StockDriftsStockDriftsTop 47 Jeter Robert S II Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | 21.11% | 29.1K | $22.0M | +0.85%(+244) | $669.27(+16.15%) | 2026-06-30 | |
| GSIE | GOLDMAN SACHS ETF TR | 8% | 181.2K | $8.3M | +2.29%(+4.05K) | $43.05(+11.96%) | 2026-06-30 | |
| MFSI | MFS ACTIVE EXCHANGE TRADED F | 7.81% | 249.8K | $8.2M | +0.99%(+2.45K) | $30.09(+12.63%) | 2026-06-30 | |
| FBND | FIDELITY MERRIMACK STR TR | 6.12% | 141.1K | $6.4M | +2.05%(+2.84K) | $45.82(-1.96%) | 2026-06-30 | |
| JPIE | J P MORGAN EXCHANGE TRADED F | 5.66% | 128.8K | $5.9M | -0.57%(-733) | $46.18(-0.79%) | 2026-06-30 | |
| MFSB | MFS ACTIVE EXCHANGE TRADED F | 5.55% | 233.4K | $5.8M | +2.05%(+4.68K) | $25.05(-1.66%) | 2026-06-30 | |
| PYLD | PIMCO ETF TR | 5.3% | 210.4K | $5.5M | +2.80%(+5.74K) | $26.44(-1.03%) | 2026-06-30 | |
| IJH | ISHARES TR | 4.8% | 66.2K | $5.0M | +1.81%(+1.18K) | $66.85(+16.56%) | 2026-06-30 | |
| IJR | ISHARES TR | 4.6% | 33.0K | $4.8M | +1.63%(+530) | $122.44(+21.49%) | 2026-06-30 | |
| AAPL | APPLE INC | 3.63% | 12.0K | $3.8M | -2.05%(-252) | $262.82(+16.68%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (1 quarter) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +8.53% |
| Top 20 Holdings Unweighted | — | — | — | — | +9.72% |
Jeter Robert S II reports $104.37M in US-listed equity holdings across 47 positions in its most recent 13F filing. Its largest disclosed positions are IVV (21.1%), GSIE (8.0%) and MFSI (7.8%). The top 20 holdings account for 89.7% of reported assets. Its disclosed equity book has returned +8.53% cumulatively over 1 quarter. Figures reflect the Q2 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