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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 3 of 3  ·  47 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 FNDX SCHWAB STRATEGIC TR 8,604.0 $270K 0.26% $31.41 +3.6%
42 SPY STATE STR SPDR S&P 500 ETF T Financial Services 350.0 $264K 0.25% $754.55 +1.5%
43 SNDK SANDISK CORP Technology 136.0 $261K 0.25% NEW $1915.92 -21.3%
44 VOO VANGUARD INDEX FDS 336.0 $233K 0.22% $693.88 +1.4%
45 APP APPLOVIN CORP Technology 422.0 $214K 0.20% -5.0 -1.2% $506.98 -39.7%
46 COF CAPITAL ONE FINL CORP Financial Services 1,054.0 $212K 0.20% NEW $201.55 +7.8%
47 WCC WESCO INTL INC Industrials 604.0 $202K 0.19% $335.02 +1.9%
Page 3 of 3  ·  47 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%