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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 3 of 3  ·  43 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 PLTR PALANTIR TECHNOLOGIES INC Technology 1,565.0 $216K 0.21% NEW $137.80 -3.9%
42 WCC WESCO INTL INC Industrials 604.0 $215K 0.21% NEW $355.31 -7.7%
43 APP APPLOVIN CORP Technology 427.0 $200K 0.20% NEW $468.55 -9.4%
Page 3 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%