Jeter Robert S II Q2 2026 Portfolio Activity: Focus on ETFs and Tech Buys

Jeter Robert S II's portfolio reached a total value of $90.4 million as of June 30, 2026. The investor maintained significant allocations in broad-market funds like IVV and IJR while increasing holdings in GSIE.

By Insiderset.Jul 17, 2026, 12:45 AM

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As of June 30, 2026, Jeter Robert S II's portfolio held a total value of $90,428,576. The filing shows activity across various holdings, with the investor maintaining significant allocations in broad-market ETFs like ISHARES TR (IVV) and FIDELITY MERRIMACK STR TR (FBND).

The investor demonstrated a preference for incremental adjustments over large-scale portfolio shifts this quarter. Several positions saw increases, including:

PIMCO ETF TR (PYLD), which experienced a notable share increase of +5,736 shares (+2.8%) and now accounts for approximately $5.5 million in the portfolio.
GOLDMAN SACHS ETF TR (GSIE), with a share increase of +4,048 shares (+2.29%) and an allocation now standing at $8.3 million.
FIDELITY MERRIMACK STR TR (FBND), showing a modest share increase of +2,837 shares (+2.05%) and an allocation value of $6.4 million.
J P MORGAN EXCHANGE TRADED FUND (JPIE), which gained +91,8 shares (+0.57%) and maintains an allocation of $5.9 million.
ISHARES TR (IJR), with a share increase of +530 shares (+1.63%) and an allocation value of $4.8 million.

Conversely, the investor reduced holdings in several positions:

GOLDMAN SACHS ETF TR (GSST), which saw a reduction of -2,122 shares (-3.76%) and now holds an allocation value of $2.7 million.
APPLE INC (AAPL) experienced a decrease in holdings by -252 shares (-0.8%) with its Technology sector allocation dropping to approximately $3.8 million.
NVIDIA CORPORATION (NVDA)"s position was reduced by -114 shares (-0.57%) as the Technology allocation decreased slightly from its previous level.
The investor also exited their position in J P MORGAN EXCHANGE TRADED FUND (JPIE) entirely, reducing its allocation to zero percent of the portfolio.

In addition to these adjustments, Jeter Robert S II initiated new positions in individual stocks:

ADOBE INC (ADBE) was added with a full percentage increase of +100% (+3,065 shares) and now represents $0.7 million in the portfolio.
MICROSOFT CORP (MSFT) saw a significant share increase of +1,120 shares (+22.91%) and now accounts for $2.3 million in the portfolio.
ALPHABET INC (GOOG) experienced a substantial share increase of +476 shares (+22.84%) with its allocation now at $0.9 million.
The investor also added smaller Technology positions in CROWDSTRIKE HLDGS INC (CRWD) and WESTERN DIGITAL CORP (WDC).
CORNING INC (GLW), known for its technology and communications products, was also added with a +100% increase in shares.

The investor's portfolio allocation by sector remained dominated by broad-market ETFs categorized as "Unknown" at 78.36%. Other sectors included Technology (15.28%), Communication Services (2.44%), Consumer Cyclical (1.70%), Healthcare (0.99%), and Industrials (0.68%).

Overall, Jeter Robert S II appears to favor incremental adjustments within their existing framework of broad-market exposure while selectively adding high-growth individual technology stocks.