§ 13F · FUND PROFILE
Jeter Robert S II.
AUM · $104M (13F)Positions · 47Turnover · n/a · Q2Filed · Jul 14, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$2M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 14, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | 29K | $22M | 21.1% | +1% |
| 2 | GSIE | GOLDMAN SACHS ETF TR | 181K | $8M | 8.0% | +2% |
| 3 | MFSI | MFS ACTIVE EXCHANGE TRADED F | 250K | $8M | 7.8% | +1% |
| 4 | FBND | FIDELITY MERRIMACK STR TR | 141K | $6M | 6.1% | +2% |
| 5 | JPIE | J P MORGAN EXCHANGE TRADED F | 129K | $6M | 5.7% | −1% |
| 6 | MFSB | MFS ACTIVE EXCHANGE TRADED F | 233K | $6M | 5.5% | +2% |
| 7 | PYLD | PIMCO ETF TR | 210K | $6M | 5.3% | +3% |
| 8 | IJH | ISHARES TR | 66K | $5M | 4.8% | +2% |
| 9 | IJR | ISHARES TR | 33K | $5M | 4.6% | +2% |
| 10 | AAPL | APPLE INC | 12K | $4M | 3.6% | −2% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE JETER SIGNAL
AC read
Jeter Robert S II is a institutional fund managing $104 million in assets. The fund runs a portfolio of 47 positions.
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