Jeter Robert S Ii Top Holdings and 13F Report (2026) About Jeter Robert S IiInvestment ActivityJeter Robert S Ii has $104.37 million in total holdings as of June 30, 2026.Jeter Robert S Ii owns shares of 47 different stocks, but just 13 companies or ETFs make up 80% of its holdings.Approximately 3.94% of the portfolio was purchased this quarter.About 0.90% of the portfolio was sold this quarter.This quarter, Jeter Robert S Ii has purchased 43 new stocks and bought additional shares in 23 stocks.Jeter Robert S Ii sold shares of 13 stocks and completely divested from 1 stock this quarter.Largest Holdings iShares Core S&P 500 ETF $22,033,071Goldman Sachs ActiveBeta International Equity ETF $8,346,698MFS ACTIVE EXCHANGE TRADED F $8,151,061Fidelity Total Bond ETF $6,384,092JPMorgan Income ETF $5,906,631 Largest New Holdings this Quarter 00724F101 - Adobe $685,457 Holding958102105 - Western Digital $399,653 Holding219350105 - Corning $320,504 Holding80004C200 - SANDISK CORP $260,565 Holding14040H105 - Capital One Financial $212,437 Holding Largest Purchases this Quarter Adobe 3,065 shares (about $685.46K)Microsoft 1,120 shares (about $431.34K)Western Digital 686 shares (about $399.65K)Corning 1,679 shares (about $320.50K)CrowdStrike 1,536 shares (about $287.51K) Largest Sales this Quarter Meta Platforms 251 shares (about $167.98K)JPMorgan Ultra-Short Income ETF 3,135 shares (about $158.16K)Goldman Sachs Ultra Short Bond ETF 2,122 shares (about $107.08K)Broadcom 205 shares (about $81.99K)Apple 252 shares (about $79.46K) Sector Allocation Over TimeMap of 500 Largest Holdings ofJeter Robert S Ii Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorIVViShares Core S&P 500 ETF$22,033,071$184,980 â–²0.8%29,06321.1%ETFGSIEGoldman Sachs ActiveBeta International Equity ETF$8,346,698$186,492 â–²2.3%181,1748.0%ETFMFS ACTIVE EXCHANGE TRADED F$8,151,061$79,813 â–²1.0%249,8037.8%INTERNATINL ETFFBNDFidelity Total Bond ETF$6,384,092$128,374 â–²2.1%141,0856.1%ETFJPIEJPMorgan Income ETF$5,906,631$33,623 â–¼-0.6%128,7695.7%ETFMFS ACTIVE EXCHANGE TRADED F$5,792,542$116,133 â–²2.0%233,3825.5%CORE PLUS BD ETFPYLDPIMCO Multi Sector Bond Active ETF$5,532,824$150,856 â–²2.8%210,3745.3%ETFIJHiShares Core S&P Mid-Cap ETF$5,005,988$89,214 â–²1.8%66,1564.8%ETFIJRiShares Core S&P Small-Cap ETF$4,803,098$77,148 â–²1.6%32,9974.6%ETFAAPLApple$3,790,968$79,458 â–¼-2.1%12,0233.6%Computer and TechnologyNVDANVIDIA$2,949,471$32,488 â–²1.1%13,9812.8%Computer and TechnologyBINCiShares Flexible Income Active ETF$2,790,619$18,002 â–²0.6%53,4812.7%ETFGSSTGoldman Sachs Ultra Short Bond ETF$2,738,507$107,076 â–¼-3.8%54,2712.6%ETFJPSTJPMorgan Ultra-Short Income ETF$2,687,166$158,161 â–¼-5.6%53,2642.6%ETFMSFTMicrosoft$2,314,213$431,339 â–²22.9%6,0092.2%Computer and TechnologyAMZNAmazon.com$1,020,369$52,503 â–¼-4.9%4,1591.0%Retail/WholesaleGOOGAlphabet$908,972$169,012 â–²22.8%2,5600.9%Computer and TechnologyAVGOBroadcom$877,878$81,989 â–¼-8.5%2,1950.8%Computer and TechnologyESGUiShares ESG Aware MSCI USA ETF$868,041$8,284 â–¼-0.9%5,2390.8%ManufacturingGOOGLAlphabet$720,990$61,065 â–²9.3%2,0190.7%Computer and TechnologyADBEAdobe$685,457$685,457 â–²New Holding3,0650.7%Computer and TechnologyUSMViShares MSCI USA Min Vol Factor ETF$640,765$7,821 â–²1.2%6,5540.6%ETFMUMicron Technology$619,897$43,089 â–²7.5%6330.6%Computer and TechnologyMETAMeta Platforms$578,220$167,978 â–¼-22.5%8640.6%Computer and TechnologyLLYEli Lilly and Company$529,475$20,227 â–²4.0%4450.5%MedicalTSLATesla$516,632$6,116 â–²1.2%1,2670.5%Auto/Tires/TrucksSMMUPIMCO Short Term Municipal Bond Exchange-Traded Fund$468,163$6,348 â–¼-1.3%9,2930.4%ETFAMDAdvanced Micro Devices$466,954$128,315 â–²37.9%8370.4%Computer and TechnologyJMUBJPMorgan Municipal ETF$463,299$6,953 â–¼-1.5%9,1960.4%ETFQCOMQualcomm$454,551$5,864 â–²1.3%2,4030.4%Computer and TechnologyMUNIPIMCO Intermediate Municipal Bond Exchange-Traded Fund$453,646$6,433 â–¼-1.4%8,6740.4%ETFCTASCintas$409,400$2,335 â–²0.6%2,2790.4%Business ServicesWDCWestern Digital$399,653$399,653 â–²New Holding6860.4%Computer and TechnologyCRWDCrowdStrike$382,596$287,509 â–²302.4%2,0440.4%Computer and TechnologyAMGNAmgen$362,663$1,454 â–²0.4%9980.3%MedicalIEFAiShares Core MSCI EAFE ETF$358,6450.0%3,6890.3%ETFIEMGiShares Core MSCI Emerging Markets ETF$354,4740.0%4,3590.3%ETFADIAnalog Devices$343,820$4,352 â–²1.3%8690.3%Computer and TechnologyGLWCorning$320,504$320,504 â–²New Holding1,6790.3%Computer and TechnologyMAMastercard$283,386$9,481 â–¼-3.2%5380.3%Business ServicesFNDXSchwab Fundamental U.S. Large Company ETF$270,2440.0%8,6040.3%ETFSPYSPDR S&P 500 ETF Trust$264,0910.0%3500.3%FinanceSANDISK CORP$260,565$260,565 â–²New Holding1360.2%COMVOOVanguard S&P 500 ETF$233,1450.0%3360.2%ETFAPPLOVIN CORP$213,946$2,535 â–¼-1.2%4220.2%COM CL ACOFCapital One Financial$212,437$212,437 â–²New Holding1,0540.2%FinanceWCCWESCO International$202,3520.0%6040.2%Computer and TechnologyPALANTIR TECHNOLOGIES INC$0$215,657 â–¼-100.0%00.0%CL AShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Unlock superior investment research and tools. Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools and reports. Get MarketBeat All Access MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In Email Me a Login Link or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
