Robert S. Jeter II has filed a Form 13F-HR with the Securities and Exchange Commission, reporting the firm's equity portfolio as of the close of business on September 30, 2026. The filing lists a total of 81 separate holdings across a diverse range of sectors, including technology, healthcare, finance, and consumer goods.
The largest position disclosed in the filing is in NVIDIA Corporation, where the firm holds 2,596,800 shares. Other major technology holdings include Microsoft Corporation with 8,416 shares and Alphabet Inc. Class A with 1,621 shares. The portfolio also includes significant positions in Visa Inc. Class A (1,512 shares) and Mastercard Incorporated Class A (2,140 shares).
Outside of the technology sector, the filing shows substantial exposure to healthcare and industrial companies. UnitedHealth Group Inc. is listed with 861 shares, while Johnson & Johnson appears with 2,829 shares. In the industrial space, Deere & Co. holds 415 shares, and United Parcel Service Inc. holds 1,326 shares.
A significant portion of the portfolio is allocated to exchange-traded funds (ETFs). The filing lists holdings in the ISHARES TR CORE S&P 500 ETF (31,384 shares) and the Vanguard S&P 500 ETF (11,786 shares). Other notable ETF positions include the PIMCO ETF Trust Multi-Sector Bond ETF (227,566 shares) and the Fidelity Merrimack Strategic Total Bond ETF (151,490 shares).
The filing indicates that all positions are held as sole voting and dispositive power.
