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CIK: 0001689013
Total reported value
$912.0M
$912.0M
270 檔
13.2%
The Q2 2024 SEC filing reveals that JT Stratford LLC held a total portfolio value of $912.0M, covering 270 public equity positions.
During Q2 2024, JT Stratford LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
In terms of portfolio concentration, the top 5 core holdings (including BND, IWB, SPDW) accounted for 13.2% of total reported equity market value during Q2 2024.
Showing top 200 holdings (of 270 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | BND | Vanguard Total Bond Market | ETF-Other | 5.86% | -0.06% | +25.64% | |
| 2 | IWB | Ishares Russell 1000 ETF | ETF-Other | 4.80% | +0.22% | +0.21% | |
| 3 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 4.60% | -0.16% | +12.42% | |
| 4 | NVDA | Nvidia CORP | Stock-Tech | 3.62% | -0.06% | +974.34% | |
| 5 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 3.56% | -0.08% | +2.42% | |
| 6 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 2.57% | +0.25% | +1.15% | |
| 7 | MSFT | Microsoft CORP | Stock-Tech | 2.56% | +0.18% | +16.26% | |
| 8 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 2.53% | -0.17% | +35.77% | |
| 9 | AAPL | Apple Inc | Stock-Tech | 2.13% | +0.05% | +9.70% | |
| 10 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.93% | +0.14% | +11.86% | |
| 11 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.72% | — | +7.19% | |
| 12 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 1.49% | -0.01% | -0.25% | |
| 13 | GOVT | Ishares US Treasury Bond ETF | ETF-Gov Bonds | 1.41% | +0.11% | +4.59% | |
| 14 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.37% | -0.17% | -0.73% | |
| 15 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.36% | -0.06% | +7.60% | |
| 16 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 1.26% | -0.04% | -10.05% | |
| 17 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 1.24% | -0.07% | +1.75% | |
| 18 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.13% | +0.07% | +12.58% | |
| 19 | NFLX | Netflix Inc | Stock-Comm Services | 1.08% | -0.40% | +78.27% | |
| 20 | JUCY | Aptus Enhanced Yield ETF | ETF-Other | 1.03% | — | -17.77% | |
| 21 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.91% | -0.02% | +3.17% | |
| 22 | HIGH | Simplify Enhanced Income ETF | ETF-Other | 0.90% | — | +13.21% | |
| 23 | SPAB | Ss Spdr P Agg Bond ETF | ETF-Other | 0.82% | -0.04% | +2.51% | |
| 24 | PFF | Ishares Preferred & Income S | ETF-Other | 0.81% | -0.02% | +1.10% | |
| 25 | VRTX | Vertex Pharmaceuticals Inc | Stock-Healthcare | 0.77% | — | +2.43% | |
| 26 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.75% | +0.05% | -8.12% | |
| 27 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.71% | +0.07% | +2.12% | |
| 28 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.70% | -0.01% | -1.60% | |
| 29 | WMT | Walmart Inc | Stock-Consumer Staples | 0.66% | -0.21% | -1.66% | |
| 30 | MU | Micron Technology Inc | Stock-Tech | 0.65% | +0.78% | +46.40% | |
| 31 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-Other | 0.63% | +0.03% | -0.23% | |
| 32 | DGRW | Wisdomtree U.s. Quality Divi | ETF-Other | 0.61% | -0.03% | +6.06% | |
| 33 | REGN | Regeneron Pharmaceuticals | Stock-Healthcare | 0.60% | -0.03% | +57.40% | |
| 34 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.60% | +0.01% | +8.88% | |
| 35 | QCOM | Qualcomm Inc | Stock-Tech | 0.58% | +0.03% | +14.38% | |
| 36 | EMB | Ishares Jp Morgan Usd Emergi | ETF-Other | 0.57% | -0.02% | +1.30% | |
| 37 | AMAT | Applied Materials Inc | Stock-Tech | 0.53% | +0.68% | +11.65% | |
| 38 | KMI | Kinder Morgan, Inc. | Stock-Energy | 0.53% | -0.18% | +90.59% | |
| 39 | FCNCA | First Citizens Bcshs -cl A | Stock-Financials | 0.53% | — | -7.79% | |
| 40 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.53% | +0.02% | +12.79% | |
| 41 | V | Visa Inc-class A Shares | Stock-Financials | 0.51% | -0.02% | +13.46% | |
| 42 | TFC | Truist Financial CORP | Stock-Financials | 0.51% | -0.01% | +0.59% | |
| 43 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.47% | -0.02% | +7.39% | |
| 44 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-Other | 0.47% | +0.02% | NEW | |
| 45 | LEN | Lennar Corp-a | Stock-Consumer Disc | 0.45% | — | +14.55% | |
| 46 | SPTI | Ss Spdr P Int Term Tsy ETF | ETF-Other | 0.44% | -0.06% | +5.20% | |
| 47 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.44% | -0.22% | -4.16% | |
| 48 | VIGI | Vanguard Int Div App Indx Fd | ETF-Other | 0.44% | -0.03% | +3.90% | |
| 49 | VUG | Vanguard Growth ETF | ETF-Other | 0.44% | +0.02% | +15.03% | |
| 50 | HD | Home Depot Inc | Stock-Consumer Disc | 0.41% | -0.03% | +0.03% |
According to official SEC Form 13F filings, JT Stratford LLC reported a total U.S. public equity portfolio value of $912.0M across 270 disclosed positions in Q2 2024.
During Q2 2024, JT Stratford LLC's top holdings by market value included BND (5.9%)、IWB (4.8%)、SPDW (4.6%). The largest single position, BND, represented 5.9% of total portfolio value.
In Q2 2024, JT Stratford LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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