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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
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 ADBE ADOBE INC Technology 3,065.0 $685K 0.66% NEW $223.64 +22.2%
2 WDC WESTERN DIGITAL CORP Technology 686.0 $400K 0.38% NEW $582.58 -23.9%
3 GLW CORNING INC Technology 1,679.0 $321K 0.31% NEW $190.89 -22.6%
4 SNDK SANDISK CORP Technology 136.0 $261K 0.25% NEW $1915.92 -21.4%
5 COF CAPITAL ONE FINL CORP Financial Services 1,054.0 $212K 0.20% NEW $201.55 +7.9%

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%