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Portfolio (Quarterly) Guide ↗

Jeter Robert S II

· CIK 0002093023
13F Portfolio $104M AUM 47 positions Filed Jul 14, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 5 New 22 Added 13 Reduced 1 Exited
Page 1 of 2  ·  22 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 IVV ISHARES TR 29,063.0 $22.0M 21.11% +244.0 +0.8% $758.11 +1.5%
2 GSIE GOLDMAN SACHS ETF TR 181,174.0 $8.3M 8.00% +4K +2.3% $46.07 +5.2%
3 MFS ACTIVE EXCHANGE TRADED F 249,803.0 $8.2M 7.81% +2K +1.0% $32.63
4 FBND FIDELITY MERRIMACK STR TR 141,085.0 $6.4M 6.12% +3K +2.0% $45.25 -0.1%
5 MFS ACTIVE EXCHANGE TRADED F 233,382.0 $5.8M 5.55% +5K +2.0% $24.82
6 PYLD PIMCO ETF TR 210,374.0 $5.5M 5.30% +6K +2.8% $26.30 +0.1%
7 IJH ISHARES TR 66,156.0 $5.0M 4.80% +1K +1.8% $75.67 +0.6%
8 IJR ISHARES TR 32,997.0 $4.8M 4.60% +530.0 +1.6% $145.56 +0.8%
9 NVDA NVIDIA CORPORATION Technology 13,981.0 $2.9M 2.83% +154.0 +1.1% $210.96 +1.0%
10 BINC BLACKROCK ETF TRUST II 53,481.0 $2.8M 2.67% +345.0 +0.7% $52.18 -0.1%
11 MSFT MICROSOFT CORP Technology 6,009.0 $2.3M 2.22% +1K +22.9% $385.12 +27.7%
12 GOOG ALPHABET INC 2,560.0 $909K 0.87% +476.0 +22.8% $355.07
13 GOOGL ALPHABET INC Communication Services 2,019.0 $721K 0.69% +171.0 +9.2% $357.10 -2.8%
14 USMV ISHARES TR 6,554.0 $641K 0.61% +80.0 +1.2% $97.77 +3.8%
15 MU MICRON TECHNOLOGY INC Technology 633.0 $620K 0.59% +44.0 +7.5% $979.30 -4.7%
16 LLY ELI LILLY & CO Healthcare 445.0 $529K 0.51% +17.0 +4.0% $1189.83 +3.7%
17 TSLA TESLA INC Consumer Cyclical 1,267.0 $517K 0.49% +15.0 +1.2% $407.76 -14.1%
18 AMD ADVANCED MICRO DEVICES INC Technology 837.0 $467K 0.45% +230.0 +37.9% $557.89 -14.1%
19 QCOM QUALCOMM INC Technology 2,403.0 $455K 0.44% +31.0 +1.3% $189.16 -15.1%
20 CTAS CINTAS CORP Industrials 2,279.0 $409K 0.39% +13.0 +0.6% $179.64 +14.0%
Page 1 of 2  ·  22 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 73.4%
Consumer Cyclical 8.0%
Communication Services 6.8%
Healthcare 4.7%
Financial Services 4.0%
Industrials 3.2%