Jeter Robert S II
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 |
1 positions ·
$277,810 total
· Financial Services only
· 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 |
|---|---|---|---|---|---|---|
| MA |
Mastercard Inc
Financial Services
|
First | 556 | $277,810 | 100.00% |