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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 14 of 15  ·  299 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 PMAR INNOVATOR ETFS TRUST 6,690.0 $301K 0.04% NEW $44.94 +5.3%
262 PSX PHILLIPS 66 Energy 2,321.0 $300K 0.04% NEW $129.04 +32.9%
263 ACWX ISHARES TR 4,397.0 $295K 0.04% NEW $67.13 +9.8%
264 COKE COCA COLA CONS INC Consumer Defensive 1,912.0 $293K 0.04% NEW $153.30 +6.6%
265 XLG INVESCO EXCHANGE TRADED FD T 4,942.0 $293K 0.04% NEW $59.27 +7.2%
266 FDUS FIDUS INVT CORP Financial Services 15,046.0 $290K 0.04% NEW $19.30 -2.5%
267 TFJL INNOVATOR ETFS TRUST 14,069.0 $278K 0.04% NEW $19.79 -3.6%
268 NOW SERVICENOW INC Technology 1,800.0 $276K 0.04% NEW $153.19 -40.9%
269 IEUR ISHARES TR 3,875.0 $275K 0.04% NEW $70.98 +3.2%
270 POWL POWELL INDS INC Industrials 860.0 $274K 0.04% NEW $318.78 -6.8%
271 ZETA ZETA GLOBAL HOLDINGS CORP Technology 13,281.0 $270K 0.04% NEW $20.35 -18.5%
272 DECK DECKERS OUTDOOR CORP Consumer Cyclical 2,532.0 $262K 0.03% NEW $103.67 -8.4%
273 CCJ CAMECO CORP Energy 2,819.0 $258K 0.03% NEW $91.49 +17.5%
274 XBAP INNOVATOR ETFS TRUST 6,622.0 $256K 0.03% NEW $38.67 +7.2%
275 FDX FEDEX CORP Industrials 871.0 $252K 0.03% NEW $288.86 +31.5%
276 SMCI SUPER MICRO COMPUTER INC Technology 8,559.0 $251K 0.03% NEW $29.27 +12.8%
277 RF REGIONS FINANCIAL CORP NEW Financial Services 9,165.0 $248K 0.03% NEW $27.10 -1.1%
278 VIOO VANGUARD ADMIRAL FDS INC 2,137.0 $237K 0.03% NEW $110.96 +11.5%
279 HIG HARTFORD INSURANCE GROUP INC Financial Services 1,717.0 $237K 0.03% NEW $137.80 -2.6%
280 MET METLIFE INC Financial Services 2,961.0 $234K 0.03% NEW $78.94 +0.3%
Page 14 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%