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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 11 of 15  ·  297 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 INNOVATOR ETFS TRUST 20,265.0 $569K 0.07% NEW $28.09
202 SIVR ABRDN SILVER ETF TRUST Financial Services 7,653.0 $548K 0.07% +422.0 +5.8% $71.61 +1.3%
203 T AT&T INC Communication Services 18,855.0 $547K 0.07% -133.0 -0.7% $28.99 -14.9%
204 BILS SPDR SERIES TRUST 5,490.0 $546K 0.07% +860.0 +18.6% $99.44 -0.2%
205 SNA SNAP ON INC Industrials 1,503.0 $546K 0.07% NEW $363.22 +0.9%
206 LULU LULULEMON ATHLETICA INC Consumer Cyclical 3,505.0 $537K 0.07% -614.0 -14.9% $153.10 -20.9%
207 CSCO CISCO SYS INC Technology 6,872.0 $533K 0.07% $77.59 +48.9%
208 LOW LOWES COS INC Consumer Cyclical 2,215.0 $523K 0.07% +16.0 +0.7% $236.28 -5.4%
209 CTRA COTERRA ENERGY INC Energy 14,893.0 $523K 0.07% -766.0 -4.9% $35.14 -7.3%
210 UBER UBER TECHNOLOGIES INC Technology 7,195.0 $518K 0.07% -321.0 -4.3% $71.93 +3.8%
211 THRO BLACKROCK ETF TRUST 14,272.0 $517K 0.07% +1K +7.5% $36.22 +16.9%
212 FORTINET INC 6,205.0 $507K 0.07% -12K -65.6% $81.72
213 SMR NUSCALE PWR CORP Utilities 46,241.0 $501K 0.06% -2K -4.4% $10.84 +11.3%
214 WM WASTE MGMT INC DEL Industrials 2,151.0 $494K 0.06% +21.0 +1.0% $229.79 -4.8%
215 DIA STATE STR SPDR DOW JONES IND Financial Services 1,059.0 $491K 0.06% -64.0 -5.7% $463.19 +6.9%
216 MCD MCDONALDS CORP Consumer Cyclical 1,566.0 $487K 0.06% $310.79 -11.5%
217 SOXX ISHARES TR 1,460.0 $480K 0.06% +38.0 +2.7% $328.66 +54.9%
218 SPYG SPDR SERIES TRUST 4,844.0 $474K 0.06% +49.0 +1.0% $97.91 +20.9%
219 DE DEERE & CO Industrials 831.0 $468K 0.06% +16.0 +2.0% $563.60 +2.0%
220 PHM PULTE GROUP INC Consumer Cyclical 3,936.0 $463K 0.06% -259.0 -6.2% $117.61 -3.2%
Page 11 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%