13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001482010
Total reported value
$62.2M
$62.2M
9 檔
92.9%
In Q3 2025, New Jersey Better Educational Savings Trust's U.S. equity holdings reached a combined market value of $62.2M, distributed across 9 disclosed stock positions.
In Q3 2025, New Jersey Better Educational Savings Trust adopted a defensive or profit-taking posture, trimming 8 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 | 47.20% | -0.80% | -23.71% | |
| 2 | BND | Vanguard Total Bond Market | ETF-Other | 47.07% | -0.99% | — | |
| 3 | NVDA | Nvidia CORP | Stock-Tech | 1.24% | — | — | |
| 4 | AAPL | Apple Inc | Stock-Tech | 1.20% | — | — | |
| 5 | MSFT | Microsoft CORP | Stock-Tech | 1.16% | — | — | |
| 6 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.61% | — | — | |
| 7 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.59% | — | — | |
| 8 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.48% | — | — | |
| 9 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.45% | — | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | GOOGL | Alphabet Inc-cl A | -1% | — | Trim |
| 2 | JPM | Jpmorgan Chase & Co | -1% | — | Trim |
| 3 | META | Meta Platforms Inc-class A | -1% | — | Trim |
| 4 | AMZN | Amazon.com Inc | -1.5% | — | Trim |
| 5 | NVDA | Nvidia CORP | -1.7% | — | Trim |
| 6 | MSFT | Microsoft CORP | -2.3% | — | Trim |
| 7 | AAPL | Apple Inc | -3.1% | — | Trim |
| 8 | USIG | Ishares Broad Usd Investment | -21.7% | -23.71% | Trim |
| 9 | BND | Vanguard Total Bond Market | — | NEW | New buy |
| 10 | LLY | Eli Lilly & Co | — | EXIT | Sold out |
| 11 | BRK-B | Berkshire Hathaway Inc-cl B | — | EXIT | Sold out |
| 12 | XOM | Exxon Mobil CORP | — | EXIT | Sold out |
| 13 | PG | Procter & Gamble Co/the | — | EXIT | Sold out |
| 14 | WMT | Walmart Inc | — | EXIT | Sold out |
| 15 | AVGO | Broadcom Inc | — | EXIT | Sold out |
| 16 | JNJ | Johnson & Johnson | — | EXIT | Sold out |
| 17 | COST | Costco Wholesale CORP | — | EXIT | Sold out |
| 18 | GOOG | Alphabet Inc-cl C | — | EXIT | Sold out |
| 19 | V | Visa Inc-class A Shares | — | EXIT | Sold out |
| 20 | BAC | Bank Of America CORP | — | EXIT | Sold out |
| 21 | RTX | Rtx CORP | — | EXIT | Sold out |
| 22 | WFC | Wells Fargo & Co | — | EXIT | Sold out |
| 23 | GS | Goldman Sachs Group Inc | — | EXIT | Sold out |
| 24 | HD | Home Depot Inc | — | EXIT | Sold out |
| 25 | BMY | Bristol-myers Squibb Co | — | EXIT | Sold out |
| 26 | MRK | Merck & Co. Inc. | — | EXIT | Sold out |
| 27 | CSCO | Cisco Systems Inc | — | EXIT | Sold out |
| 28 | MCD | Mcdonald's CORP | — | EXIT | Sold out |
| 29 | KO | Coca-cola Co/the | — | EXIT | Sold out |
| 30 | PM | Philip Morris International | — | EXIT | Sold out |
| 31 | CAT | Caterpillar Inc | — | EXIT | Sold out |
| 32 | MA | Mastercard Inc - A | — | EXIT | Sold out |
| 33 | DIS | Walt Disney Co/the | — | EXIT | Sold out |
| 34 | GE | General Electric | — | EXIT | Sold out |
| 35 | WBD | Warner Bros Discovery Inc | — | EXIT | Sold out |
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 9 disclosed positions in Q3 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
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 USIG, BND, NVDA) accounted for 92.9% of total reported equity market value during Q3 2025.
Top New Position Initiated
BND
市值: $27.8M
Top Position Liquidated / Trimmed
LLY
前期市值: $519.5K
During Q3 2025, New Jersey Better Educational Savings Trust's top holdings by market value included USIG (47.2%)、BND (47.1%)、NVDA (1.2%). The largest single position, USIG, represented 47.2% of total portfolio value.
In Q3 2025, New Jersey Better Educational Savings Trust made 35 total portfolio adjustments, initiating 1 new buys, adding to 0 positions, trimming 8 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.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.