StockDriftsStockDriftsTop 50 Jeter Robert S II Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | 16.19% | 31.4K | $24.5M | +7.99%(+2.32K) | $675.78(+13.94%) | 2026-09-30 | |
| GSIE | GOLDMAN SACHS ETF TR | 6.05% | 199.3K | $9.2M | +10.03%(+18.17K) | $43.30(+5.84%) | 2026-09-30 | |
| MFSI | MFS ACTIVE EXCHANGE TRADED F | 5.7% | 264.5K | $8.6M | +5.89%(+14.72K) | $30.23(+8.26%) | 2026-09-30 | |
| VOO | VANGUARD INDEX FDS | 5.57% | 11.8K | $8.4M | +3407.74%(+11.45K) | $691.51(+1.89%) | 2026-09-30 | |
| FBND | FIDELITY MERRIMACK STR TR | 4.35% | 151.5K | $6.6M | +7.37%(+10.40K) | $45.72(-4.47%) | 2026-09-30 | |
| AAPL | APPLE INC | 4.21% | 18.7K | $6.4M | +55.29%(+6.65K) | $280.04(+22.46%) | 2026-09-30 | |
| IJR | ISHARES TR | 4.15% | 45.6K | $6.3M | +38.33%(+12.65K) | $127.91(+6.18%) | 2026-09-30 | |
| JPIE | J P MORGAN EXCHANGE TRADED F | 4.08% | 138.0K | $6.2M | +7.15%(+9.21K) | $46.13(-2.65%) | 2026-09-30 | |
| MFSB | MFS ACTIVE EXCHANGE TRADED F | 3.96% | 250.4K | $6.0M | +7.30%(+17.04K) | $25.00(-4.07%) | 2026-09-30 | |
| NVDA | NVIDIA CORPORATION | 3.92% | 26.0K | $5.9M | +85.74%(+11.99K) | $196.06(+10.73%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (2 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +9.21% |
| Top 20 Holdings Unweighted | — | — | — | — | +11.22% |
Jeter Robert S II reports $151.46M in US-listed equity holdings across 81 positions in its most recent 13F filing. Its largest disclosed positions are IVV (16.2%), GSIE (6.0%) and MFSI (5.7%). The top 20 holdings account for 79.3% of reported assets. Its disclosed equity book has returned +9.21% cumulatively over 2 quarters. Figures reflect the Q3 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Jeter Robert S II’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2093023). View Jeter Robert S II’s 13F filings on SEC