Jeter Robert S II
CIK
2093023
Location
BETHANY BEACH, DE
Portfolio Value
Micro
$13,920,280
Diversification
Diversified
Filing Date
Mar 31, 2026
Global Rank
#7,589
/ 8,232
Top Industry
Semiconductors
29.6%
3Y Alpha vs SPY
+33.0%
Period ended 2 months ago
Filed May 12, 2026 · 32d
Clone Performance
May 2026–Jun 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
-4.1%
SPY
+0.2%
Annualised alpha
—
Max drawdown
−8.6%
Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.
Portfolio Concentration
21 positions · as of Mar 31, 2026Top Position
22.4%
of portfolio value
Top 5
64.6%
of portfolio value
Top 10
81.9%
of portfolio value
HHI
1,136
Diversified
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 67.6% | $9,407,440 |
| Consumer Cyclical | 9.9% | $1,376,195 |
| Communication Services | 9.6% | $1,339,280 |
| Healthcare | 5.3% | $743,399 |
| Industrials | 3.9% | $548,537 |
| Financial Services | 2.0% | $277,810 |
| Unclassified | 1.6% | $227,619 |
21 positions ·
$13,920,280 total
· as of Mar 31, 2026
All sectors
Communication Services
Consumer Cyclical
Financial Services
Healthcare
Industrials
Technology
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
First | 12,275 | $3,115,272 | 22.38% | |
| NVDA |
Nvidia Corp
Technology
|
First | 13,827 | $2,411,428 | 17.32% | |
| MSFT |
Microsoft Corp
Technology
|
First | 4,889 | $1,809,761 | 13.00% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
First | 4,373 | $910,764 | 6.54% | |
| AVGO |
Broadcom Inc.
Technology
|
First | 2,400 | $742,824 | 5.34% | |
| META |
Meta Platforms, Inc.
Communication Services
|
First | 1,115 | $637,924 | 4.58% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
First | 1,848 | $531,410 | 3.82% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
First | 1,252 | $465,431 | 3.34% | |
| LLY |
ELI LILLY & Co
Healthcare
|
First | 428 | $393,661 | 2.83% | |
| CTAS |
Cintas Corp
Industrials
|
First | 2,266 | $383,271 | 2.75% | |
| AMGN |
Amgen Inc
Healthcare
|
First | 994 | $349,738 | 2.51% | |
| QCOM |
Qualcomm Inc/De
Technology
|
First | 2,372 | $305,466 | 2.19% | |
| MA |
Mastercard Inc
Financial Services
|
First | 556 | $277,810 | 2.00% | |
| ADI |
Analog Devices Inc
Technology
|
First | 858 | $272,964 | 1.96% | |
| PLTR |
Palantir Technologies Inc.
Technology
|
First | 1,565 | $228,928 | 1.64% | |
| SPY |
Spdr S&P 500 ETF Trust
|
First | 350 | $227,619 | 1.64% | |
| MU |
Micron Technology Inc
Technology
|
First | 589 | $198,987 | 1.43% | |
| CRWD |
CrowdStrike Holdings, Inc.
Technology
|
First | 508 | $198,328 | 1.42% | |
| APP |
AppLovin Corp
Communication Services
|
First | 427 | $169,946 | 1.22% | |
| WCC |
Wesco International Inc
Industrials
|
First | 604 | $165,266 | 1.19% | |
| AMD |
Advanced Micro Devices Inc
Technology
|
First | 607 | $123,482 | 0.89% |