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CIK: 0001482010
Total reported value
$62.2M
$62.2M
8 檔
61.4%
The Q2 2025 SEC filing reveals that New Jersey Better Educational Savings Trust held a total portfolio value of $62.2M, covering 8 public equity positions.
In Q2 2025, New Jersey Better Educational Savings Trust adopted a defensive or profit-taking posture, trimming 7 positions and completely liquidating 26 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | USIG | Ishares Broad Usd Investment | ETF-Other | 92.32% | -0.80% | — | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 1.69% | — | -71.93% | |
| 3 | NVDA | Nvidia CORP | Stock-Tech | 1.59% | — | -71.93% | |
| 4 | AAPL | Apple Inc | Stock-Tech | 1.47% | — | -71.93% | |
| 5 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.93% | — | -71.94% | |
| 6 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.73% | — | -71.96% | |
| 7 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.65% | — | -71.94% | |
| 8 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.63% | — | -71.93% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | USIG | Ishares Broad Usd Investment | +23.4% | — | Unchanged |
| 2 | WBD | Warner Bros Discovery Inc | -0.2% | EXIT | Sold out |
| 3 | GE | General Electric | -0.4% | EXIT | Sold out |
| 4 | MA | Mastercard Inc - A | -0.4% | EXIT | Sold out |
| 5 | DIS | Walt Disney Co/the | -0.4% | EXIT | Sold out |
| 6 | PM | Philip Morris International | -0.4% | EXIT | Sold out |
| 7 | CAT | Caterpillar Inc | -0.4% | EXIT | Sold out |
| 8 | KO | Coca-cola Co/the | -0.4% | EXIT | Sold out |
| 9 | MCD | Mcdonald's CORP | -0.4% | EXIT | Sold out |
| 10 | CSCO | Cisco Systems Inc | -0.4% | EXIT | Sold out |
| 11 | BMY | Bristol-myers Squibb Co | -0.5% | EXIT | Sold out |
| 12 | MRK | Merck & Co. Inc. | -0.5% | EXIT | Sold out |
| 13 | HD | Home Depot Inc | -0.5% | EXIT | Sold out |
| 14 | RTX | Rtx CORP | -0.5% | EXIT | Sold out |
| 15 | WFC | Wells Fargo & Co | -0.5% | EXIT | Sold out |
| 16 | GS | Goldman Sachs Group Inc | -0.5% | EXIT | Sold out |
| 17 | V | Visa Inc-class A Shares | -0.5% | EXIT | Sold out |
| 18 | BAC | Bank Of America CORP | -0.5% | EXIT | Sold out |
| 19 | COST | Costco Wholesale CORP | -0.6% | EXIT | Sold out |
| 20 | GOOG | Alphabet Inc-cl C | -0.6% | EXIT | Sold out |
| 21 | JNJ | Johnson & Johnson | -0.6% | EXIT | Sold out |
| 22 | AVGO | Broadcom Inc | -0.6% | EXIT | Sold out |
| 23 | PG | Procter & Gamble Co/the | -0.7% | EXIT | Sold out |
| 24 | WMT | Walmart Inc | -0.7% | EXIT | Sold out |
| 25 | XOM | Exxon Mobil CORP | -0.8% | EXIT | Sold out |
| 26 | META | Meta Platforms Inc-class A | -0.8% | -71.96% | Trim |
| 27 | JPM | Jpmorgan Chase & Co | -0.8% | -71.93% | Trim |
| 28 | GOOGL | Alphabet Inc-cl A | -0.9% | -71.94% | Trim |
| 29 | LLY | Eli Lilly & Co | -1% | EXIT | Sold out |
| 30 | BRK-B | Berkshire Hathaway Inc-cl B | -1% | EXIT | Sold out |
| 31 | AMZN | Amazon.com Inc | -1.2% | -71.94% | Trim |
| 32 | NVDA | Nvidia CORP | -1.3% | -71.93% | Trim |
| 33 | MSFT | Microsoft CORP | -1.7% | -71.93% | Trim |
| 34 | AAPL | Apple Inc | -2.8% | -71.93% | Trim |
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 8 disclosed positions in Q2 2025.
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In terms of portfolio concentration, the top 5 core holdings (including USIG, MSFT, NVDA) accounted for 61.4% of total reported equity market value during Q2 2025.
Top Position Liquidated / Trimmed
LLY
前期市值: $519.5K
During Q2 2025, New Jersey Better Educational Savings Trust's top holdings by market value included USIG (92.3%)、MSFT (1.7%)、NVDA (1.6%). The largest single position, USIG, represented 92.3% of total portfolio value.
In Q2 2025, New Jersey Better Educational Savings Trust made 33 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 7 holdings, and fully liquidating 26 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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