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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 9 of 15  ·  297 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 EMB ISHARES TR 9,786.0 $919K 0.12% -617.0 -5.9% $93.93 +0.8%
162 ASML ASML HLDG NV Technology 691.0 $913K 0.12% +45.0 +7.0% $1320.83 +13.7%
163 BLOCK INC 14,907.0 $897K 0.11% NEW $60.18
164 PJAN INNOVATOR ETFS TRUST 19,181.0 $885K 0.11% NEW $46.13 +6.2%
165 XBJA INNOVATOR ETFS TRUST 27,479.0 $860K 0.11% +20K +281.4% $31.28 +6.6%
166 CPNG COUPANG INC Consumer Cyclical 45,376.0 $857K 0.11% NEW $18.88 -12.1%
167 CAT CATERPILLAR INC Industrials 1,206.0 $854K 0.11% +20.0 +1.7% $708.46 +25.4%
168 MRK MERCK & CO INC Healthcare 7,035.0 $846K 0.11% -4K -35.5% $120.28 -5.7%
169 IJH ISHARES TR 12,429.0 $839K 0.11% +120.0 +1.0% $67.53 +6.9%
170 MNST MONSTER BEVERAGE CORP NEW Consumer Defensive 11,348.0 $822K 0.10% -5K -28.7% $72.46 +18.4%
171 SO SOUTHERN CO Utilities 8,472.0 $818K 0.10% $96.52 -2.9%
172 FCNCA FIRST CTZNS BANCSHARES INC D Financial Services 431.0 $812K 0.10% +8.0 +1.9% $1884.66 +2.8%
173 BRTR BLACKROCK ETF TRUST II 15,607.0 $783K 0.10% NEW $50.19 -0.8%
174 MO ALTRIA GROUP INC Consumer Defensive 11,651.0 $769K 0.10% +409.0 +3.6% $65.99 +9.7%
175 RMD RESMED INC Healthcare 3,399.0 $763K 0.10% -203.0 -5.6% $224.48 -9.8%
176 MPWR MONOLITHIC PWR SYS INC Technology 693.0 $758K 0.10% -30.0 -4.2% $1093.35 +47.6%
177 COIN COINBASE GLOBAL INC Financial Services 4,264.0 $745K 0.10% -4K -50.1% $174.61 +21.4%
178 FLTR VANECK ETF TRUST 28,643.0 $730K 0.09% +12K +73.5% $25.48 +0.2%
179 MPC MARATHON PETE CORP Energy 2,979.0 $727K 0.09% -18.0 -0.6% $244.18 +1.9%
180 MA MASTERCARD INCORPORATED Financial Services 1,430.0 $715K 0.09% -51.0 -3.4% $499.66 -1.9%
Page 9 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%