JT Stratford LLC

CIK

1689013

Location

GAINESVILLE, GA

Portfolio Value

Micro $6,334,322

Diversification

Diversified

Filing Date

Global Rank

#2,810 / 8,232 ▲ 128

Top Industry

Semiconductors 12.2%

3Y Alpha vs SPY

+1.4%

Period ended 2 months ago

Filed May 15, 2026 · 30d

25 quarters · since Mar 2020

Clone Performance

Jun 2023–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+82.3%

SPY

+76.3%

Annualised alpha

+1.4%

Max drawdown

−20.7%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

173 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
SATS	EchoStar CORP	+8,224	16,831	$1,970,405
PGR	Progressive Corp/Oh/	+8,047	9,591	$1,901,319
XOM	Exxon Mobil 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
PNC	Pnc Financial Services Group, Inc.	959	$200,172
BDX	Becton Dickinson & Co	1,130	$172,405
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

4 positions · $6,334,322 total · Basic Materials only · as of Mar 31, 2026

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

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
ALB	Albemarle Corp Basic Materials	Added	14,826	+99	$2,661,711	+27.8%	42.02%
MP	MP Materials Corp. / DE Basic Materials	Reduced	40,521	-2,953	$1,955,543	−11.0%	30.87%
NTR	Nutrien Ltd. Basic Materials	Added	14,752	+11,325	$1,113,185	+426.3%	17.57%
CTVA	Corteva, Inc. Basic Materials	Reduced	7,214	-145	$603,883	+22.4%	9.53%