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Portfolio (Quarterly) Guide ↗

JT Stratford LLC

· CIK 0001689013
13F Portfolio $785.6B AUM 297 positions Filed May 15, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 39 New 137 Added 97 Reduced 41 Exited
Page 1 of 7  ·  137 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 QQQ INVESCO QQQ TR Financial Services 43,658.0 $25.2M 3.21% +4K +9.5% $577.18 +22.8%
2 SPDW SPDR INDEX SHS FDS 497,402.0 $22.7M 2.89% +97K +24.2% $45.65 +7.7%
3 DYNF BLACKROCK ETF TRUST 306,893.0 $17.9M 2.27% +22K +7.6% $58.18 +13.9%
4 GOVT ISHARES TR 595,685.0 $13.6M 1.74% +360K +152.2% $22.91 -1.5%
5 TSLA TESLA INC Consumer Cyclical 29,900.0 $11.1M 1.42% +2K +8.8% $371.75 +19.2%
6 MSFT MICROSOFT CORP Technology 29,587.0 $11.0M 1.39% +903.0 +3.1% $370.16 +10.6%
7 MBB ISHARES TR 112,190.0 $10.7M 1.36% +6K +5.5% $94.95 -1.5%
8 VCIT VANGUARD SCOTTSDALE FDS 121,106.0 $10.0M 1.28% +5K +4.5% $82.75 -0.9%
9 IVV ISHARES TR 14,610.0 $9.5M 1.22% +408.0 +2.9% $653.21 +13.7%
10 JPM JPMORGAN CHASE & CO Financial Services 30,563.0 $9.0M 1.14% +291.0 +1.0% $294.16 +2.0%
11 BAI BLACKROCK ETF TRUST 207,411.0 $6.8M 0.87% +15K +7.8% $32.95 +42.0%
12 IAGG ISHARES TR 122,897.0 $6.1M 0.78% +11K +10.1% $50.04 -0.7%
13 FLOT ISHARES TR 120,436.0 $6.1M 0.78% +9K +7.9% $50.95 +0.0%
14 PFE PFIZER INC Healthcare 197,874.0 $5.6M 0.71% +31K +18.5% $28.08 -8.3%
15 AVGO BROADCOM INC Technology 17,768.0 $5.5M 0.70% +469.0 +2.7% $309.51 +37.4%
16 SLQD ISHARES TR 101,181.0 $5.1M 0.65% +869.0 +0.9% $50.49 -0.5%
17 XTEN BONDBLOXX ETF TRUST 109,889.0 $5.0M 0.64% +3K +3.2% $45.86 -2.5%
18 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 14,882.0 $5.0M 0.64% +220.0 +1.5% $337.95 +23.6%
19 DGRW WISDOMTREE TR 53,499.0 $4.7M 0.60% +1K +2.5% $87.84 +9.1%
20 SPTS SPDR SERIES TRUST 154,988.0 $4.5M 0.58% +18K +13.5% $29.18 -0.6%
Page 1 of 7  ·  137 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 27.3%
Financial Services 20.3%
Communication Services 11.7%
Healthcare 9.7%
Consumer Cyclical 9.5%
Consumer Defensive 6.4%
Industrials 6.3%
Energy 4.3%
Utilities 2.2%
Basic Materials 1.8%