Gilliland Jeter Wealth Management LLC
Long book
$337.6M
Q1 2026
Positions
184
Top-10 weight
38%
concentration
Last quarter
+11.4%
SPY +14.8%
Turnover
13%
of book per quarter
Strategy in plain words
auto-generated from filingsGilliland Jeter Wealth Management LLC is an institutional manager, running a $337.6M US long book across 184 positions.
The portfolio is moderately concentrated (top 10 ≈ 38% of the book). Turnover is modest: positions are typically held for years. Current anchor positions: APPLE INC, NVIDIA CORP, WALMART INC, ISHARES RUSSELL 1000 GROWTH, VANGUARD DIVIDEND APPREC ETF.
Over the last 9 quarters its long book ran on average 0pp per quarter ahead of the S&P 500, beating the index in 6 of 9 quarters. Signal value of individual moves is limited — treat changes as weak evidence.
Implied long-book return vs S&P 500
methodology: positions priced quarterly, no shorts/options Fund long book S&P 500
Q1 2024
+4.6%
Q2 2024
+6.1%
Q3 2024
+2.6%
Q4 2024
-3.3%
Q1 2025
+9.6%
Q2 2025
+8.5%
Q3 2025
+2.3%
Q4 2025
-1.0%
Q1 2026
+11.4%
Sector allocation
Technology 38%
Financials 12%
Consumer discretionary 11%
Industrials 11%
Energy 8%
Healthcare 6%
Utilities 5%
Communications 4%
Long book by quarter
What does Gilliland Jeter own?
Q1 2026 13F| Company | Sector | Shares | Value | % of book | Change |
|---|---|---|---|---|---|
| AAPL APPLE INC | Technology | 111.5K | $28.3M | 8.4% | -0.6% |
| NVDA NVIDIA CORP | Technology | 149.6K | $26.1M | 7.7% | +0.3% |
| WMT WALMART INC | Consumer discretionary | 114.9K | $14.3M | 4.2% | -0.9% |
| AMZN AMAZON.COM INC | Consumer discretionary | 44.0K | $9.2M | 2.7% | -0.2% |
| CAT CATERPILLAR INC | Industrials | 12.1K | $8.6M | 2.5% | -0.4% |
| T AT&T INC | Communications | 284.2K | $8.2M | 2.4% | -1.5% |
| MSFT MICROSOFT CORP | Technology | 19.5K | $7.2M | 2.1% | -1.0% |
| JPM JPMORGAN CHASE & CO | Financials | 23.3K | $6.9M | 2.0% | -1.0% |
| META META PLATFORMS INC-CLASS A | Technology | 11.7K | $6.7M | 2.0% | 0.0% |
| MPC MARATHON PETROLEUM CORP | Energy | 22.0K | $5.4M | 1.6% | -0.2% |
| CVX CHEVRON CORP | Energy | 24.8K | $5.1M | 1.5% | -2.7% |
| LRCX LAM RESEARCH CORP | Industrials | 22.6K | $4.8M | 1.4% | -7.8% |
| GOOG ALPHABET INC-CL C | Technology | 14.8K | $4.2M | 1.3% | 0.0% |
| AFL AFLAC INC | Financials | 33.4K | $3.7M | 1.1% | 0.0% |
| BRK/B BERKSHIRE HATHAWAY INC-CL B | Financials | 7.3K | $3.5M | 1.0% | -0.3% |
| XOM EXXON MOBIL CORP | Energy | 20.6K | $3.5M | 1.0% | -0.6% |
| V VISA INC-CLASS A SHARES | Services media | 11.1K | $3.3M | 1.0% | +0.5% |
| GOOGL ALPHABET INC-CL A | Technology | 11.5K | $3.3M | 1.0% | +0.2% |
| DTE DTE ENERGY COMPANY | Utilities | 22.4K | $3.3M | 1.0% | Held |
| AVGO BROADCOM INC | Technology | 10.4K | $3.2M | 1.0% | 0.0% |
| BAC BANK OF AMERICA CORP | Financials | 65.6K | $3.2M | 0.9% | +0.6% |
| JCI JOHNSON CONTROLS INTERNATION | Industrials | 23.9K | $3.1M | 0.9% | -0.5% |
| JNJ JOHNSON & JOHNSON | Healthcare | 12.5K | $3.1M | 0.9% | -0.2% |
| COP CONOCOPHILLIPS | Energy | 22.7K | $3.0M | 0.9% | -0.9% |
| CRM SALESFORCE INC | Technology | 15.9K | $3.0M | 0.9% | +14.9% |
| ORCL ORACLE CORP | Technology | 20.1K | $3.0M | 0.9% | 0.0% |
| MRK MERCK & CO. INC. | Healthcare | 23.7K | $2.9M | 0.8% | 0.0% |
| WMB WILLIAMS COS INC | Utilities | 37.0K | $2.7M | 0.8% | -1.0% |
| MSI MOTOROLA SOLUTIONS INC | Technology | 5.8K | $2.5M | 0.7% | -0.3% |
| BSX BOSTON SCIENTIFIC CORP | Healthcare | 37.8K | $2.4M | 0.7% | Held |
| HBAN HUNTINGTON BANCSHARES INC | Financials | 147.8K | $2.3M | 0.7% | +147.3% |
| ISRG INTUITIVE SURGICAL INC | Healthcare | 4.8K | $2.2M | 0.7% | -2.2% |
| PM PHILIP MORRIS INTERNATIONAL | Consumer staples | 12.7K | $2.1M | 0.6% | -0.2% |
| AEP AMERICAN ELECTRIC POWER | Utilities | 15.3K | $2.0M | 0.6% | Held |
| CB CHUBB LTD | Financials | 6.2K | $2.0M | 0.6% | -0.9% |
| ALL ALLSTATE CORP | Financials | 9.5K | $2.0M | 0.6% | -0.4% |
| DTM DT MIDSTREAM INC | Utilities | 11.2K | $1.5M | 0.4% | Held |
| UNP UNION PACIFIC CORP | Industrials | 6.1K | $1.5M | 0.4% | 0.0% |
| LLY ELI LILLY & CO | Healthcare | 1.6K | $1.5M | 0.4% | +1.0% |
| COST COSTCO WHOLESALE CORP | Consumer discretionary | 1.3K | $1.3M | 0.4% | Held |
| VZ VERIZON COMMUNICATIONS INC | Communications | 25.1K | $1.3M | 0.4% | +1.4% |
| JBHT HUNT (JB) TRANSPRT SVCS INC | Industrials | 5.8K | $1.2M | 0.4% | -1.7% |
| BE BLOOM ENERGY CORP- A | Industrials | 8.7K | $1.2M | 0.3% | Held |
| PG PROCTER & GAMBLE CO/THE | Other | 7.9K | $1.1M | 0.3% | -0.7% |
| TJX TJX COMPANIES INC | Consumer discretionary | 6.8K | $1.1M | 0.3% | -0.7% |
| CP CANADIAN PACIFIC KANSAS CITY | Industrials | 13.7K | $1.1M | 0.3% | 0.0% |
| WCN WASTE CONNECTIONS INC | Utilities | 6.1K | $998K | 0.3% | -1.9% |
| IBM INTL BUSINESS MACHINES CORP | Technology | 4.0K | $964K | 0.3% | +0.1% |
| AR ANTERO RESOURCES CORP | Energy | 22.4K | $950K | 0.3% | Held |
| MU MICRON TECHNOLOGY INC | Technology | 2.8K | $949K | 0.3% | -27.8% |
13F filing history
| Period | Form | Filed | Entries | Reported value | Flags | Source |
|---|---|---|---|---|---|---|
| Q1 2026 | 13F-HR | Apr 24, 2026 | 184 | $337.6M | canonical | SEC ↗ |
| Q4 2025 | 13F-HR | Jan 23, 2026 | 174 | $330.8M | canonical | SEC ↗ |
| Q3 2025 | 13F-HR | Oct 28, 2025 | 172 | $324.0M | canonical | SEC ↗ |
| Q2 2025 | 13F-HR | Jul 24, 2025 | 178 | $307.1M | canonical | SEC ↗ |
| Q1 2025 | 13F-HR | Apr 30, 2025 | 176 | $282.9M | canonical | SEC ↗ |
| Q4 2024 | 13F-HR | Jan 28, 2025 | 173 | $296.3M | canonical | SEC ↗ |
| Q3 2024 | 13F-HR/ANEW HOLDINGS | Oct 21, 2024 | 665 | $309.5M | canonical | SEC ↗ |
| Q3 2024 | 13F-HR | Oct 17, 2024 | 633 | $287.1M | canonical | SEC ↗ |
| Q2 2024 | 13F-HR | Jul 24, 2024 | 687 | $296.9M | canonical | SEC ↗ |
| Q1 2024 | 13F-HR | May 2, 2024 | 633 | $287.1M | canonical | SEC ↗ |
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