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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 2 of 2  ·  22 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 CRWD CROWDSTRIKE HLDGS INC Technology 2,044.0 $383K 0.37% +2K +302.4% $46.80 +296.2%
22 ADI ANALOG DEVICES INC Technology 869.0 $344K 0.33% +11.0 +1.3% $395.65 -5.6%
Page 2 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%