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Portfolio (Quarterly) Guide ↗

Jeter Robert S II

· CIK 0002093023
13F Portfolio $100M AUM 43 positions Filed May 12, 2026 EDGAR ↗ ← All Funds
Q1 2026 · All 43 New
Page 2 of 3  ·  43 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 META META PLATFORMS INC Communication Services 1,115.0 $680K 0.68% NEW $609.50 +6.0%
22 USMV ISHARES TR 6,474.0 $609K 0.61% NEW $94.03 +2.7%
23 TSLA TESLA INC Consumer Cyclical 1,252.0 $536K 0.53% NEW $428.35 -11.1%
24 QCOM QUALCOMM INC Technology 2,372.0 $520K 0.52% NEW $219.09 -21.6%
25 SMMU PIMCO ETF TR 9,419.0 $475K 0.47% NEW $50.43 -0.1%
26 JMUB J P MORGAN EXCHANGE TRADED F 9,334.0 $470K 0.47% NEW $50.39 -0.4%
27 MUNI PIMCO ETF TR 8,797.0 $461K 0.46% NEW $52.42 -0.5%
28 MU MICRON TECHNOLOGY INC Technology 589.0 $440K 0.44% NEW $746.81 +13.7%
29 LLY ELI LILLY & CO Healthcare 428.0 $406K 0.41% NEW $949.16 +24.2%
30 CTAS CINTAS CORP Industrials 2,266.0 $378K 0.38% NEW $166.97 +22.4%
31 IEMG ISHARES INC 4,359.0 $362K 0.36% NEW $83.01 -7.3%
32 IEFA ISHARES TR 3,689.0 $359K 0.36% NEW $97.30 -1.1%
33 ADI ANALOG DEVICES INC Technology 858.0 $357K 0.36% NEW $416.52 -9.9%
34 AMGN AMGEN INC Healthcare 994.0 $330K 0.33% NEW $331.70 +10.4%
35 AMD ADVANCED MICRO DEVICES INC Technology 607.0 $276K 0.28% NEW $455.19 +8.9%
36 MA MASTERCARD INCORPORATED Financial Services 556.0 $275K 0.27% NEW $495.48 +9.7%
37 CRWD CROWDSTRIKE HLDGS INC Technology 508.0 $268K 0.27% NEW $131.94 +53.9%
38 FNDX SCHWAB STRATEGIC TR 8,604.0 $261K 0.26% NEW $30.38 +3.6%
39 SPY STATE STR SPDR S&P 500 ETF T Financial Services 350.0 $258K 0.26% NEW $737.23 +0.8%
40 VOO VANGUARD INDEX FDS 336.0 $228K 0.23% NEW $678.05 +0.8%
Page 2 of 3  ·  43 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 67.1%
Communication Services 12.7%
Consumer Cyclical 9.7%
Healthcare 4.1%
Industrials 3.3%
Financial Services 3.0%