New Jersey Better Educational Savings Trust
- SEC CIK
- 0001482010
- Latest filing
- Jul 23, 2026
The latest 13F from New Jersey Better Educational Savings Trust covers Q2 2026 (filed Jul 23, 2026): 4 long positions worth $62.2M. The top 10 holdings make up 100.0% of the portfolio, and the largest is iShares Broad Usd Investment Grade Corporate Bond ETF at 41.9%. Livermore has 22 filings on Form 13F from this institution, going back to Q1 2021.
What changed in Q2 2026
Share counts compared with Q1 2026: how many positions were new, added to, reduced or sold out, and the biggest buys and sells. Dollar amounts are estimated at the quarter-end prices implied by the filing.
- New
- 0
- Added
- 0
- Reduced
- 0
- Sold out
- 0
Top 5 holdings
Share of this quarter's portfolio value
- iShares Broad Usd Investment Grade Corporate Bond ETF46428862041.9%$26.0M
- Vanguard Total Bond Market ETF92193783541.9%$26.0M
- State Street SPDR Portfolio S&P 500 ETF78464A8548.1%$5.05M
- iShares Core S&P 500 ETF4642872008.1%$5.04M
Share of portfolio
Each position's share of portfolio value
- iShares Broad Usd Investment Grade Corporate Bond ETF41.9%
- Vanguard Total Bond Market ETF41.9%
- State Street SPDR Portfolio S&P 500 ETF8.1%
- iShares Core S&P 500 ETF8.1%
Biggest buys
New and added positions, by estimated amount bought
None this quarter.
Largest weight increases
New and added positions, by percentage points of the portfolio gained
None this quarter.
Biggest sells
Reduced and sold-out positions, by estimated amount sold
None this quarter.
Largest weight decreases
Reduced and sold-out positions, by percentage points of the portfolio lost
None this quarter.
Metrics
13F metrics for Q2 2026, computed only from the numbers in the filings. Definitions below.
- Portfolio value
- $62.2M
- +$1.24M (+2.0%) vs. prior quarter
- Positions
- 4
- 0 vs. prior quarter
- Top 10 concentration
- 100.0%
- Top 10 as share of value
- Turnover
- 0.0%
- Q2 2026, one quarter
- Average holding period
- 5.8 quarters
- Weighted by value
How these are calculated
- Portfolio value: the market value of all long positions in the 13F, as reported at quarter end, excluding options.
- Top 10 concentration: the combined value of the 10 largest positions as a share of portfolio value.
- Turnover: the smaller of this quarter's estimated purchases and estimated sales, divided by the average of this and last quarter's portfolio value. Estimates multiply the change in shares by the quarter-end price implied by the filing (market value divided by shares); new positions use this quarter's value and sold-out positions last quarter's. Only positions reported in shares count, and it is not calculated when the previous quarter was not filed.
- Average holding period: how many consecutive quarters each current position has been held (including this one; a quarter without the position or without a filing starts the count over), weighted by this quarter's value. Counting starts with the first 13F in Livermore (Q1 2021), so positions held before then are understated.
13F filings by quarter
22 quarters, going back to Q1 2021. Bars show each quarter's 13F portfolio value; quarters without a filing are left blank.
Peak $62.2M (Q2 2026)
| Quarter | Filed | Positions | Value | Top 3 holdings | Changes | Filing |
|---|---|---|---|---|---|---|
| Q2 2026 | Jul 23, 2026 | 4 | $62.2M | iShares Broad Usd Investment Grade Corporate Bond ETFVanguard Total Bond Market ETFState Street SPDR Portfolio S&P 500 ETF | vs. Q1 2026 | SEC |
| Q1 2026 | Apr 30, 2026 | 4 | $60.9M | Vanguard Total Bond Market ETFiShares Broad Usd Investment Grade Corporate Bond ETFState Street SPDR Portfolio S&P 500 ETF | vs. Q4 2025 | SEC |
| Q4 2025 | Jan 29, 2026 | 9 | $58.7M | Vanguard Total Bond Market ETFiShares Broad Usd Investment Grade Corporate Bond ETFAAPL | vs. Q3 2025 | SEC |
| Q3 2025 | Nov 7, 2025 | 9 | $59.0M | iShares Broad Usd Investment Grade Corporate Bond ETFVanguard Total Bond Market ETFNVDA | vs. Q2 2025 | SEC |
| Q2 2025 | Aug 5, 2025 | 8 | $38.9M | iShares Broad Usd Investment Grade Corporate Bond ETFMSFTNVDA | vs. Q1 2025 | SEC |
| Q1 2025 | May 9, 2025 | 34 | $51.8M | iShares Broad Usd Investment Grade Corporate Bond ETFAAPLMSFT | vs. Q4 2024 | SEC |
| Q4 2024 | Jan 31, 2025 | 32 | $52.0M | iShares Broad Usd Investment Grade Corporate Bond ETFAAPLMSFT | vs. Q3 2024 | SEC |
| Q3 2024 | Nov 4, 2024 | 32 | $52.9M | iShares Broad Usd Investment Grade Corporate Bond ETFAAPLMSFT | vs. Q2 2024 | SEC |
| Q2 2024 | Aug 6, 2024 | 28 | $50.0M | iShares Broad Usd Investment Grade Corporate Bond ETFMSFTAAPL | vs. Q1 2024 | SEC |
| Q1 2024 | May 2, 2024 | 94 | $52.9M | MSFTAAPLNVDA | vs. Q4 2023 | SEC |
| Q4 2023 | Feb 2, 2024 | 93 | $47.4M | AAPLMSFTAMZN | vs. Q3 2023 | SEC |
| Q3 2023 | Nov 8, 2023 | 79 | $40.8M | AAPLMSFTAMZN | vs. Q2 2023 | SEC |
| Q2 2023 | Aug 2, 2023 | 83 | $42.5M | AAPLMSFTAMZN | vs. Q1 2023 | SEC |
| Q1 2023 | Apr 26, 2023 | 77 | $37.0M | AAPLMSFTAMZN | vs. Q4 2022 | SEC |
| Q4 2022 | Jan 26, 2023 | 76 | $33.9M | AAPLMSFTAMZN | vs. Q3 2022 | SEC |
| Q3 2022 | Oct 28, 2022 | 65 | $29.9M | AAPLMSFTAMZN | vs. Q2 2022 | SEC |
| Q2 2022 | Jul 27, 2022 | 68 | $31.8M | AAPLMSFTAMZN | vs. Q1 2022 | SEC |
| Q1 2022 | May 2, 2022 | 82 | $41.0M | AAPLMSFTAMZN | vs. Q4 2021 | SEC |
| Q4 2021 | Jan 25, 2022 | 92 | $45.1M | AAPLMSFTAMZN | vs. Q3 2021 | SEC |
| Q3 2021 | Oct 26, 2021 | 96 | $50.4M | AAPLMSFTAMZN | vs. Q2 2021 | SEC |
| Q2 2021 | Jul 23, 2021 | 96 | $50.1M | AAPLMSFTAMZN | vs. Q1 2021 | SEC |
| Q1 2021 | Apr 26, 2021 | 92 | $45.4M | AAPLMSFTAMZN | – | SEC |