New Jersey Better Educational Savings Trust
โขCIK: 1482010โขFiling: Q4 2025
**New Jersey Better Educational Savings Trust** is a managed portfolio with $59M in Assets Under Management, currently maintaining a concentrated position across nine holdings. The strategy exhibits a significant allocation to fixed income and insurance, notably with $27.7M in BND and $27.6M in USIG. Technology exposure is present, with top-ten holdings including AAPL ($0.8M), NVDA ($0.7M), and MSFT ($0.6M). This structure suggests a defensive tilt underpinned by core fixed-income assets while maintaining selective growth exposure.
Total AUM
$58.7M
QoQ Performance
-0.4%
Positions
9
Top 10 Concentration
100.0%
Latest Filing
Q4 2025
Top Holdings Allocation
BND
USIG
BND47.1%
USIG47.0%
AAPL1.3%
NVDA1.2%
MSFT1.1%
GOOGL0.8%
AMZN0.6%
JPM0.5%
๐ Biggest Buys
No new positions or increases this quarter
๐ Biggest Sells
No reductions this quarter
Sector Breakdown
Other94.1%
Technology4.8%
Consumer0.6%
Financial0.5%
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023