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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 12 of 15  ·  297 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 TROW PRICE T ROWE GROUP INC Financial Services 5,081.0 $458K 0.06% -244.0 -4.6% $90.14 +13.6%
222 CTSH COGNIZANT TECHNOLOGY SOLUTIO Technology 7,447.0 $457K 0.06% -368.0 -4.7% $61.35 -24.9%
223 POWL POWELL INDS INC Industrials 843.0 $456K 0.06% -17.0 -2.0% $541.08 -45.1%
224 PFF ISHARES TR 15,031.0 $456K 0.06% -2K -12.7% $30.32 +3.0%
225 RCL ROYAL CARIBBEAN GROUP Consumer Cyclical 1,654.0 $455K 0.06% -532.0 -24.3% $275.18 -3.6%
226 PULS PGIM ETF TR 9,187.0 $455K 0.06% -540.0 -5.5% $49.50 +0.3%
227 VLUE ISHARES TR 3,195.0 $454K 0.06% NEW $142.19 +26.4%
228 IFEB INNOVATOR ETFS TRUST 15,217.0 $454K 0.06% NEW $29.81 +2.9%
229 PSX PHILLIPS 66 Energy 2,449.0 $446K 0.06% +128.0 +5.5% $182.18 -5.9%
230 OIH VANECK ETF TRUST 1,100.0 $445K 0.06% NEW $404.21 +9.0%
231 INCY INCYTE CORP Healthcare 4,712.0 $443K 0.06% NEW $94.12 +3.7%
232 CI THE CIGNA GROUP Healthcare 1,592.0 $425K 0.05% -152.0 -8.7% $266.75 +6.9%
233 SLV ISHARES SILVER TR Financial Services 6,206.0 $423K 0.05% -2K -24.2% $68.14 +1.3%
234 DES WISDOMTREE TR 11,670.0 $419K 0.05% -347.0 -2.9% $35.94 +4.7%
235 MCK MCKESSON CORP Healthcare 484.0 $419K 0.05% -10.0 -2.0% $865.36 -13.7%
236 SPYD SPDR SERIES TRUST 9,098.0 $414K 0.05% $45.52 +1.5%
237 PSLV SPROTT ASSET MANAGEMENT LP Financial Services 16,822.0 $410K 0.05% NEW $24.39 +0.9%
238 XLK SELECT SECTOR SPDR TR 3,058.0 $406K 0.05% $132.88 +32.7%
239 BLK BLACKROCK INC Financial Services 422.0 $406K 0.05% +5.0 +1.2% $961.71 +12.5%
240 HGTY HAGERTY INC Financial Services 38,112.0 $401K 0.05% NEW $10.53 -1.8%
Page 12 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%