Jeter Robert S II
Long book
$100.4M
Q1 2026
Positions
43
Top-10 weight
73%
concentration
Last quarter
+10.8%
SPY +14.8%
Turnover
—
of book per quarter
Strategy in plain words
auto-generated from filingsJeter Robert S II is a wealth-management firm allocating client money, specialised in technology (81% of the long book), running a $100.4M US long book across 43 positions.
The portfolio is concentrated: the top 10 names carry 73% of the portfolio. Current anchor positions: ISHARES CORE S&P 500 ETF, GOLDMAN SACHS ACTIVEBETA INT, MFS ACTIVE INTERNATIONAL, FIDELITY TOTAL BOND ETF, JPMORGAN INCOME ETF.
Its holdings are mechanical (indexing / client flows), so position changes carry no stock-picking signal.
Sector allocation
Technology 81%
Consumer discretionary 8%
Healthcare 4%
Industrials 3%
Other 2%
Services media 2%
Long book by quarter
What does Jeter Robert own?
Q1 2026 13F| Company | Sector | Shares | Value | % of book | Change |
|---|---|---|---|---|---|
| AAPL APPLE INC | Technology | 12.3K | $3.6M | 3.6% | Held |
| NVDA NVIDIA CORP | Technology | 13.8K | $3.0M | 3.0% | Held |
| MSFT MICROSOFT CORP | Technology | 4.9K | $2.0M | 2.0% | Held |
| AMZN AMAZON.COM INC | Consumer discretionary | 4.4K | $1.2M | 1.2% | Held |
| AVGO BROADCOM INC | Technology | 2.4K | $1.0M | 1.0% | Held |
| GOOG ALPHABET INC-CL C | Technology | 2.1K | $827K | 0.8% | Held |
| GOOGL ALPHABET INC-CL A | Technology | 1.8K | $741K | 0.7% | Held |
| META META PLATFORMS INC-CLASS A | Technology | 1.1K | $680K | 0.7% | Held |
| TSLA TESLA INC | Industrials | 1.3K | $536K | 0.5% | Held |
| QCOM QUALCOMM INC | Technology | 2.4K | $520K | 0.5% | Held |
| MU MICRON TECHNOLOGY INC | Technology | 589 | $440K | 0.4% | Held |
| LLY ELI LILLY & CO | Healthcare | 428 | $406K | 0.4% | Held |
| CTAS CINTAS CORP | Other | 2.3K | $378K | 0.4% | Held |
| ADI ANALOG DEVICES INC | Technology | 858 | $357K | 0.4% | Held |
| AMGN AMGEN INC | Healthcare | 994 | $330K | 0.3% | Held |
| AMD ADVANCED MICRO DEVICES | Technology | 607 | $276K | 0.3% | Held |
| MA MASTERCARD INC - A | Services media | 556 | $275K | 0.3% | Held |
| CRWD CROWDSTRIKE HOLDINGS INC - A | Technology | 508 | $268K | 0.3% | Held |
| PLTR PALANTIR TECHNOLOGIES INC-A | Technology | 1.6K | $216K | 0.2% | Held |
| WCC WESCO INTERNATIONAL INC | Consumer discretionary | 604 | $215K | 0.2% | Held |
| APP APPLOVIN CORP-CLASS A | Technology | 427 | $200K | 0.2% | Held |
13F filing history
| Period | Form | Filed | Entries | Reported value | Flags | Source |
|---|---|---|---|---|---|---|
| Q1 2026 | 13F-HR | May 12, 2026 | 43 | $100.4M | canonical | SEC ↗ |