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CIK: 0001689013
Total reported value
$912.0M
$912.0M
297 檔
17.3%
At the close of Q1 2026, JT Stratford LLC disclosed equity holdings valued at approximately $912.0M, spread across 297 reported holdings.
JT Stratford LLC executed strategic sector rebalancing during Q1 2026, establishing 33 new positions while fully exiting 39 holdings and trimming 51 positions.
In terms of portfolio concentration, the top 5 core holdings (including IWB, IUSB, NVDA) accounted for 17.3% of total reported equity market value during Q1 2026.
Showing top 200 holdings (of 297 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IWB | Ishares Russell 1000 ETF | ETF-Other | 6.35% | +0.22% | +0.50% | |
| 2 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 4.34% | +0.51% | -10.10% | |
| 3 | NVDA | Nvidia CORP | Stock-Tech | 3.24% | -0.06% | -4.37% | |
| 4 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 3.21% | +0.25% | +9.46% | |
| 5 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 2.89% | -0.16% | +24.25% | |
| 6 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 2.75% | -0.08% | -0.35% | |
| 7 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 2.27% | -0.04% | +7.64% | |
| 8 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.22% | +0.14% | -3.84% | |
| 9 | AAPL | Apple Inc | Stock-Tech | 1.87% | +0.05% | -3.35% | |
| 10 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.86% | -0.17% | -8.57% | |
| 11 | GOVT | Ishares US Treasury Bond ETF | ETF-Gov Bonds | 1.74% | +0.11% | +152.25% | |
| 12 | BINC | Ishares Flex I A Etf-usd Inc | ETF-Other | 1.58% | -0.32% | -6.21% | |
| 13 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.53% | — | -9.65% | |
| 14 | EMGF | Ishares Emerging Markets Equ | ETF-Emerging Markets | 1.44% | -0.39% | -2.58% | |
| 15 | TSLA | Tesla Inc | Stock-Consumer Disc | 1.41% | +0.05% | +8.78% | |
| 16 | MSFT | Microsoft CORP | Stock-Tech | 1.39% | +0.18% | +3.15% | |
| 17 | MBB | Ishares Mbs ETF | ETF-Other | 1.36% | -0.06% | +5.51% | |
| 18 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 1.30% | -0.20% | -4.34% | |
| 19 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.28% | -0.06% | -1.24% | |
| 20 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 1.28% | -0.17% | +4.45% | |
| 21 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.21% | +0.07% | +2.87% | |
| 22 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 1.19% | -0.04% | -2.65% | |
| 23 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.14% | -0.01% | +0.96% | |
| 24 | WMT | Walmart Inc | Stock-Consumer Staples | 0.95% | -0.21% | -20.53% | |
| 25 | BAI | Ishrs Ai In And Tech Act ETF | ETF-Tech | 0.87% | +0.10% | +7.81% | |
| 26 | IAGG | Ishares Intl Aggregate Bond | ETF-Other | 0.78% | -0.78% | EXIT | |
| 27 | FLOT | Ishares Floating Rate Bond E | ETF-Other | 0.78% | -0.07% | +7.92% | |
| 28 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.72% | -0.22% | -1.44% | |
| 29 | PFE | Pfizer Inc | Stock-Healthcare | 0.71% | -0.16% | +18.46% | |
| 30 | AVGO | Broadcom Inc | Stock-Tech | 0.70% | +0.14% | +2.71% | |
| 31 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.65% | -0.07% | -2.66% | |
| 32 | SLQD | Ishares 0-5 Yr Inv Grd CORP | ETF-Other | 0.65% | -0.08% | +0.87% | |
| 33 | XTEN | Bondbloxx Bbg 10y US Tsy ETF | ETF-Other | 0.64% | — | +3.25% | |
| 34 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.64% | +0.16% | +1.50% | |
| 35 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-Other | 0.63% | +0.03% | -17.49% | |
| 36 | DGRW | Wisdomtree U.s. Quality Divi | ETF-Other | 0.60% | -0.03% | +2.54% | |
| 37 | SPTS | Ss Spdr P St Term Tsy ETF | ETF-Other | 0.58% | -0.06% | +13.52% | |
| 38 | SHLD | Global X Defense Tech ETF | ETF-Tech | 0.57% | +0.02% | +49.16% | |
| 39 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.57% | +0.07% | +9.68% | |
| 40 | SPTI | Ss Spdr P Int Term Tsy ETF | ETF-Other | 0.55% | -0.06% | +16.86% | |
| 41 | ADBE | Adobe Inc | Stock-Tech | 0.54% | -0.50% | +174.91% | |
| 42 | NFLX | Netflix Inc | Stock-Comm Services | 0.53% | -0.40% | +3.84% | |
| 43 | BND | Vanguard Total Bond Market | ETF-Other | 0.51% | -0.06% | +3.69% | |
| 44 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.50% | — | +2.61% | |
| 45 | USFR | Wisdomtree Floating Rate Tre | ETF-Other | 0.49% | -0.05% | +15.12% | |
| 46 | DELL | Dell Technologies -c | Stock-Tech | 0.49% | +0.41% | -9.81% | |
| 47 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.48% | -0.02% | +6.80% | |
| 48 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.47% | +0.02% | +7.91% | |
| 49 | VLO | Valero Energy CORP | Stock-Energy | 0.46% | -0.11% | +101.99% | |
| 50 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.46% | +0.01% | +5.00% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | GOVT | Ishares US Treasury Bond ETF | +1% | +152.25% | Add |
| 2 | SPDW | Ste Str Spdr Pt Dw EU ETF | +0.6% | +24.25% | Add |
| 3 | VLO | Valero Energy CORP | +0.3% | +101.99% | Add |
| 4 | ADBE | Adobe Inc | +0.3% | +174.91% | Add |
| 5 | BWXT | Bwx Technologies Inc | +0.2% | +360.03% | Add |
| 6 | SHLD | Global X Defense Tech ETF | +0.2% | +49.16% | Add |
| 7 | XOM | Exxon Mobil CORP | +0.2% | +126.47% | Add |
| 8 | PGR | Progressive CORP | +0.2% | +521.18% | Add |
| 9 | PFE | Pfizer Inc | +0.2% | +18.46% | Add |
| 10 | TOL | Toll Brothers Inc | +0.2% | +121.18% | Add |
| 11 | CCJ | Cameco CORP | +0.1% | +324.05% | Add |
| 12 | JNJ | Johnson & Johnson | +0.1% | -8.57% | Trim |
| 13 | ECHO | Echostar Corp-a | +0.1% | +95.55% | Add |
| 14 | NTR | Nutrien LTD | +0.1% | +330.46% | Add |
| 15 | KOF | Coca-cola Femsa Sab-sp Adr | +0.1% | +40.56% | Add |
| 16 | RSP | Invesco S&p 500 Equal Weight | +0.1% | +62.41% | Add |
| 17 | KMI | Kinder Morgan, Inc. | +0.1% | +0.92% | Add |
| 18 | XBJA | Innovator US Eq Ac 9 Buff-j | +0.1% | +281.39% | Add |
| 19 | SPTI | Ss Spdr P Int Term Tsy ETF | +0.1% | +16.86% | Add |
| 20 | CBOE | Cboe Global Markets Inc | +0.1% | +79.24% | Add |
| 21 | ALB | Albemarle CORP | +0.1% | +0.67% | Add |
| 22 | DELL | Dell Technologies -c | +0.1% | -9.81% | Trim |
| 23 | TSM | Taiwan Semiconductor-sp Adr | +0.1% | +1.50% | Add |
| 24 | CVX | Chevron CORP | +0.1% | +13.11% | Add |
| 25 | IGIB | Ishares 5-10y Inv Grade CORP | +0.1% | +31.24% | Add |
| 26 | SPTS | Ss Spdr P St Term Tsy ETF | +0.1% | +13.52% | Add |
| 27 | QQQ | Invesco Qqq Trust Series 1 | +0.1% | +9.46% | Add |
| 28 | IAGG | Ishares Intl Aggregate Bond | +0.1% | +10.05% | Add |
| 29 | MBB | Ishares Mbs ETF | +0.1% | +5.51% | Add |
| 30 | DHS | Wisdomtree US High Dividend | +0.1% | +9.77% | Add |
| 31 | USFR | Wisdomtree Floating Rate Tre | +0.1% | +15.12% | Add |
| 32 | UJAN | Innovator U.s. Equity Ultra | +0.1% | +71.34% | Add |
| 33 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.1% | +35.76% | Add |
| 34 | SCHW | Schwab (charles) CORP | +0.1% | +32.90% | Add |
| 35 | BE | Bloom Energy Corp- A | +0.1% | -21.88% | Trim |
| 36 | VZ | Verizon Communications Inc | +0.1% | +4.61% | Add |
| 37 | FLOT | Ishares Floating Rate Bond E | +0.1% | +7.92% | Add |
| 38 | BAI | Ishrs Ai In And Tech Act ETF | +0.1% | +7.81% | Add |
| 39 | SCHD | Schwab US Dvd Equity ETF | +0.1% | -2.66% | Trim |
| 40 | NOC | Northrop Grumman CORP | +0.1% | +0.85% | Add |
| 41 | DYNF | Ishrs US E F R A Etf-usd Inc | 0% | +7.64% | Add |
| 42 | ADM | Archer-daniels-midland Co | 0% | +17.52% | Add |
| 43 | FIX | Comfort Systems USA Inc | 0% | -0.68% | Trim |
| 44 | CME | Cme Group Inc | 0% | +2.14% | Add |
| 45 | FLTR | Vaneck Ig Floating Rate ETF | 0% | +73.50% | Add |
| 46 | VEA | Vanguard Ftse Developed ETF | 0% | +6.80% | Add |
| 47 | VCIT | Vanguard Int-term Corporate | 0% | +4.45% | Add |
| 48 | DUK | Duke Energy CORP | 0% | +7.16% | Add |
| 49 | EMXC | Ishares Msci Emr Mrk Ex Chna | 0% | +2.69% | Add |
| 50 | NEE | Nextera Energy Inc | 0% | -1.10% | Trim |
According to official SEC Form 13F filings, JT Stratford LLC reported a total U.S. public equity portfolio value of $912.0M across 297 disclosed positions in Q1 2026.
During Q1 2026, JT Stratford LLC's top holdings by market value included IWB (6.3%)、IUSB (4.3%)、NVDA (3.2%). The largest single position, IWB, represented 6.3% of total portfolio value.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
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Top New Position Initiated
SFM
市值: $3.0M
Top Position Liquidated / Trimmed
TKO
前期市值: $1.8M
In Q1 2026, JT Stratford LLC made 200 total portfolio adjustments, initiating 33 new buys, adding to 77 positions, trimming 51 holdings, and fully liquidating 39 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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