Jeter Robert S II
Net buyer this quarter
$104M
27
+$3.55M
13.9%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 AAPL | $3.79M | 3.63% | 0.00% | -2.1% | Q1 2026 |
 NVDA | $2.95M | 2.83% | 0.00% | +1.1% | Q1 2026 |
 MSFT | $2.31M | 2.22% | 0.00% | +22.9% | Q1 2026 |
 AMZN | $1.02M | 0.98% | 0.00% | -4.9% | Q1 2026 |
 GOOG | $909K | 0.87% | Not reported | +22.8% | Q1 2026 |
 AVGO | $878K | 0.84% | 0.00% | -8.5% | Q1 2026 |
| GOOGL | $721K | 0.69% | 0.00% | +9.3% | Q1 2026 |
 ADBE | $685K | 0.66% | 0.00% | New | Q2 2026 |
 MU | $620K | 0.59% | 0.00% | +7.5% | Q1 2026 |
 META | $578K | 0.55% | Not reported | -22.5% | Q1 2026 |
 LLY | $529K | 0.51% | 0.00% | +4.0% | Q1 2026 |
 TSLA | $517K | 0.49% | 0.00% | +1.2% | Q1 2026 |
 SMMU | $468K | 0.45% | Not reported | -1.3% | Q1 2026 |
 AMD | $467K | 0.45% | 0.00% | +37.9% | Q1 2026 |
 QCOM | $455K | 0.44% | 0.00% | +1.3% | Q1 2026 |
 CTAS | $409K | 0.39% | 0.00% | +0.6% | Q1 2026 |
 WDC | $400K | 0.38% | 0.00% | New | Q2 2026 |
 CRWD | $383K | 0.37% | 0.00% | +302.4% | Q1 2026 |
 AMGN | $363K | 0.35% | 0.00% | +0.4% | Q1 2026 |
 ADI | $344K | 0.33% | 0.00% | +1.3% | Q1 2026 |
 GLW | $321K | 0.31% | 0.00% | New | Q2 2026 |
 MA | $283K | 0.27% | 0.00% | -3.2% | Q1 2026 |
 SPY | $264K | 0.25% | Not reported | Not reported | Q1 2026 |
 SNDK | $261K | 0.25% | 0.00% | New | Q2 2026 |
 APP | $214K | 0.20% | 0.00% | -1.2% | Q1 2026 |
 COF | $212K | 0.20% | 0.00% | New | Q2 2026 |
 WCC | $202K | 0.19% | 0.00% | Not reported | Q1 2026 |
| Q1 2026 | |||||
| AAPL | $3.6M | 3.59% | 0.00% | New | Q1 2026 |
| NVDA | $2.98M | 2.96% | 0.00% | New | Q1 2026 |
| MSFT | $2.03M | 2.02% | 0.00% | New | Q1 2026 |
| AMZN | $1.19M | 1.19% | 0.00% | New | Q1 2026 |
| AVGO | $1.03M | 1.03% | 0.00% | New | Q1 2026 |
| GOOG | $827K | 0.82% | Not reported | New | Q1 2026 |
| GOOGL | $741K | 0.74% | 0.00% | New | Q1 2026 |
| META | $680K | 0.68% | Not reported | New | Q1 2026 |
| TSLA | $536K | 0.53% | 0.00% | New | Q1 2026 |
| QCOM | $520K | 0.52% | 0.00% | New | Q1 2026 |
| SMMU | $475K | 0.47% | Not reported | New | Q1 2026 |
| MU | $440K | 0.44% | 0.00% | New | Q1 2026 |
| LLY | $406K | 0.40% | 0.00% | New | Q1 2026 |
| CTAS | $378K | 0.38% | 0.00% | New | Q1 2026 |
| ADI | $357K | 0.36% | 0.00% | New | Q1 2026 |
| AMGN | $330K | 0.33% | 0.00% | New | Q1 2026 |
| AMD | $276K | 0.28% | 0.00% | New | Q1 2026 |
| MA | $275K | 0.27% | 0.00% | New | Q1 2026 |
| CRWD | $268K | 0.27% | 0.00% | New | Q1 2026 |
| SPY | $258K | 0.26% | Not reported | New | Q1 2026 |
 PLTR | $216K | 0.21% | 0.00% | New | Q1 2026 |
| WCC | $215K | 0.21% | 0.00% | New | Q1 2026 |
| APP | $200K | 0.20% | 0.00% | New | Q1 2026 |