New Jersey Better Educational Savings Trust
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed August 5, 2025), New Jersey Better Educational Savings Trust reported 8 stock positions worth $38.9 million. Its top holding was iShares Broad Usd Investment (USIG) at 92.3% of the portfolio, followed by Microsoft (MSFT, 1.7%) and Nvidia (NVDA, 1.6%). Compared with Q1 2025, it sold out of 26 and reduced 7. The biggest sale was Apple (AAPL, shares −72%).
- Most Recent 13F
- Q2 2026
- Location
- TRENTON, NJ
- CIK
- 0001482010
- Portfolio Value
- $38.9M (Q2 2025)
- SEC Filing
- 0001085146-25-004530 ↗ filed Aug 5, 2025
Holdings Value
Holdings 8 stocks · $38.9M
| USIG iShares Broad Usd Investment | 92.32% | 698,945 | $36.0M | No change |
| MSFT Microsoft Corp. | 1.69% | 1,322 | $658K | Reduce -71.9% |
| NVDA Nvidia Corp. | 1.59% | 3,908 | $617K | Reduce -71.9% |
| AAPL Apple Inc. | 1.47% | 2,789 | $572K | Reduce -71.9% |
| AMZN Amazon.com Inc. | 0.93% | 1,644 | $361K | Reduce -71.9% |
| META Meta Platforms Inc. Class A | 0.73% | 383 | $283K | Reduce -72.0% |
| GOOGL Alphabet Inc. Class A | 0.65% | 1,443 | $254K | Reduce -71.9% |
| JPM JPMorgan Chase & Co. | 0.63% | 847 | $246K | Reduce -71.9% |
Portfolio Sells Q1 2025 → Q2 2025
| AAPL Apple Inc. | Reduce -71.9% | 1.47% | −2.79 |
| MSFT Microsoft Corp. | Reduce -71.9% | 1.69% | −1.72 |
| NVDA Nvidia Corp. | Reduce -71.9% | 1.59% | −1.33 |
| AMZN Amazon.com Inc. | Reduce -71.9% | 0.93% | −1.23 |
| LLY Eli Lilly & Co. | Sold out | 0.00% | −1.00 |
| BRK.B Berkshire Hathaway Inc. Class B | Sold out | 0.00% | −1.00 |
| GOOGL Alphabet Inc. Class A | Reduce -71.9% | 0.65% | −0.88 |
| JPM JPMorgan Chase & Co. | Reduce -71.9% | 0.63% | −0.80 |
| META Meta Platforms Inc. Class A | Reduce -72.0% | 0.73% | −0.79 |
| XOM Exxon Mobil Corp. | Sold out | 0.00% | −0.77 |
| PG The Procter & Gamble Co. | Sold out | 0.00% | −0.69 |
| WMT Walmart Inc. | Sold out | 0.00% | −0.69 |
| AVGO Broadcom Inc. | Sold out | 0.00% | −0.63 |
| JNJ Johnson & Johnson | Sold out | 0.00% | −0.62 |
| COST Costco Wholesale Corp. | Sold out | 0.00% | −0.58 |
| GOOG Alphabet Inc. Class C | Sold out | 0.00% | −0.58 |
| V Visa Inc. Class A | Sold out | 0.00% | −0.51 |
| BAC Bank of America Corp. | Sold out | 0.00% | −0.51 |
| RTX RTX Corp. | Sold out | 0.00% | −0.47 |
| WFC Wells Fargo & Co. | Sold out | 0.00% | −0.47 |
| GS Goldman Sachs Group Inc. | Sold out | 0.00% | −0.47 |
| HD Home Depot Inc. | Sold out | 0.00% | −0.46 |
| BMY Bristol-Myers Squibb Co. | Sold out | 0.00% | −0.45 |
| MRK Merck & Co. Inc. | Sold out | 0.00% | −0.45 |
| CSCO Cisco Systems Inc. | Sold out | 0.00% | −0.44 |
| MCD McDonald's Corp. | Sold out | 0.00% | −0.43 |
| KO The Coca-Cola Co. | Sold out | 0.00% | −0.42 |
| PM Philip Morris International | Sold out | 0.00% | −0.41 |
| CAT Caterpillar Inc. | Sold out | 0.00% | −0.41 |
| MA Mastercard Inc. Class A | Sold out | 0.00% | −0.40 |
| DIS The Walt Disney Co. | Sold out | 0.00% | −0.40 |
| GE General Electric | Sold out | 0.00% | −0.39 |
| WBD Warner Bros Discovery Inc. | Sold out | 0.00% | −0.21 |
Portfolio Buys Q1 2025 → Q2 2025
| None this quarter. | |||
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 4 | $62.2M | USIG, BND, SPYM, IVV |
| Q1 2026 | 4 | $60.9M | BND, USIG, SPYM, IVV |
| Q4 2025 | 9 | $58.7M | BND, USIG, AAPL, NVDA, MSFT |
| Q3 2025 | 9 | $59.0M | USIG, BND, NVDA, AAPL, MSFT |
| Q2 2025 | 8 | $38.9M | USIG, MSFT, NVDA, AAPL, AMZN |
| Q1 2025 | 34 | $51.8M | USIG, AAPL, MSFT, NVDA, AMZN |
| Q4 2024 | 32 | $52.0M | USIG, AAPL, MSFT, NVDA, AMZN |
| Q3 2024 | 32 | $52.9M | USIG, AAPL, MSFT, NVDA, AMZN |
| Q2 2024 | 28 | $50.0M | USIG, MSFT, AAPL, NVDA, AMZN |
| Q1 2024 | 94 | $52.9M | MSFT, AAPL, NVDA, AMZN, AVGO |