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Portfolio (Quarterly) Guide ↗

JT Stratford LLC

· CIK 0001689013
13F Portfolio $779M AUM Filed Feb 12, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 299 New
Page 10 of 15  ·  299 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 CAT CATERPILLAR INC Industrials 1,186.0 $679K 0.09% NEW $572.87 +55.1%
182 BLDR BUILDERS FIRSTSOURCE INC Industrials 6,433.0 $662K 0.09% NEW $102.89 -28.5%
183 OUNZ VANECK MERK GOLD ETF Financial Services 15,943.0 $661K 0.09% NEW $41.48 +5.4%
184 PCT PURECYCLE TECHNOLOGIES INC Industrials 76,457.0 $657K 0.08% NEW $8.59 +44.2%
185 MPWR MONOLITHIC PWR SYS INC Technology 723.0 $655K 0.08% NEW $906.36 +78.1%
186 PINK SIMPLIFY EXCHANGE TRADED FUN 17,877.0 $654K 0.08% NEW $36.60 -0.1%
187 IWO ISHARES TR 2,012.0 $650K 0.08% NEW $323.01 +12.1%
188 XOVR ENTREPRENEURSHARES SERIES TR 32,249.0 $649K 0.08% NEW $20.14 -4.8%
189 CTSH COGNIZANT TECHNOLOGY SOLUTIO Technology 7,815.0 $649K 0.08% NEW $83.00 -44.5%
190 MO ALTRIA GROUP INC Consumer Defensive 11,242.0 $648K 0.08% NEW $57.66 +25.6%
191 VTV VANGUARD INDEX FDS 3,378.0 $645K 0.08% NEW $190.98 +8.2%
192 REGN REGENERON PHARMACEUTICALS Healthcare 808.0 $624K 0.08% NEW $771.87 -7.6%
193 WISE THEMES ETF TR 15,865.0 $618K 0.08% NEW $38.97 -1.3%
194 SOUN SOUNDHOUND AI INC Technology 61,703.0 $615K 0.08% NEW $9.97 -14.5%
195 USMV ISHARES TR 6,532.0 $615K 0.08% NEW $94.16 +0.6%
196 UBER UBER TECHNOLOGIES INC Technology 7,516.0 $614K 0.08% NEW $81.71 -8.6%
197 RCL ROYAL CARIBBEAN GROUP Consumer Cyclical 2,186.0 $610K 0.08% NEW $278.92 -4.9%
198 MINT PIMCO ETF TR 6,046.0 $607K 0.08% NEW $100.34 +0.2%
199 PEP PEPSICO INC Consumer Defensive 4,219.0 $606K 0.08% NEW $143.52 +3.6%
200 CBOE CBOE GLOBAL MKTS INC Financial Services 2,380.0 $597K 0.08% NEW $251.00 +44.6%
Page 10 of 15  ·  299 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 29.9%
Financial Services 20.6%
Communication Services 13.0%
Consumer Cyclical 10.3%
Healthcare 9.7%
Industrials 6.0%
Consumer Defensive 5.2%
Energy 2.1%
Utilities 1.6%
Basic Materials 1.4%