Jeter Robert S II

Q2 2026 13F-HR Holdings

Location
Bethany Beach, DE
Holdings as of
6/30/2026
Date filed
7/13/2026
Form type
13F-HR
Num holdings
47
Total value ($000)
$104,372
Net value change ($000)
+3,962 (3.9%)
New positions
6
Sold out positions
1
Turnover %
4.6%
Sector allocation + QoQ delta (equities-only)
Prev filing: 5/11/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
GSST 2,739 NEW
ADBE 685 NEW
IVV 679 3.2%
WDC 400 NEW
GLW 321 NEW
IJR 311 6.9%
MSFT 284 14.0%
SNDK 261 NEW
MFSI 253 3.2%
GSIE 228 2.8%
Top Reduces (Value $000, Stocks/ETFs)
PLTR -216 -100.0%
AMZN -172 -14.4%
JPST -161 -5.7%
AVGO -154 -14.9%
META -102 -15.0%
QCOM -65 -12.5%
JPIE -59 -1.0%
NVDA -26 -0.9%
GOOGL -20 -2.7%
TSLA -19 -3.5%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type