JT Stratford LLC

CIK

1689013

Location

GAINESVILLE, GA

Portfolio Value

Small $361,300,843

Diversification

Diversified

Filing Date

Global Rank

#3,123 / 8,622 ▲ 30 · as of Mar 2026

Top Industry

Semiconductors 12.2%

3Y Alpha vs SPY

+1.0%

Period ended 4 months ago

Filed May 15, 2026 · 3mo

25 quarters · since Mar 2020

Clone Performance

Jul 2023–Jul 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

+77.4%

SPY

+67.9%

Annualised alpha

+2.2%

Max drawdown

−20.7%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. It tracks 100% of reported value on average across 13 quarters. Past performance does not predict future results.

Portfolio Concentration

173 tracked positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

7.0%

−0.7 pts

Top 5

26.9%

−1.2 pts

Top 10

41.6%

−3.1 pts

HHI

239

Diversified−22

Portfolio Trend

25 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	26.9%	$97,245,408	34
Financial Services	12.3%	$44,330,831	31
Communication Services	11.9%	$43,033,202	11
Healthcare	9.6%	$34,687,465	16
Consumer Cyclical	9.5%	$34,224,297	13
Unclassified	8.6%	$30,938,338	7
Industrials	6.8%	$24,742,368	25
Consumer Defensive	6.4%	$22,974,897	13
Energy	4.2%	$15,269,581	13
Basic Materials	1.8%	$6,334,322	4
Utilities	1.6%	$5,832,046	4
Real Estate	0.5%	$1,688,088	2

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
PFE	Pfizer Inc	+30,833	197,874	$5,556,301
NTR	Nutrien Ltd.	+11,325	14,752	$1,113,185
ADBE	Adobe Inc.	+11,142	17,512	$4,256,816
TOL	Toll Brothers, Inc.	+9,659	17,630	$2,405,966
CCJ	Cameco Corp	+9,135	11,954	$1,298,323
BWXT	BWX Technologies, Inc.	+8,756	11,188	$2,287,834
KOF	Coca Cola Femsa Sab De CV	+8,239	28,554	$2,785,442
ECHO	EchoStar CORP	+8,224	16,831	$1,970,405
PGR	Progressive Corp/Oh/	+8,047	9,591	$1,901,319
XOM	ExxonMobil Holdings Corp	+7,601	13,611	$2,309,242
VLO	Valero Energy Corp/Tx	+7,420	14,695	$3,630,840
SCHW	Schwab Charles Corp	+6,360	25,689	$2,414,252
QQQ	Invesco Qqq Trust, Series 1	+3,774	43,658	$25,198,524
BAC	Bank Of America Corp /De/	+2,718	36,000	$1,755,000
WFC	Wells Fargo & Company/Mn	+2,566	34,450	$2,742,564
TSLA	Tesla, Inc.	+2,413	29,900	$11,115,325
ADM	Archer-Daniels-Midland Co	+2,294	15,391	$1,118,771
LUMN	Lumen Technologies, Inc.	+2,115	412,899	$2,869,648
CBOE	Cboe Global Markets, Inc.	+1,886	4,266	$1,199,044
VZ	Verizon Communications Inc	+1,719	38,992	$1,957,398
NFLX	Netflix Inc	+1,615	43,687	$4,200,505
UPS	United Parcel Service Inc	+1,346	15,666	$1,541,221
KMI	Kinder Morgan, Inc.	+974	106,292	$3,563,970
MSFT	Microsoft Corp	+903	29,587	$10,952,219
DUK	Duke Energy CORP	+902	13,497	$1,767,297
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
WMT	Walmart Inc.	−15,576	60,296	$7,493,586
FTNT	Fortinet, Inc.	−11,842	6,205	$507,072
NVDA	Nvidia Corp	−6,667	145,765	$25,421,416
KTOS	Kratos Defense & Security Solutions, Inc.	−6,242	13,351	$941,379
AMZN	Amazon Com Inc	−6,147	57,569	$11,989,895
JNJ	Johnson & Johnson	−5,594	59,656	$14,582,312
BE	Bloom Energy Corp	−5,467	19,524	$2,645,306
DAL	Delta Air Lines, Inc.	−4,971	27,939	$1,857,384
MNST	Monster Beverage Corp	−4,570	11,348	$822,276
AMAT	Applied Materials Inc /De	−4,549	7,316	$2,500,535
COIN	Coinbase Global, Inc.	−4,274	4,264	$744,537
MRK	Merck & Co., Inc.	−3,877	7,035	$846,240
STRL	Sterling Infrastructure, Inc.	−3,262	7,563	$3,080,183
ALAB	Astera Labs, Inc.	−3,201	9,177	$1,005,799
IAU	Ishares Gold Trust	−2,955	12,247	$1,079,695
MP	MP Materials Corp. / DE	−2,953	40,521	$1,955,543
DELL	Dell Technologies Inc.	−2,564	23,562	$3,867,231
GOOGL	Alphabet Inc.	−2,422	60,683	$17,450,003
SMR	NUSCALE POWER Corp	−2,135	46,241	$501,252
AAPL	Apple Inc.	−2,007	57,925	$14,700,785
SLV	iShares Silver Trust	−1,980	6,206	$422,876
ANET	Arista Networks, Inc.	−1,512	11,241	$1,380,169
PANW	Palo Alto Networks Inc	−1,451	15,356	$2,461,873
GSAT	Globalstar, Inc.	−1,093	38,364	$2,548,136
GD	General Dynamics Corp	−1,068	1,123	$385,436
No positions match the current search.

New Positions

Positions the filer opened this quarter

22 positions

Ticker	Company	Shares	Value
SFM	Sprouts Farmers Market, Inc.	38,935	$3,003,056
FRPT	Freshpet, Inc.	27,248	$1,606,542
GEV	GE Vernova Inc.	1,834	$1,600,898
HST	Host Hotels & Resorts, Inc.	71,027	$1,360,877
ALL	Allstate Corp	5,813	$1,205,267
XYZ	Block, Inc.	14,907	$897,103
CPNG	Coupang, Inc.	45,376	$856,698
SNA	Snap-on Inc	1,503	$545,919
INCY	Incyte Corp	4,712	$443,493
PSLV	Sprott Physical Silver Trust	16,822	$410,288
HGTY	Hagerty, Inc.	38,112	$401,319
MU	Micron Technology Inc	1,136	$383,786
PBF	PBF Energy Inc.	6,208	$295,624
HON	Honeywell International Inc	932	$210,659
EPD	Enterprise Products Partners L.P.	5,435	$205,660
CSX	Csx Corp	4,952	$203,279
GRND	Grindr Inc.	10,236	$123,753
FLYW	Flywire Corp	10,362	$120,613
NRDS	Nerdwallet, Inc.	10,423	$108,190
GRAB	Grab Holdings Ltd	27,266	$99,793
MNKD	Mannkind Corp	25,437	$62,320
UROY	Uranium Royalty Corp.	11,650	$42,522
No positions match the current search.

Sold Out

Positions the filer fully exited

25 positions

Ticker	Company	Shares	Value
TKO	TKO Group Holdings, Inc.	8,791	$1,837,319
BMNR	Bitmine Immersion Technologies, Inc.	67,598	$1,835,285
BMY	Bristol Myers Squibb Co	24,706	$1,332,641
HOOD	Robinhood Markets, Inc.	11,481	$1,298,501
UNH	Unitedhealth Group Inc	3,254	$1,074,177
INTC	Intel Corp	28,918	$1,067,074
BABA	Alibaba Group Holding Ltd	7,084	$1,038,372
TGT	Target Corp	10,282	$1,005,065
DRS	Leonardo DRS, Inc.	26,779	$912,896
CRCL	Circle Internet Group, Inc.	10,528	$834,870
BLDR	Builders FirstSource, Inc.	6,433	$661,891
OUNZ	VanEck Merk Gold ETF	15,943	$661,315
SOUN	Soundhound Ai, Inc.	61,703	$615,178
WRB	Berkley W R Corp	8,519	$597,352
TDY	Teledyne Technologies Inc	930	$474,978
ORCL	Oracle Corp	2,048	$399,175
BA	Boeing Co	1,626	$353,037
ZETA	Zeta Global Holdings Corp.	13,281	$270,268
DECK	Deckers Outdoor Corp	2,532	$262,492
FDX	Fedex Corp	871	$251,597
SMCI	Super Micro Computer, Inc.	8,559	$250,521
BDX	Becton Dickinson & Co	1,130	$219,299
PNC	Pnc Financial Services Group, Inc.	959	$200,172
DLO	dLocal Ltd	10,561	$149,332
JOBY	Joby Aviation, Inc.	10,834	$143,008
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

173 tracked positions · $361,300,843 total · filing declares 297 positions · $785,561,605 · as of Mar 31, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 173 positions by value · page 1 of 4

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
NVDA	Nvidia Corp Technology	Reduced	145,765	-6,667	$25,421,416	−10.6%	7.04%
QQQ	Invesco Qqq Trust, Series 1	Added	43,658	+3,774	$25,198,524	+2.8%	6.97%
GOOGL	Alphabet Inc. Communication Services	Reduced	60,683	-2,422	$17,450,003	−11.7%	4.83%
AAPL	Apple Inc. Technology	Reduced	57,925	-2,007	$14,700,785	−9.8%	4.07%
JNJ	Johnson & Johnson Healthcare	Reduced	59,656	-5,594	$14,582,312	+8.0%	4.04%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	57,569	-6,147	$11,989,895	−18.5%	3.32%
TSLA	Tesla, Inc. Consumer Cyclical	Added	29,900	+2,413	$11,115,325	−10.1%	3.08%
MSFT	Microsoft Corp Technology	Added	29,587	+903	$10,952,219	−21.0%	3.03%
META	Meta Platforms, Inc. Communication Services	Reduced	17,566	-220	$10,050,035	−14.4%	2.78%
JPM	Jpmorgan Chase & Co Financial Services	Added	30,563	+291	$8,990,412	−7.8%	2.49%
WMT	Walmart Inc. Consumer Defensive	Reduced	60,296	-15,576	$7,493,586	−11.3%	2.07%
PLTR	Palantir Technologies Inc. Technology	Reduced	38,649	-563	$5,653,575	−18.9%	1.56%
PFE	Pfizer Inc Healthcare	Added	197,874	+30,833	$5,556,301	+33.6%	1.54%
AVGO	Broadcom Inc. Technology	Added	17,768	+469	$5,499,373	−8.1%	1.52%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Added	14,882	+220	$5,029,371	+12.9%	1.39%
LLY	ELI LILLY & Co Healthcare	Added	4,850	+428	$4,460,884	−6.1%	1.23%
ADBE	Adobe Inc. Technology	Added	17,512	+11,142	$4,256,816	+90.9%	1.18%
NFLX	Netflix Inc Communication Services	Added	43,687	+1,615	$4,200,505	+6.5%	1.16%
DELL	Dell Technologies Inc. Technology	Reduced	23,562	-2,564	$3,867,231	+17.6%	1.07%
VLO	Valero Energy Corp/Tx Energy	Added	14,695	+7,420	$3,630,840	+206.6%	1.00%
KMI	Kinder Morgan, Inc. Energy	Added	106,292	+974	$3,563,970	+23.1%	0.99%
GS	Goldman Sachs Group Inc Financial Services	Added	4,130	+171	$3,493,938	+0.4%	0.97%
CME	Cme Group Inc. Financial Services	Added	11,374	+238	$3,359,310	+10.5%	0.93%
STRL	Sterling Infrastructure, Inc. Industrials	Reduced	7,563	-3,262	$3,080,183	−7.1%	0.85%
SFM	Sprouts Farmers Market, Inc. Consumer Defensive	NEW	38,935	NEW	$3,003,056	NEW	0.83%
LUMN	Lumen Technologies, Inc. Communication Services	Added	412,899	+2,115	$2,869,648	−10.1%	0.79%
NU	Nu Holdings Ltd. Financial Services	Added	196,356	+457	$2,821,635	−14.0%	0.78%
KOF	Coca Cola Femsa Sab De CV Consumer Defensive	Added	28,554	+8,239	$2,785,442	+44.8%	0.77%
WFC	Wells Fargo & Company/Mn Financial Services	Added	34,450	+2,566	$2,742,564	−7.7%	0.76%
ALB	Albemarle Corp Basic Materials	Added	14,826	+99	$2,661,711	+27.8%	0.74%
BE	Bloom Energy Corp Industrials	Reduced	19,524	-5,467	$2,645,306	+21.8%	0.73%
GSAT	Globalstar, Inc. Communication Services	Reduced	38,364	-1,093	$2,548,136	+5.8%	0.71%
AMAT	Applied Materials Inc /De Technology	Reduced	7,316	-4,549	$2,500,535	−18.0%	0.69%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	5,163	+397	$2,474,109	+3.3%	0.68%
PANW	Palo Alto Networks Inc Technology	Reduced	15,356	-1,451	$2,461,873	−20.5%	0.68%
NOC	Northrop Grumman Corp /De/ Industrials	Added	3,578	+30	$2,441,054	+20.7%	0.68%
SCHW	Schwab Charles Corp Financial Services	Added	25,689	+6,360	$2,414,252	+25.0%	0.67%
TOL	Toll Brothers, Inc. Consumer Cyclical	Added	17,630	+9,659	$2,405,966	+123.2%	0.67%
HD	Home Depot, Inc. Consumer Cyclical	Added	7,088	+344	$2,331,172	+0.5%	0.65%
XOM	ExxonMobil Holdings Corp Energy	Added	13,611	+7,601	$2,309,242	+219.3%	0.64%
ACN	Accenture plc Technology	Added	11,540	+208	$2,288,266	−24.7%	0.63%
BWXT	BWX Technologies, Inc. Industrials	Added	11,188	+8,756	$2,287,834	+444.3%	0.63%
SPY	Spdr S&P 500 ETF Trust	Added	3,352	+883	$2,179,939	+29.5%	0.60%
TRV	Travelers Companies, Inc. Financial Services	Added	7,393	+38	$2,156,390	+1.1%	0.60%
NEE	Nextera Energy Inc Utilities	Reduced	21,738	-242	$2,019,025	+14.4%	0.56%
COST	Costco Wholesale Corp /New Consumer Defensive	Reduced	1,986	-413	$1,978,909	−4.3%	0.55%
ECHO	EchoStar CORP Communication Services	Added	16,831	+8,224	$1,970,405	+110.6%	0.55%
VZ	Verizon Communications Inc Communication Services	Added	38,992	+1,719	$1,957,398	+28.9%	0.54%
MP	MP Materials Corp. / DE Basic Materials	Reduced	40,521	-2,953	$1,955,543	−11.0%	0.54%
PGR	Progressive Corp/Oh/ Financial Services	Added	9,591	+8,047	$1,901,319	+440.8%	0.53%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.