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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 JPIE J P MORGAN EXCHANGE TRADED F 128,769.0 $5.9M 5.66% -733.0 -0.6% $45.87 +0.2%
2 AAPL APPLE INC Technology 12,023.0 $3.8M 3.63% -252.0 -2.0% $315.31 -1.7%
3 GSST GOLDMAN SACHS ETF TR 54,271.0 $2.7M 2.62% -2K -3.8% $50.46 +0.2%
4 J P MORGAN EXCHANGE TRADED F 53,264.0 $2.7M 2.58% -3K -5.6% $50.45
5 AMZN AMAZON COM INC Consumer Cyclical 4,159.0 $1.0M 0.98% -214.0 -4.9% $245.34 +6.4%
6 AVGO BROADCOM INC Technology 2,195.0 $878K 0.84% -205.0 -8.5% $399.94 -10.8%
7 ESGU ISHARES TR 5,239.0 $868K 0.83% -50.0 -0.9% $165.69 +1.3%
8 META META PLATFORMS INC Communication Services 864.0 $578K 0.55% -251.0 -22.5% $669.24 -14.8%
9 SMMU PIMCO ETF TR 9,293.0 $468K 0.45% -126.0 -1.3% $50.38 -0.1%
10 JMUB J P MORGAN EXCHANGE TRADED F 9,196.0 $463K 0.44% -138.0 -1.5% $50.38 -1.3%
11 MUNI PIMCO ETF TR 8,674.0 $454K 0.43% -123.0 -1.4% $52.30 -1.0%
12 MA MASTERCARD INCORPORATED Financial Services 538.0 $283K 0.27% -18.0 -3.2% $526.74 +13.8%
13 APP APPLOVIN CORP Technology 422.0 $214K 0.20% -5.0 -1.2% $506.98 -38.7%

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%