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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 10 of 15  ·  297 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 XME SPDR SERIES TRUST 6,480.0 $700K 0.09% -537.0 -7.7% $108.01 +7.0%
182 HGER HARBOR ETF TRUST 22,461.0 $697K 0.09% NEW $31.01 +5.2%
183 VTV VANGUARD INDEX FDS 3,548.0 $696K 0.09% +170.0 +5.0% $196.18 +5.3%
184 FOXA FOX CORP Communication Services 11,688.0 $683K 0.09% -503.0 -4.1% $58.40 +11.8%
185 LMT LOCKHEED MARTIN CORP Industrials 1,127.0 $681K 0.09% +31.0 +2.8% $604.39 -13.9%
186 ACGL ARCH CAP GROUP LTD Financial Services 7,087.0 $680K 0.09% -301.0 -4.1% $95.99 -2.1%
187 DIS DISNEY WALT CO Communication Services 6,741.0 $650K 0.08% -34.0 -0.5% $96.38 +9.4%
188 PHYL PGIM ETF TR 18,586.0 $644K 0.08% +2K +14.0% $34.63 +0.9%
189 NJAN INNOVATOR ETFS TRUST 11,861.0 $633K 0.08% NEW $53.37 +9.1%
190 ITA ISHARES TR 2,865.0 $627K 0.08% -1K -27.6% $218.75 -0.8%
191 PEP PEPSICO INC Consumer Defensive 3,917.0 $608K 0.08% -302.0 -7.2% $155.29 -4.3%
192 MINT PIMCO ETF TR 6,047.0 $608K 0.08% $100.58 -0.0%
193 USMV ISHARES TR 6,532.0 $606K 0.08% $92.74 +2.1%
194 CTVA CORTEVA INC Basic Materials 7,214.0 $604K 0.08% -145.0 -2.0% $83.71 -0.5%
195 XOVR ENTREPRENEURSHARES SERIES TR 35,624.0 $602K 0.08% +3K +10.5% $16.89 +13.5%
196 REGN REGENERON PHARMACEUTICALS Healthcare 775.0 $599K 0.08% -33.0 -4.1% $772.64 -7.7%
197 UTHR UNITED THERAPEUTICS CORP DEL Healthcare 981.0 $582K 0.07% -43.0 -4.2% $592.98 -2.9%
198 EFG ISHARES TR 5,130.0 $571K 0.07% NEW $111.37 +6.1%
199 MTUM ISHARES TR 2,380.0 $571K 0.07% +44.0 +1.9% $239.99 +24.3%
200 VTI VANGUARD INDEX FDS 1,776.0 $570K 0.07% $320.81 +13.1%
Page 10 of 15  ·  297 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%