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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 12 of 15  ·  299 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 PULS PGIM ETF TR 9,727.0 $482K 0.06% NEW $49.59 +0.1%
222 MCD MCDONALDS CORP Consumer Cyclical 1,571.0 $480K 0.06% NEW $305.63 -10.0%
223 CI THE CIGNA GROUP Healthcare 1,744.0 $480K 0.06% NEW $275.23 +3.6%
224 TDY TELEDYNE TECHNOLOGIES INC Technology 930.0 $475K 0.06% NEW $510.73 +25.0%
225 T AT&T INC Communication Services 18,988.0 $472K 0.06% NEW $24.84 -0.7%
226 WM WASTE MGMT INC DEL Industrials 2,130.0 $468K 0.06% NEW $219.71 -0.4%
227 BILS SPDR SERIES TRUST 4,630.0 $459K 0.06% NEW $99.22 +0.1%
228 PTC PTC INC Technology 2,611.0 $455K 0.06% NEW $174.21 -19.7%
229 IWR ISHARES TR 4,721.0 $454K 0.06% NEW $96.27 +7.7%
230 GTO INVESCO ACTIVELY MANAGED EXC 9,527.0 $452K 0.06% NEW $47.42 -1.7%
231 BLK BLACKROCK INC Financial Services 417.0 $446K 0.06% NEW $1070.34 +1.1%
232 XLK SELECT SECTOR SPDR TR 3,054.0 $440K 0.06% NEW $143.96 +22.5%
233 SOXX ISHARES TR 1,422.0 $428K 0.06% NEW $301.15 +69.1%
234 FLTR VANECK ETF TRUST 16,509.0 $421K 0.05% NEW $25.48 +0.2%
235 BWXT BWX TECHNOLOGIES INC Industrials 2,432.0 $420K 0.05% NEW $172.84 +18.4%
236 IBM INTERNATIONAL BUSINESS MACHS Technology 1,396.0 $414K 0.05% NEW $296.21 -26.3%
237 IYW ISHARES TR 2,065.0 $412K 0.05% NEW $199.68 +19.6%
238 CTRA COTERRA ENERGY INC Energy 15,659.0 $412K 0.05% NEW $26.32 +23.7%
239 MCK MCKESSON CORP Healthcare 494.0 $405K 0.05% NEW $820.29 -8.9%
240 DES WISDOMTREE TR 12,017.0 $402K 0.05% NEW $33.45 +12.5%
Page 12 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%