We are live on ! Find out more
NJBEST

New Jersey Better Educational Savings Trust Portfolio holdings

AUM $62.2M
1-Year Est. Return 2.58%
This Fund
S&P 500
This Quarter Est. Return
+2.31%
1 Year Est. Return
+2.58%
3 Year Est. Return
+41.96%
5 Year Est. Return
+84.34%
10 Year Est. Return
+280.7%
AUM
$62.2M
AUM Growth
+$1.24M
Cap. Flow
$0
Cap. Flow %
0%
Top 10 Hldgs %
100%
Holding
4
New
–
Increased
–
Reduced
–
Closed
–

Top Buys

No buys this quarter

Top Sells

No sells this quarter

Sector Composition

Rank Sector Weight

No holdings matched the selected filter criteria.

Similar funds

BGPJL
Bregal General Partner Jersey Ltd St. Helier, Jersey $62.3M AUM
AC
Amitell Capital Singapore $62.4M AUM 75.98% 1-Year Est. Return
HPCM
Hein Park Capital Management New York $61.3M AUM 14.47% 1-Year Est. Return
1I
1888 Investments Denver, Colorado $63M AUM 26.65% 1-Year Est. Return
KC
Kepos Capital New York $61.3M AUM 12.13% 1-Year Est. Return
AIM
Avanda Investment Management Singapore $63.1M AUM 2.43% 1-Year Est. Return
CP
Centerbridge Partners New York $61.1M AUM 3.67% 1-Year Est. Return
CSTB
Charles Schwab Trust Bank Henderson, Nevada $63.3M AUM 9.73% 1-Year Est. Return

New Jersey Better Educational Savings Trust's Q2 2026 Portfolio in Review

As of Q2 2026, New Jersey Better Educational Savings Trust held 4 positions worth $62.2M, up 2% from $60.9M the previous quarter. Its ten largest holdings account for 100% of the portfolio.

Trading was light in Q2 2026: portfolio turnover was 0%. New Jersey Better Educational Savings Trust opened no new positions and made no exits, leaving the 4-position portfolio largely intact.

  • New Jersey Better Educational Savings Trust's ten largest holdings make up 100% of its $62.2M portfolio in Q2 2026.
  • New Jersey Better Educational Savings Trust opened 0 new positions and closed 0 in Q2 2026.
  • New Jersey Better Educational Savings Trust's portfolio value rose 2% quarter-over-quarter to $62.2M.

Based on New Jersey Better Educational Savings Trust's 13F filing for Q2 2026, filed 23 Jul 2026.