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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 15 of 15  ·  299 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 XBJA INNOVATOR ETFS TRUST 7,205.0 $230K 0.03% NEW $31.97 +4.3%
282 PRU PRUDENTIAL FINL INC Financial Services 2,029.0 $229K 0.03% NEW $112.88 -8.6%
283 BK BANK NEW YORK MELLON CORP Financial Services 1,967.0 $228K 0.03% NEW $116.09 +16.3%
284 VYMI VANGUARD WHITEHALL FDS 2,511.0 $226K 0.03% NEW $89.99 +9.2%
285 VGT VANGUARD WORLD FD 297.0 $224K 0.03% NEW $753.78 -85.0%
286 BDX BECTON DICKINSON & CO Healthcare 1,130.0 $219K 0.03% NEW $194.07 -26.1%
287 COP CONOCOPHILLIPS Energy 2,332.0 $218K 0.03% NEW $93.61 +27.1%
288 EUAD SPINNAKER ETF SERIES 5,050.0 $213K 0.03% NEW $42.13 -10.7%
289 MDT MEDTRONIC PLC Healthcare 2,202.0 $212K 0.03% NEW $96.06 -19.9%
290 NTR NUTRIEN LTD Basic Materials 3,427.0 $212K 0.03% NEW $61.72 +14.9%
291 APH AMPHENOL CORP NEW Technology 1,563.0 $211K 0.03% NEW $135.14 -7.5%
292 RTX RTX CORPORATION Industrials 1,120.0 $205K 0.03% NEW $183.40 -4.2%
293 JCPB J P MORGAN EXCHANGE TRADED F 4,275.0 $202K 0.03% NEW $47.35 -1.8%
294 PNC PNC FINL SVCS GROUP INC Financial Services 959.0 $200K 0.03% NEW $208.73 +2.3%
295 FRSH FRESHWORKS INC Technology 12,683.0 $155K 0.02% NEW $12.25 -31.3%
296 BGB BLACKSTONE STRATEGIC CRED 20 Financial Services 13,150.0 $155K 0.02% NEW $11.78 -3.3%
297 DLO DLOCAL LTD Technology 10,561.0 $149K 0.02% NEW $14.14 -10.5%
298 JOBY JOBY AVIATION INC Industrials 10,834.0 $143K 0.02% NEW $13.20 -19.4%
299 TE T1 ENERGY INC Industrials 13,430.0 $90K 0.01% NEW $6.68 -14.2%
Page 15 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%