13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001689013
Total reported value
$912.0M
$912.0M
299 檔
18.1%
During the Q4 2025 filing period, JT Stratford LLC (CIK: 0001689013) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $912.0M across 299 reported positions.
JT Stratford LLC executed strategic sector rebalancing during Q4 2025, establishing 30 new positions while fully exiting 37 holdings and trimming 58 positions.
Showing top 200 holdings (of 299 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IWB | Ishares Russell 1000 ETF | ETF-Other | 6.68% | +0.22% | -2.74% | |
| 2 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 4.91% | +0.51% | +128.46% | |
| 3 | NVDA | Nvidia CORP | Stock-Tech | 3.65% | -0.06% | +1.52% | |
| 4 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 3.15% | +0.25% | +19.79% | |
| 5 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 2.84% | -0.08% | -25.38% | |
| 6 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.54% | +0.14% | -1.31% | |
| 7 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 2.28% | -0.16% | -30.53% | |
| 8 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 2.23% | -0.04% | +890.24% | |
| 9 | AAPL | Apple Inc | Stock-Tech | 2.09% | +0.05% | +2.16% | |
| 10 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.89% | — | +4.97% | |
| 11 | MSFT | Microsoft CORP | Stock-Tech | 1.78% | +0.18% | +1.60% | |
| 12 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.73% | -0.17% | +9.52% | |
| 13 | BINC | Ishares Flex I A Etf-usd Inc | ETF-Other | 1.73% | -0.32% | +38.48% | |
| 14 | TSLA | Tesla Inc | Stock-Consumer Disc | 1.59% | +0.05% | +0.11% | |
| 15 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.51% | -0.06% | +1.86% | |
| 16 | EMGF | Ishares Emerging Markets Equ | ETF-Emerging Markets | 1.42% | -0.39% | — | |
| 17 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 1.38% | -0.20% | -64.28% | |
| 18 | MBB | Ishares Mbs ETF | ETF-Other | 1.30% | -0.06% | +108.30% | |
| 19 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.25% | -0.01% | +23.39% | |
| 20 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.25% | +0.07% | +27.20% | |
| 21 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 1.25% | -0.17% | -34.18% | |
| 22 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 1.23% | -0.04% | -11.74% | |
| 23 | WMT | Walmart Inc | Stock-Consumer Staples | 1.09% | -0.21% | +12.97% | |
| 24 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.89% | -0.22% | -4.24% | |
| 25 | BAI | Ishrs Ai In And Tech Act ETF | ETF-Tech | 0.82% | +0.10% | +937.21% | |
| 26 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-Other | 0.81% | +0.03% | +1.17% | |
| 27 | AVGO | Broadcom Inc | Stock-Tech | 0.77% | +0.14% | +7.80% | |
| 28 | FLOT | Ishares Floating Rate Bond E | ETF-Other | 0.73% | -0.07% | -0.21% | |
| 29 | IAGG | Ishares Intl Aggregate Bond | ETF-Other | 0.72% | -0.78% | EXIT | |
| 30 | GOVT | Ishares US Treasury Bond ETF | ETF-Gov Bonds | 0.70% | +0.11% | -26.63% | |
| 31 | SLQD | Ishares 0-5 Yr Inv Grd CORP | ETF-Other | 0.65% | -0.08% | -2.44% | |
| 32 | XTEN | Bondbloxx Bbg 10y US Tsy ETF | ETF-Other | 0.63% | — | — | |
| 33 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.61% | +0.07% | +4.99% | |
| 34 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.60% | -0.07% | -3.07% | |
| 35 | DGRW | Wisdomtree U.s. Quality Divi | ETF-Other | 0.60% | -0.03% | -1.68% | |
| 36 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.57% | +0.16% | +2.88% | |
| 37 | PFE | Pfizer Inc | Stock-Healthcare | 0.53% | -0.16% | +137.38% | |
| 38 | SPTS | Ss Spdr P St Term Tsy ETF | ETF-Other | 0.51% | -0.06% | +3.47% | |
| 39 | NFLX | Netflix Inc | Stock-Comm Services | 0.51% | -0.40% | +801.09% | |
| 40 | BND | Vanguard Total Bond Market | ETF-Other | 0.50% | -0.06% | +2.63% | |
| 41 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.48% | — | — | |
| 42 | SPTI | Ss Spdr P Int Term Tsy ETF | ETF-Other | 0.48% | -0.06% | +2.32% | |
| 43 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.48% | +0.01% | -19.47% | |
| 44 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.46% | +0.02% | +12.70% | |
| 45 | VUG | Vanguard Growth ETF | ETF-Other | 0.45% | +0.02% | +16.54% | |
| 46 | VGIT | Vanguard Intermediate-term T | ETF-Other | 0.45% | -0.06% | -2.43% | |
| 47 | SPAB | Ss Spdr P Agg Bond ETF | ETF-Other | 0.45% | -0.04% | -28.86% | |
| 48 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.45% | +0.04% | +21.29% | |
| 49 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.45% | -0.02% | -37.44% | |
| 50 | OEF | Ishares S&p 100 ETF | ETF-Other | 0.44% | -0.08% | -0.03% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | +2.7% | +128.46% | Add |
| 2 | DYNF | Ishrs US E F R A Etf-usd Inc | +2% | +890.24% | Add |
| 3 | BAI | Ishrs Ai In And Tech Act ETF | +0.7% | +937.21% | Add |
| 4 | MBB | Ishares Mbs ETF | +0.7% | +108.30% | Add |
| 5 | QQQ | Invesco Qqq Trust Series 1 | +0.5% | +19.79% | Add |
| 6 | GOOGL | Alphabet Inc-cl A | +0.5% | -1.31% | Trim |
| 7 | BINC | Ishares Flex I A Etf-usd Inc | +0.4% | +38.48% | Add |
| 8 | IAGG | Ishares Intl Aggregate Bond | +0.4% | +115.18% | Add |
| 9 | SHLD | Global X Defense Tech ETF | +0.3% | +672.97% | Add |
| 10 | PFE | Pfizer Inc | +0.3% | +137.38% | Add |
| 11 | JNJ | Johnson & Johnson | +0.3% | +9.52% | Add |
| 12 | IVV | Ishares Core S&p 500 ETF | +0.3% | +27.20% | Add |
| 13 | CME | Cme Group Inc | +0.2% | +149.57% | Add |
| 14 | JPM | Jpmorgan Chase & Co | +0.2% | +23.39% | Add |
| 15 | LLY | Eli Lilly & Co | +0.2% | +4.99% | Add |
| 16 | KMI | Kinder Morgan, Inc. | +0.2% | +107.40% | Add |
| 17 | IGIB | Ishares 5-10y Inv Grade CORP | +0.2% | +312.70% | Add |
| 18 | IEMG | Ishares Core Msci Emerging | +0.2% | +161.95% | Add |
| 19 | WMT | Walmart Inc | +0.2% | +12.97% | Add |
| 20 | ALB | Albemarle CORP | +0.2% | +43.72% | Add |
| 21 | ADBE | Adobe Inc | +0.1% | +99.87% | Add |
| 22 | LUMN | Lumen Technologies Inc | +0.1% | +21.98% | Add |
| 23 | AMZN | Amazon.com Inc | +0.1% | +4.97% | Add |
| 24 | TOL | Toll Brothers Inc | +0.1% | +349.32% | Add |
| 25 | GS | Goldman Sachs Group Inc | +0.1% | +21.29% | Add |
| 26 | AAPL | Apple Inc | +0.1% | +2.16% | Add |
| 27 | DAL | Delta Air Lines Inc | +0.1% | +25.28% | Add |
| 28 | NOC | Northrop Grumman CORP | +0.1% | +73.67% | Add |
| 29 | IVE | Ishares S&p 500 Value ETF | +0.1% | +54.96% | Add |
| 30 | VBR | Vanguard Small-cap Value ETF | +0.1% | +61.11% | Add |
| 31 | AVGO | Broadcom Inc | +0.1% | +7.80% | Add |
| 32 | WFC | Wells Fargo & Co | +0.1% | +10.51% | Add |
| 33 | SPIB | Ss Spdr P Int C CORP ETF | +0.1% | +32.87% | Add |
| 34 | UPS | United Parcel Service-cl B | +0.1% | +28.53% | Add |
| 35 | VUG | Vanguard Growth ETF | +0.1% | +16.54% | Add |
| 36 | BALT | Inn Defined Wealth Shield | +0.1% | +37.10% | Add |
| 37 | SCYB | Schwab High Yield Bond ETF | +0.1% | +25.97% | Add |
| 38 | RSP | Invesco S&p 500 Equal Weight | +0.1% | +67.50% | Add |
| 39 | UNH | Unitedhealth Group Inc | +0.1% | +61.73% | Add |
| 40 | VOO | Vanguard S&p 500 ETF | 0% | +12.70% | Add |
| 41 | TSM | Taiwan Semiconductor-sp Adr | 0% | +2.88% | Add |
| 42 | IJH | Ishares Core S&p Midcap ETF | 0% | +88.10% | Add |
| 43 | GD | General Dynamics CORP | 0% | +104.38% | Add |
| 44 | DIS | Walt Disney Co/the | 0% | +83.75% | Add |
| 45 | TGT | Target CORP | 0% | +36.08% | Add |
| 46 | BAC | Bank Of America CORP | 0% | +14.11% | Add |
| 47 | LULU | Lululemon Athletica Inc | 0% | +34.30% | Add |
| 48 | AMD | Advanced Micro Devices | 0% | +4.01% | Add |
| 49 | SCHW | Schwab (charles) CORP | 0% | +13.23% | Add |
| 50 | VRTX | Vertex Pharmaceuticals Inc | 0% | +2.99% | Add |
According to official SEC Form 13F filings, JT Stratford LLC reported a total U.S. public equity portfolio value of $912.0M across 299 disclosed positions in Q4 2025.
During Q4 2025, JT Stratford LLC's top holdings by market value included IWB (6.7%)、IUSB (4.9%)、NVDA (3.6%). The largest single position, IWB, represented 6.7% of total portfolio value.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including IWB, IUSB, NVDA) accounted for 18.1% of total reported equity market value during Q4 2025.
Top New Position Initiated
EMGF
市值: $11.1M
Top Position Liquidated / Trimmed
KEL
前期市值: $2.3M
In Q4 2025, JT Stratford LLC made 199 total portfolio adjustments, initiating 30 new buys, adding to 74 positions, trimming 58 holdings, and fully liquidating 37 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.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.