Portfolio (Quarterly) Guide ↗

JT Stratford LLC

· CIK 0001689013

13F Portfolio $786M AUM 297 positions Filed May 15, 2026 EDGAR ↗ ← All Funds

Q1 2026 Q4 2025 · All 39 New 137 Added 97 Reduced 41 Exited

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#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
41	TE	T1 ENERGY INC	Industrials	13,430	$90K	0.01%	SOLD

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Sector Allocation

Technology 27.4%

Financial Services 20.4%

Communication Services 11.5%

Healthcare 9.7%

Consumer Cyclical 9.6%

Consumer Defensive 6.4%

Industrials 6.3%

Energy 4.2%

Utilities 2.2%

Basic Materials 1.8%