Jeter Robert S II

CIK

2093023

Location

BETHANY BEACH, DE

Portfolio Value

Micro $18,738,076

Diversification

Diversified

Filing Date

Global Rank

#8,015 / 8,650 ▲ 282

Top Industry

Semiconductors 30.5%

3Y Alpha vs SPY

+18.2%

Period ended 53 days ago

Filed Jul 14, 2026 · 39d

2 quarters · since Mar 2026

Clone Performance

May 2026–Aug 2026 · vs SPY

Hypothetical 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

+7.1%

SPY

+3.6%

Annualised alpha

+14.9%

Max drawdown

−11.1%

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. Returns use comparable raw closes and exclude dividends; a captured split can shorten the simulated window. It tracks 100% of reported value on average across 2 quarters. Past performance does not predict future results.

Portfolio Concentration

25 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

18.6%

−2.9 pts

Top 5

55.2%

−9.4 pts

Top 10

72.0%

−10.7 pts

HHI

872

Diversified−219

Portfolio Trend

2 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Technology	72.3%	$13,547,751	13
Consumer Cyclical	8.1%	$1,524,156	2
Communication Services	7.6%	$1,425,639	3
Healthcare	4.8%	$895,141	2
Industrials	3.2%	$596,251	2
Financial Services	2.6%	$487,769	2
Unclassified	1.4%	$261,369	1

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

11 positions

Ticker	Company	Δ Shares	Shares	Value
CRWD	CrowdStrike Holdings, Inc.	+1,536	2,044	$389,964
MSFT	Microsoft Corp	+1,120	6,009	$2,241,477
AMD	Advanced Micro Devices Inc	+230	837	$486,221
NVDA	Nvidia Corp	+154	13,981	$2,797,458
MU	Micron Technology Inc	+44	633	$730,665
QCOM	Qualcomm Inc/De	+31	2,403	$444,050
LLY	ELI LILLY & Co	+17	445	$533,746
TSLA	Tesla, Inc.	+15	1,267	$532,900
CTAS	Cintas Corp	+13	2,279	$387,612
ADI	Analog Devices Inc	+11	869	$345,140
AMGN	Amgen Inc	+4	998	$361,395
No positions match the current search.

Trimmed

Positions the filer reduced

7 positions

Ticker	Company	Δ Shares	Shares	Value
GOOGL	Alphabet Inc.	−1,913	2,019	$721,530
AAPL	Apple Inc.	−252	12,023	$3,478,975
META	Meta Platforms, Inc.	−251	864	$486,682
AMZN	Amazon Com Inc	−214	4,159	$991,256
AVGO	Broadcom Inc.	−205	2,195	$829,161
MA	Mastercard Inc	−18	538	$276,316
APP	AppLovin Corp	−5	422	$217,427
No positions match the current search.

New Positions

Positions the filer opened this quarter

5 positions

Ticker	Company	Shares	Value
ADBE	Adobe Inc.	3,065	$628,386
WDC	Western Digital Corp	686	$438,161
GLW	Corning Inc /Ny	1,679	$428,866
SNDK	Sandisk Corp	136	$309,227
COF	Capital One Financial Corp	1,054	$211,453
No positions match the current search.

Sold Out

Positions the filer fully exited

1 positions

Ticker	Company	Shares	Value	Open
PLTR	Palantir Technologies Inc.	1,565	$228,928
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

25 tracked positions · $18,738,076 total · as of Jun 30, 2026

All sectors Communication Services Consumer Cyclical Financial Services Healthcare Industrials Technology

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AAPL	Apple Inc. Technology	Reduced	12,023	-252	$3,478,975	+11.7%	18.57%
NVDA	Nvidia Corp Technology	Added	13,981	+154	$2,797,458	+16.0%	14.93%
MSFT	Microsoft Corp Technology	Added	6,009	+1,120	$2,241,477	+23.9%	11.96%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	4,159	-214	$991,256	+8.8%	5.29%
AVGO	Broadcom Inc. Technology	Reduced	2,195	-205	$829,161	+11.6%	4.43%
MU	Micron Technology Inc Technology	Added	633	+44	$730,665	+267.2%	3.90%
GOOGL	Alphabet Inc. Communication Services	Reduced	2,019	-1,913	$721,530	−36.1%	3.85%
ADBE	Adobe Inc. Technology	NEW	3,065	NEW	$628,386	NEW	3.35%
LLY	ELI LILLY & Co Healthcare	Added	445	+17	$533,746	+35.6%	2.85%
TSLA	Tesla, Inc. Consumer Cyclical	Added	1,267	+15	$532,900	+14.5%	2.84%
META	Meta Platforms, Inc. Communication Services	Reduced	864	-251	$486,682	−23.7%	2.60%
AMD	Advanced Micro Devices Inc Technology	Added	837	+230	$486,221	+293.8%	2.59%
QCOM	Qualcomm Inc/De Technology	Added	2,403	+31	$444,050	+45.4%	2.37%
WDC	Western Digital Corp Technology	NEW	686	NEW	$438,161	NEW	2.34%
GLW	Corning Inc /Ny Technology	NEW	1,679	NEW	$428,866	NEW	2.29%
CRWD	CrowdStrike Holdings, Inc. Technology	Added	2,044	+1,536	$389,964	+96.6%	2.08%
CTAS	Cintas Corp Industrials	Added	2,279	+13	$387,612	+1.1%	2.07%
AMGN	Amgen Inc Healthcare	Added	998	+4	$361,395	+3.3%	1.93%
ADI	Analog Devices Inc Technology	Added	869	+11	$345,140	+26.4%	1.84%
SNDK	Sandisk Corp Technology	NEW	136	NEW	$309,227	NEW	1.65%
MA	Mastercard Inc Financial Services	Reduced	538	-18	$276,316	−0.5%	1.47%
SPY	Spdr S&P 500 ETF Trust	Held	350	0	$261,369	+14.8%	1.39%
APP	AppLovin Corp Communication Services	Reduced	422	-5	$217,427	+27.9%	1.16%
COF	Capital One Financial Corp Financial Services	NEW	1,054	NEW	$211,453	NEW	1.13%
WCC	Wesco International Inc Industrials	Held	604	0	$208,639	+26.2%	1.11%

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.