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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 14 of 15  ·  297 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 COP CONOCOPHILLIPS Energy 2,359.0 $311K 0.04% +27.0 +1.2% $132.00 -9.9%
262 ACWX ISHARES TR 4,497.0 $308K 0.04% +100.0 +2.3% $68.47 +7.6%
263 POOL POOL CORP Industrials 1,487.0 $301K 0.04% $202.33 -13.4%
264 PBF PBF ENERGY INC Energy 6,208.0 $296K 0.04% NEW $47.62 -14.6%
265 INNOVATOR ETFS TRUST 11,474.0 $294K 0.04% NEW $25.62
266 GM GENERAL MTRS CO Consumer Cyclical 3,755.0 $280K 0.04% $74.50 +4.4%
267 IEUR ISHARES TR 3,957.0 $278K 0.04% +82.0 +2.1% $70.27 +4.2%
268 GE GE AEROSPACE Industrials 928.0 $263K 0.03% -78.0 -7.8% $283.77 +2.7%
269 FDUS FIDUS INVT CORP Financial Services 15,046.0 $262K 0.03% $17.42 +8.0%
270 WISE THEMES ETF TR 8,052.0 $259K 0.03% -8K -49.2% $32.16 +19.6%
271 PDBA INVESCO ACTVELY MNGD ETC FD 6,930.0 $253K 0.03% NEW $36.47 +1.8%
272 VYMI VANGUARD WHITEHALL FDS 2,612.0 $246K 0.03% +101.0 +4.0% $94.23 +4.3%
273 VIOO VANGUARD ADMIRAL FDS INC 2,127.0 $244K 0.03% $114.83 +7.8%
274 QQQM INVESCO EXCH TRADED FD TR II 1,026.0 $244K 0.03% NEW $237.62 +22.8%
275 BK BANK NEW YORK MELLON CORP Financial Services 2,026.0 $240K 0.03% +59.0 +3.0% $118.63 +13.8%
276 RF REGIONS FINANCIAL CORP NEW Financial Services 9,165.0 $239K 0.03% $26.12 +2.6%
277 HIG HARTFORD INSURANCE GROUP INC Financial Services 1,759.0 $238K 0.03% +42.0 +2.5% $135.23 -0.7%
278 XLU SELECT SECTOR SPDR TR 5,045.0 $232K 0.03% NEW $45.89 -4.4%
279 RTX RTX CORPORATION Industrials 1,181.0 $228K 0.03% +61.0 +5.5% $192.90 -8.9%
280 MDT MEDTRONIC PLC Healthcare 2,566.0 $222K 0.03% +364.0 +16.5% $86.65 -11.2%
Page 14 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%