORCL | Oracle CORP | Stock-Tech | 0.59% | — | — | |
| 50 | HUM | Humana Inc | Stock-Healthcare | 0.59% | — | — |
According to official SEC Form 13F filings, New Jersey Better Educational Savings Trust reported a total U.S. public equity portfolio value of $62.2M across 94 disclosed positions in Q1 2024.
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Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including MSFT, AAPL, NVDA) accounted for 24.1% of total reported equity market value during Q1 2024.
During Q1 2024, New Jersey Better Educational Savings Trust's top holdings by market value included MSFT (8.1%)、AAPL (7.4%)、NVDA (5.5%). The largest single position, MSFT, represented 8.1% of total portfolio value.
In Q1 2024, New Jersey Better Educational Savings Trust made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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