Fund Universe

Jeter Robert S II

CIK 0002093023 · holdings for 2026Q2 (change vs 2026Q1) · in signal universe
Quality Q
0.611
AUM ($M)
104
Positions
47
Turnover
0.03
Top-10 wt
73%
Herfindahl
0.080
History (qtrs)
2
Excess Return
not eligible

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Holdings · 48 positions · portfolio value $104M

TickerNameActivitySecurity Type WeightΔ Weight Value ($M)SharesΔ Shares Qtrs HeldExcess Return
IVV funds › ISHARES TR ADD 21.1% -0.2% 22.0 29,063 +244 1
GSIE funds › GOLDMAN SACHS ETF TR ADD 8.0% -0.1% 8.3 181,174 +4,048 1
MFSI funds › MFS ACTIVE EXCHANGE TRADED F ADD 7.8% -0.1% 8.2 249,803 +2,446 1
FBND funds › FIDELITY MERRIMACK STR TR ADD 6.1% -0.2% 6.4 141,085 +2,837 1
JPIE funds › J P MORGAN EXCHANGE TRADED F TRIM 5.7% -0.3% 5.9 128,769 -733 1
MFSB funds › MFS ACTIVE EXCHANGE TRADED F ADD 5.5% -0.2% 5.8 233,382 +4,679 1
PYLD funds › PIMCO ETF TR ADD 5.3% -0.1% 5.5 210,374 +5,736 1
IJH funds › ISHARES TR ADD 4.8% +0.0% 5.0 66,156 +1,179 1
IJR funds › ISHARES TR ADD 4.6% +0.1% 4.8 32,997 +530 1
AAPL funds › APPLE INC TRIM 3.6% +0.0% 3.8 12,023 -252 1
NVDA funds › NVIDIA CORPORATION ADD 2.8% -0.1% 2.9 13,981 +154 1
BINC funds › BLACKROCK ETF TRUST II ADD 2.7% -0.1% 2.8 53,481 +345 1
GSST funds › GOLDMAN SACHS ETF TR TRIM 2.6% -0.2% 2.7 54,271 -2,122 1
JPST funds › J P MORGAN EXCHANGE TRADED F TRIM 2.6% -0.3% 2.7 53,264 -3,135 1
MSFT funds › MICROSOFT CORP ADD 2.2% +0.2% 2.3 6,009 +1,120 1
AMZN funds › AMAZON COM INC TRIM 1.0% -0.2% 1.0 4,159 -214 1
GOOG funds › ALPHABET INC ADD 0.9% +0.0% 0.9 2,560 +476 1
AVGO funds › BROADCOM INC TRIM 0.8% -0.2% 0.9 2,195 -205 1
ESGU funds › ISHARES TR TRIM 0.8% -0.0% 0.9 5,239 -50 1
GOOGL funds › ALPHABET INC ADD 0.7% -0.0% 0.7 2,019 +171 1
ADBE funds › ADOBE INC NEW 0.7% +0.7% 0.7 3,065 +3,065 1
USMV funds › ISHARES TR ADD 0.6% +0.0% 0.6 6,554 +80 1
MU funds › MICRON TECHNOLOGY INC ADD 0.6% +0.2% 0.6 633 +44 1
META funds › META PLATFORMS INC TRIM 0.6% -0.1% 0.6 864 -251 1
LLY funds › ELI LILLY & CO ADD 0.5% +0.1% 0.5 445 +17 1
TSLA funds › TESLA INC ADD 0.5% -0.0% 0.5 1,267 +15 1
SMMU funds › PIMCO ETF TR TRIM 0.4% -0.0% 0.5 9,293 -126 1
AMD funds › ADVANCED MICRO DEVICES INC ADD 0.4% +0.2% 0.5 837 +230 1
JMUB funds › J P MORGAN EXCHANGE TRADED F TRIM 0.4% -0.0% 0.5 9,196 -138 1
QCOM funds › QUALCOMM INC ADD 0.4% -0.1% 0.5 2,403 +31 1
MUNI funds › PIMCO ETF TR TRIM 0.4% -0.0% 0.5 8,674 -123 1
CTAS funds › CINTAS CORP ADD 0.4% +0.0% 0.4 2,279 +13 1
WDC funds › WESTERN DIGITAL CORP NEW 0.4% +0.4% 0.4 686 +686 1
CRWD funds › CROWDSTRIKE HLDGS INC ADD 0.4% +0.1% 0.4 2,044 +1,536 1
AMGN funds › AMGEN INC ADD 0.3% +0.0% 0.4 998 +4 1
IEFA funds › ISHARES TR HOLD 0.3% -0.0% 0.4 3,689 +0 1
IEMG funds › ISHARES INC HOLD 0.3% -0.0% 0.4 4,359 +0 1
ADI funds › ANALOG DEVICES INC ADD 0.3% -0.0% 0.3 869 +11 1
GLW funds › CORNING INC NEW 0.3% +0.3% 0.3 1,679 +1,679 1
MA funds › MASTERCARD INCORPORATED TRIM 0.3% -0.0% 0.3 538 -18 1
FNDX funds › SCHWAB STRATEGIC TR HOLD 0.3% -0.0% 0.3 8,604 +0 1
SPY funds › STATE STR SPDR S&P 500 ETF T HOLD 0.3% -0.0% 0.3 350 +0 1
SNDK funds › SANDISK CORP NEW 0.2% +0.2% 0.3 136 +136 1
VOO funds › VANGUARD INDEX FDS HOLD 0.2% -0.0% 0.2 336 +0 1
APP funds › APPLOVIN CORP TRIM 0.2% +0.0% 0.2 422 -5 1
COF funds › CAPITAL ONE FINL CORP NEW 0.2% +0.2% 0.2 1,054 +1,054 1
WCC funds › WESCO INTL INC HOLD 0.2% -0.0% 0.2 604 +0 1
PLTR funds › PALANTIR TECHNOLOGIES INC EXIT 0.0% -0.2% 0.0 0 -1,565 0

Point-in-time history

Each row is this fund as of that period, not as of today — what the scoring for that quarter actually saw.
PeriodAUM ($M)Positions TurnoverTop-10 wtHerfindahl Quality Q Skill Universe
2026Q2 104 47 0.03 73% 0.080 0.611 entered
2026Q1 100 43 0.00 73% 0.082 0.000 out
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status