Gilliland Jeter Wealth Management LLC
Filing Date
Global Rank
#1,025
/ 3,203
▲ 2692
Top Industry
Semiconductors
14.2%
3Y Alpha vs SPY
+1.4%
Period ended 30 days ago
Filed Jul 29, 2026 · 1d
11 quarters · since Dec 2023
Clone Performance
Feb 2024–Jul 2026 · vs SPYHypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.
Cloned portfolio
+55.7%
SPY
+50.3%
Annualised alpha
+1.7%
Max drawdown
−19.1%
Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. It tracks 100% of reported value on average across 10 quarters. Past performance does not predict future results.
Portfolio Concentration
134 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026Top Position
11.3%
+0.2 pts
Top 5
35.0%
+1.2 pts
Top 10
48.3%
+1.0 pts
HHI
379
Diversified+15
Portfolio Trend
11 quarters · across all stocks
Sector Breakdown
As of Jun 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 36.6% | $102,179,195 |
| Financial Services | 14.5% | $40,560,262 |
| Industrials | 10.6% | $29,619,024 |
| Energy | 8.6% | $24,068,755 |
| Consumer Defensive | 6.9% | $19,281,062 |
| Communication Services | 6.4% | $17,948,264 |
| Healthcare | 5.7% | $15,846,364 |
| Consumer Cyclical | 4.8% | $13,399,331 |
| Unclassified | 2.2% | $6,033,870 |
| Utilities | 2.1% | $5,922,537 |
| Basic Materials | 1.0% | $2,779,743 |
| Real Estate | 0.6% | $1,765,092 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| SMR | NUSCALE POWER Corp | +2,602 | 20,872 | $209,346 | |
| SNOW | Snowflake Inc. | +1,251 | 6,244 | $1,589,098 | |
| ORCL | Oracle Corp | +961 | 21,053 | $3,085,317 | |
| NVDA | Nvidia Corp | +477 | 150,036 | $30,020,703 | |
| VZ | Verizon Communications Inc | +336 | 25,389 | $1,074,970 | |
| GDV | Gabelli Dividend & Income Trust | +294 | 26,552 | $780,628 | |
| CCI | Crown Castle Inc. | +267 | 7,090 | $536,925 | |
| QQQ | Invesco Qqq Trust, Series 1 | +204 | 4,528 | $3,334,419 | |
| META | Meta Platforms, Inc. | +148 | 11,888 | $6,696,391 | |
| BTO | John Hancock Financial Opportunities Fund | +107 | 37,494 | $1,478,013 | |
| ALL | Allstate Corp | +94 | 9,625 | $2,290,172 | |
| CI | Cigna Group | +90 | 1,677 | $462,315 | |
| FCX | Freeport-Mcmoran Inc | +69 | 5,108 | $321,242 | |
| AMT | American Tower Corp /Ma/ | +62 | 4,224 | $690,919 | |
| BP | Bp PLC | +60 | 56,747 | $2,096,801 | |
| OZK | Bank OZK | +45 | 12,695 | $661,282 | |
| SFNC | Simmons First National Corp | +42 | 12,137 | $274,903 | |
| RPM | Rpm International Inc/De/ | +36 | 6,800 | $755,820 | |
| MO | Altria Group, Inc. | +32 | 14,278 | $1,027,302 | |
| PFE | Pfizer Inc | +31 | 22,560 | $543,244 | |
| MU | Micron Technology Inc | +29 | 2,838 | $3,275,875 | |
| WMT | Walmart Inc. | +25 | 114,953 | $13,019,576 | |
| MA | Mastercard Inc | +21 | 1,445 | $742,152 | |
| HAL | Halliburton Co | +20 | 6,080 | $206,416 | |
| TJX | Tjx Companies Inc /De/ | +13 | 6,849 | $1,037,623 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| AR | ANTERO RESOURCES Corp | −11,000 | 11,385 | $400,068 | |
| BSX | Boston Scientific Corp | −10,916 | 26,838 | $1,145,445 | |
| HBAN | Huntington Bancshares Inc /Md/ | −2,989 | 144,846 | $2,568,119 | |
| AAPL | Apple Inc. | −2,527 | 109,006 | $31,541,976 | |
| BX | Blackstone Inc. | −1,880 | 2,836 | $333,712 | |
| WMB | Williams Companies, Inc. | −1,615 | 35,402 | $2,631,784 | |
| MRK | Merck & Co., Inc. | −1,054 | 22,675 | $2,913,737 | |
| DVN | Devon Energy Corp/De | −987 | 11,284 | $466,254 | |
| XOM | ExxonMobil Holdings Corp | −928 | 19,646 | $2,686,001 | |
| T | At&T Inc. | −918 | 283,330 | $5,864,931 | |
| COP | Conocophillips | −880 | 21,814 | $2,267,783 | |
| CP | Canadian Pacific Kansas City Ltd/Cn | −868 | 12,855 | $1,113,885 | |
| WCN | Waste Connections, Inc. | −804 | 5,337 | $889,624 | |
| AMZN | Amazon Com Inc | −777 | 43,189 | $10,293,666 | |
| CRM | Salesforce, Inc. | −678 | 15,260 | $2,390,631 | |
| JCI | Johnson Controls International plc | −657 | 23,270 | $3,399,979 | |
| ABT | Abbott Laboratories | −490 | 4,788 | $434,463 | |
| ACV | Virtus Diversified Income & Convertible Fund | −369 | 24,780 | $702,265 | |
| DAL | Delta Air Lines, Inc. | −331 | 8,246 | $772,320 | |
| MSFT | Microsoft Corp | −323 | 19,195 | $7,160,118 | |
| JPM | Jpmorgan Chase & Co | −313 | 23,018 | $7,534,481 | |
| JNJ | Johnson & Johnson | −301 | 12,245 | $3,109,862 | |
| NVS | Novartis AG | −300 | 6,398 | $1,002,694 | |
| PG | PROCTER & GAMBLE Co | −197 | 7,751 | $1,136,606 | |
| MPC | Marathon Petroleum Corp | −186 | 21,847 | $5,585,622 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter
10 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| PLTR | Palantir Technologies Inc. | 5,162 | $602,250 | |
| DELL | Dell Technologies Inc. | 741 | $319,711 | |
| TER | Teradyne, Inc | 614 | $297,077 | |
| STX | Seagate Technology Holdings plc | 300 | $289,500 | |
| SPCX | Space Exploration Technologies Corp | 1,505 | $257,144 | |
| CSCO | Cisco Systems, Inc. | 1,929 | $226,580 | |
| AMD | Advanced Micro Devices Inc | 380 | $220,745 | |
| MS | Morgan Stanley | 1,033 | $215,938 | |
| IAU | Ishares Gold Trust | 2,795 | $211,050 | |
| PH | Parker-Hannifin Corp | 209 | $204,427 | |
| No positions match the current search. | ||||
Sold Out
Positions the filer fully exited
6 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| NOW | ServiceNow, Inc. | 4,185 | $437,541 | |
| MKL | Markel Group Inc. | 212 | $405,782 | |
| GPN | Global Payments Inc | 4,460 | $300,158 | |
| NFLX | Netflix Inc | 2,823 | $271,431 | |
| HON | Honeywell International Inc | 972 | $219,701 | |
| BMY | Bristol Myers Squibb Co | 3,312 | $200,872 | |
| No positions match the current search. | ||||
134 tracked positions ·
$279,403,499 total
· filing declares
195 positions · $381,733,763
· as of Jun 30, 2026
All sectors
Basic Materials
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Real Estate
Technology
Utilities
Showing 1–50
of 134 positions by value
· page 1 of 3
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
Reduced | 109,006 | $31,541,976 | 11.29% | |
| NVDA |
Nvidia Corp
Technology
|
Added | 150,036 | $30,020,703 | 10.74% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
Added | 114,953 | $13,019,576 | 4.66% | |
| CAT |
Caterpillar Inc
Industrials
|
Added | 12,151 | $12,939,599 | 4.63% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Reduced | 43,189 | $10,293,666 | 3.68% | |
| LRCX |
Lam Research Corp
Technology
|
Added | 22,647 | $9,813,624 | 3.51% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Reduced | 23,018 | $7,534,481 | 2.70% | |
| MSFT |
Microsoft Corp
Technology
|
Reduced | 19,195 | $7,160,118 | 2.56% | |
| META |
Meta Platforms, Inc.
Communication Services
|
Added | 11,888 | $6,696,391 | 2.40% | |
| T |
At&T Inc.
Communication Services
|
Reduced | 283,330 | $5,864,931 | 2.10% | |
| MPC |
Marathon Petroleum Corp
Energy
|
Reduced | 21,847 | $5,585,622 | 2.00% | |
| CVX |
Chevron Corp
Energy
|
Added | 24,803 | $4,111,345 | 1.47% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Added | 11,478 | $4,101,892 | 1.47% | |
| AVGO |
Broadcom Inc.
Technology
|
Reduced | 10,380 | $3,921,045 | 1.40% | |
| AFL |
Aflac Inc
Financial Services
|
Added | 33,438 | $3,920,605 | 1.40% | |
| V |
Visa Inc.
Financial Services
|
Reduced | 11,075 | $3,799,721 | 1.36% | |
| BAC |
Bank Of America Corp /De/
Financial Services
|
Added | 65,634 | $3,739,825 | 1.34% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Reduced | 7,300 | $3,652,847 | 1.31% | |
| DTE |
Dte Energy Co
Utilities
|
Held | 22,425 | $3,416,897 | 1.22% | |
| JCI |
Johnson Controls International plc
Industrials
|
Reduced | 23,270 | $3,399,979 | 1.22% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
Added | 4,528 | $3,334,419 | 1.19% | |
| MU |
Micron Technology Inc
Technology
|
Added | 2,838 | $3,275,875 | 1.17% | |
| JNJ |
Johnson & Johnson
Healthcare
|
Reduced | 12,245 | $3,109,862 | 1.11% | |
| ORCL |
Oracle Corp
Technology
|
Added | 21,053 | $3,085,317 | 1.10% | |
| MRK |
Merck & Co., Inc.
Healthcare
|
Reduced | 22,675 | $2,913,737 | 1.04% | |
| XOM |
ExxonMobil Holdings Corp
Energy
|
Reduced | 19,646 | $2,686,001 | 0.96% | |
| BE |
Bloom Energy Corp
Industrials
|
Held | 8,700 | $2,633,490 | 0.94% | |
| WMB |
Williams Companies, Inc.
Energy
|
Reduced | 35,402 | $2,631,784 | 0.94% | |
| HBAN |
Huntington Bancshares Inc /Md/
Financial Services
|
Reduced | 144,846 | $2,568,119 | 0.92% | |
| MSI |
Motorola Solutions, Inc.
Technology
|
Added | 5,801 | $2,409,097 | 0.86% | |
| CRM |
Salesforce, Inc.
Technology
|
Reduced | 15,260 | $2,390,631 | 0.86% | |
| PM |
Philip Morris International Inc.
Consumer Defensive
|
Held | 12,729 | $2,302,803 | 0.82% | |
| ALL |
Allstate Corp
Financial Services
|
Added | 9,625 | $2,290,172 | 0.82% | |
| COP |
Conocophillips
Energy
|
Reduced | 21,814 | $2,267,783 | 0.81% | |
| SPY |
Spdr S&P 500 ETF Trust
|
Reduced | 2,870 | $2,143,229 | 0.77% | |
| AEP |
American Electric Power Co Inc
Utilities
|
Held | 15,348 | $2,099,759 | 0.75% | |
| BP |
Bp PLC
Energy
|
Added | 56,747 | $2,096,801 | 0.75% | |
| CB |
Chubb Ltd
Financial Services
|
Reduced | 6,050 | $2,061,477 | 0.74% | |
| PANW |
Palo Alto Networks Inc
Technology
|
Held | 5,671 | $1,933,924 | 0.69% | |
| LLY |
ELI LILLY & Co
Healthcare
|
Added | 1,603 | $1,922,686 | 0.69% | |
| ISRG |
Intuitive Surgical Inc
Healthcare
|
Reduced | 4,708 | $1,872,277 | 0.67% | |
| JBHT |
Hunt J B Transport Services Inc
Industrials
|
Held | 5,807 | $1,680,720 | 0.60% | |
| UNP |
Union Pacific Corp
Industrials
|
Added | 6,105 | $1,660,560 | 0.59% | |
| DTM |
DT Midstream, Inc.
Energy
|
Held | 11,212 | $1,645,248 | 0.59% | |
| SNOW |
Snowflake Inc.
Technology
|
Added | 6,244 | $1,589,098 | 0.57% | |
| BTO |
John Hancock Financial Opportunities Fund
Financial Services
|
Added | 37,494 | $1,478,013 | 0.53% | |
| JHX |
James Hardie Industries plc
Basic Materials
|
Held | 50,000 | $1,309,000 | 0.47% | |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
Held | 1,264 | $1,182,434 | 0.42% | |
| BSX |
Boston Scientific Corp
Healthcare
|
Reduced | 26,838 | $1,145,445 | 0.41% | |
| PG |
PROCTER & GAMBLE Co
Consumer Defensive
|
Reduced | 7,751 | $1,136,606 | 0.41% |
Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.