DOSSIER · 13F-HR · Q2 2026

New Jersey Better Educational Savings Trust

$62M in tracked AUM across 4 positions as of Q2 2026.

NJ
CIK 0001482010 · last filed Jun 30, 2026
Total AUM
$62M
as of Q2 2026
Holdings
4
positions
Whale Score
67
67
tracked
Activity
no data
changes this Q
AI Analysis · Q2 2026

Portfolio Overview

The New Jersey Better Educational Savings Trust (NJBEST) has reported a dramatic transformation in its investment portfolio for the period ending December 31, 2025. The total portfolio value surged by 3,507.4%, growing from approximately $1.63 million in the previous quarter to $58.74 million. This exponential increase is not attributable to market appreciation of existing assets but rather a significant capital deployment strategy, evidenced by the introducti...

Key Holdings

The portfolio is dominated by two massive fixed-income positions which together comprise roughly 94% of the total assets.

Analysis generated by 13F Insight from SEC Form 13F filing data · Q2 2026. Methodology

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
USIG
ISHARES TR
$26M508K41.9%
02
BND
VANGUARD BD INDEX FDS
$26M355K41.9%
03
SPYM
SPDR SERIES TRUST
$5M57K8.1%
04
IVV
ISHARES TR
$5M7K8.1%

Filing history

2026Q2Jun 30
$62M 2.0%
4 positionsView →
2026Q1Mar 31
$61M 3.7%
4 positionsView →
2025Q4Dec 31
$59M 3507.4%
9 positionsView →
2025Q3Sep 30
$2M 95.8%
4 positionsView →
2025Q2Jun 30
$39M 514.6%
8 positionsLocked
2025Q1Mar 31
$6M 87.8%
13 positionsLocked
2024Q4Dec 31
$52M 1.6%
32 positionsLocked
2024Q3Sep 30
$53M 5.8%
32 positionsLocked
2024Q2Jun 30
$50M 5.6%
28 positionsLocked
2024Q1Mar 31
$53M 11.6%
94 positionsLocked
2023Q4Dec 31
$47M 16.3%
93 positionsLocked
2023Q3Sep 30
$41M 4.0%
79 positionsLocked
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