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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 5 of 7  ·  137 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 DFAS DIMENSIONAL ETF TRUST 21,114.0 $1.5M 0.19% +2K +8.9% $71.13 +6.4%
82 KJAN INNOVATOR ETFS TRUST 33,560.0 $1.4M 0.18% +3K +10.8% $41.72 +5.8%
83 VWOB VANGUARD WHITEHALL FDS 19,870.0 $1.3M 0.17% +2K +11.5% $65.69 +0.7%
84 CCJ CAMECO CORP Energy 11,954.0 $1.3M 0.17% +9K +324.1% $108.61 -0.7%
85 UJAN INNOVATOR ETFS TRUST 29,304.0 $1.2M 0.16% +12K +71.3% $42.51 +5.6%
86 CBOE CBOE GLOBAL MKTS INC Financial Services 4,266.0 $1.2M 0.15% +2K +79.2% $281.07 +29.3%
87 IWF ISHARES TR 2,646.0 $1.1M 0.14% +64.0 +2.5% $426.40 -70.9%
88 ADM ARCHER DANIELS MIDLAND CO Consumer Defensive 15,391.0 $1.1M 0.14% +2K +17.5% $72.69 +9.8%
89 NTR NUTRIEN LTD Basic Materials 14,752.0 $1.1M 0.14% +11K +330.5% $75.46 -6.0%
90 GOOG ALPHABET INC Communication Services 3,794.0 $1.1M 0.14% +25.0 +0.7% $286.86 +37.4%
91 SBUX STARBUCKS CORP Consumer Cyclical 11,979.0 $1.1M 0.14% +249.0 +2.1% $89.59 +19.5%
92 AMD ADVANCED MICRO DEVICES INC Technology 5,160.0 $1.0M 0.13% +226.0 +4.6% $203.43 +113.8%
93 QUAL ISHARES TR 5,395.0 $1.0M 0.13% +202.0 +3.9% $191.81 +9.7%
94 GLDM WORLD GOLD TR Financial Services 10,991.0 $1.0M 0.13% +804.0 +7.9% $92.69 -2.4%
95 V VISA INC Financial Services 3,344.0 $1.0M 0.13% +91.0 +2.8% $302.24 +7.7%
96 EME EMCOR GROUP INC Industrials 1,297.0 $958K 0.12% +56.0 +4.5% $738.31 +22.7%
97 DFIV DIMENSIONAL ETF TRUST 18,107.0 $956K 0.12% +2K +14.2% $52.78 +4.4%
98 EFV ISHARES TR 12,669.0 $942K 0.12% +303.0 +2.5% $74.35 +4.7%
99 ASML ASML HLDG NV Technology 691.0 $913K 0.12% +45.0 +7.0% $1320.83 +14.1%
100 XBJA INNOVATOR ETFS TRUST 27,479.0 $860K 0.11% +20K +281.4% $31.28 +6.7%
Page 5 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%