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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 4 of 7  ·  137 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 SATS ECHOSTAR CORP Technology 16,831.0 $2.0M 0.25% +8K +95.5% $117.07 +15.4%
62 VZ VERIZON COMMUNICATIONS INC Communication Services 38,992.0 $2.0M 0.25% +2K +4.6% $50.20 -6.3%
63 PGR PROGRESSIVE CORP Financial Services 9,591.0 $1.9M 0.24% +8K +521.2% $198.24 -1.2%
64 QSIG WISDOMTREE TR 38,563.0 $1.9M 0.24% +5K +13.8% $48.52 -0.3%
65 DUK DUKE ENERGY CORP NEW Utilities 13,497.0 $1.8M 0.23% +902.0 +7.2% $130.94 -5.1%
66 RSP INVESCO EXCHANGE TRADED FD T 9,189.0 $1.8M 0.22% +4K +62.4% $191.92 +5.0%
67 TLH ISHARES TR 17,465.0 $1.8M 0.22% +617.0 +3.7% $100.72 -2.9%
68 BAC BANK AMERICA CORP Financial Services 36,000.0 $1.8M 0.22% +3K +8.2% $48.75 +2.1%
69 BALT INNOVATOR ETFS TRUST 52,240.0 $1.7M 0.22% +3K +6.7% $33.47 +1.8%
70 ABBV ABBVIE INC Healthcare 8,036.0 $1.7M 0.22% +122.0 +1.5% $217.49 -3.3%
71 VTIP VANGUARD MALVERN FDS 34,783.0 $1.7M 0.22% +4K +13.3% $49.95 +0.9%
72 KO COCA COLA CO Consumer Defensive 22,658.0 $1.7M 0.22% +135.0 +0.6% $76.05 +5.8%
73 DHI D R HORTON INC Consumer Cyclical 12,444.0 $1.7M 0.22% +461.0 +3.9% $137.22 +1.6%
74 DFUS DIMENSIONAL ETF TRUST 23,814.0 $1.7M 0.21% +2K +11.0% $70.91 +13.2%
75 AGGY WISDOMTREE TR 38,006.0 $1.7M 0.21% +5K +14.5% $43.45 -0.6%
76 DDLS WISDOMTREE TR 37,335.0 $1.6M 0.21% +3K +9.3% $43.46 +4.5%
77 VWO VANGUARD INTL EQUITY INDEX F 29,207.0 $1.6M 0.20% +3K +11.3% $54.05 +8.1%
78 CVX CHEVRON CORPORATION Energy 7,582.0 $1.6M 0.20% +879.0 +13.1% $206.90 -9.8%
79 UPS UNITED PARCEL SVCS INC Industrials 15,666.0 $1.5M 0.20% +1K +9.4% $98.38 +0.0%
80 BNDX VANGUARD CHARLOTTE FDS 31,837.0 $1.5M 0.20% +4K +13.8% $48.05 -1.0%
Page 4 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%