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CIK: 0002093023
Total reported value
$104.4M
$104.4M
43 檔
47.6%
The Q1 2026 SEC filing reveals that Jeter Robert S II held a total portfolio value of $104.4M, covering 43 public equity positions.
During Q1 2026, Jeter Robert S II's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
In terms of portfolio concentration, the top 5 core holdings (including IVV, GSIE, MFSI) accounted for 47.6% of total reported equity market value during Q1 2026.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 21.27% | -0.16% | — | |
| 2 | GSIE | Goldman Sachs Activebeta Int | ETF-Commodities | 8.09% | -0.09% | — | |
| 3 | MFSI | Mfs Active International | ETF-Other | 7.87% | -0.06% | — | |
| 4 | FBND | Fidelity Total Bond ETF | ETF-Other | 6.30% | -0.18% | — | |
| 5 | JPIE | Jpmorgan Income ETF | ETF-Other | 5.94% | -0.28% | — | |
| 6 | MFSB | Mfs Active Core Plus Bond | ETF-Other | 5.70% | -0.15% | — | |
| 7 | PYLD | Pimco Multisector Bond Actv | ETF-Other | 5.39% | -0.09% | — | |
| 8 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 4.79% | +0.01% | — | |
| 9 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 4.47% | +0.13% | — | |
| 10 | AAPL | Apple Inc | Stock-Tech | 3.59% | +0.04% | — | |
| 11 | NVDA | Nvidia CORP | Stock-Tech | 2.96% | -0.13% | — | |
| 12 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 2.84% | -0.27% | — | |
| 13 | GSST | Goldman Sachs Ultra Short Bo | ETF-Commodities | 2.83% | -0.21% | — | |
| 14 | BINC | Ishares Flex I A Etf-usd Inc | ETF-Other | 2.77% | -0.10% | — | |
| 15 | MSFT | Microsoft CORP | Stock-Tech | 2.02% | +0.20% | — | |
| 16 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.19% | -0.21% | — | |
| 17 | AVGO | Broadcom Inc | Stock-Tech | 1.03% | -0.19% | — | |
| 18 | ESGU | Ishares Esg Aware Msci USA | ETF-Other | 0.85% | -0.02% | — | |
| 19 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.82% | +0.05% | — | |
| 20 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.74% | -0.05% | — | |
| 21 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.68% | -0.13% | — | |
| 22 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 0.61% | — | — | |
| 23 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.53% | -0.03% | — | |
| 24 | QCOM | Qualcomm Inc | Stock-Tech | 0.52% | -0.08% | — | |
| 25 | SMMU | Pimco Shrt Trm Muni Bnd ETF | ETF-Other | 0.47% | -0.02% | — | |
| 26 | JMUB | Jpmorgan Municipal ETF | ETF-Other | 0.47% | -0.03% | — | |
| 27 | MUNI | Pimco Intermediate Municipal | ETF-Other | 0.46% | -0.03% | — | |
| 28 | MU | Micron Technology Inc | Stock-Tech | 0.44% | +0.15% | — | |
| 29 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.40% | +0.11% | — | |
| 30 | CTAS | Cintas CORP | Stock-Industrials | 0.38% | +0.01% | — | |
| 31 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.36% | -0.02% | — | |
| 32 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.36% | -0.02% | — | |
| 33 | ADI | Analog Devices Inc | Stock-Tech | 0.36% | -0.03% | — | |
| 34 | AMGN | Amgen Inc | Stock-Healthcare | 0.33% | +0.02% | — | |
| 35 | AMD | Advanced Micro Devices | Stock-Tech | 0.28% | +0.17% | — | |
| 36 | MA | Mastercard Inc - A | Stock-Financials | 0.27% | — | — | |
| 37 | CRWD | Crowdstrike Holdings Inc - A | Stock-Tech | 0.27% | +0.10% | — | |
| 38 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-Other | 0.26% | — | — | |
| 39 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.26% | -0.01% | — | |
| 40 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.23% | -0.01% | — | |
| 41 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.21% | -0.21% | EXIT | |
| 42 | WCC | Wesco International Inc | Stock-Industrials | 0.21% | -0.02% | — | |
| 43 | APP | Applovin Corp-class A | Stock-Tech | 0.20% | — | — |
According to official SEC Form 13F filings, Jeter Robert S II reported a total U.S. public equity portfolio value of $104.4M across 43 disclosed positions in Q1 2026.
During Q1 2026, Jeter Robert S II's top holdings by market value included IVV (21.3%)、GSIE (8.1%)、MFSI (7.9%). The largest single position, IVV, represented 21.3% of total portfolio value.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In Q1 2026, Jeter Robert S II made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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