Jeter Robert S II: 13F holdings

CIK 20930232026Q2

Positions47
Reported value$104.4m
Filed2026-07-14

Change since last quarter

Positions47 (+4 vs prior quarter)
Reported value$104.4m (+3.9%)

Top 10 holdings

SecuritySharesValueWeight
IVV ISHARES TR29,063$22.0m21.1%
EWU GOLDMAN SACHS ETF TR181,174$8.3m8.0%
MFSI MFS ACTIVE EXCHANGE TRADED F249,803$8.2m7.8%
FBND FIDELITY MERRIMACK STR TR141,085$6.4m6.1%
JPIE J P MORGAN EXCHANGE TRADED F128,769$5.9m5.7%
MFS ACTIVE EXCHANGE TRADED F233,382$5.8m5.5%
PYLD PIMCO ETF TR210,374$5.5m5.3%
IJH ISHARES TR66,156$5.0m4.8%
IJR ISHARES TR32,997$4.8m4.6%
AAPL APPLE INC12,023$3.8m3.6%

Get the full book

import finzdata as yf
yf.Client().manager_holdings(cik="2093023")

Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.

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