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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 15 of 15  ·  297 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 XLE SELECT SECTOR SPDR TR 3,479.0 $213K 0.03% NEW $61.26 -2.9%
282 HON HONEYWELL INTL INC Industrials 932.0 $211K 0.03% NEW $226.03 -3.7%
283 MET METLIFE INC Financial Services 2,943.0 $208K 0.03% -18.0 -0.6% $70.72 +12.0%
284 VGT VANGUARD WORLD FD 297.0 $207K 0.03% $697.72 -83.8%
285 NOW SERVICENOW INC Technology 1,968.0 $206K 0.03% +168.0 +9.3% $104.55 -13.4%
286 EPD ENTERPRISE PRODS PARTNERS L Energy 5,435.0 $206K 0.03% NEW $37.84 +3.7%
287 CSX CSX CORP Industrials 4,952.0 $203K 0.03% NEW $41.05 +11.9%
288 APH AMPHENOL CORP Technology 1,589.0 $201K 0.03% +26.0 +1.7% $126.35 -1.1%
289 PRU PRUDENTIAL FINL INC Financial Services 2,052.0 $200K 0.03% +23.0 +1.1% $97.69 +5.6%
290 BGB BLACKSTONE STRATEGIC CRED 20 Financial Services 12,415.0 $138K 0.02% -735.0 -5.6% $11.15 +2.2%
291 GRND GRINDR INC Technology 10,236.0 $124K 0.02% NEW $12.09 +14.6%
292 FLYW FLYWIRE CORPORATION Technology 10,362.0 $121K 0.01% NEW $11.64 +40.5%
293 NRDS NERDWALLET INC Financial Services 10,423.0 $108K 0.01% NEW $10.38 -27.0%
294 GRAB GRAB HOLDINGS LIMITED Technology 27,266.0 $100K 0.01% NEW $3.66 -2.5%
295 FRSH FRESHWORKS INC Technology 12,078.0 $97K 0.01% -605.0 -4.8% $8.03 +4.9%
296 MNKD MANNKIND CORP Healthcare 25,437.0 $62K 0.01% NEW $2.45 +31.4%
297 UROY URANIUM RTY CORP Energy 11,650.0 $43K 0.01% NEW $3.65 +10.7%
Page 15 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%