Jt-Stratford

AI_NATIVE detailed information: This accession holds the following tickers:[
  "MPWR",
  "PCOR",
  "FLYW",
  "POOL",
  null,
  "LIF",
  "RJF",
  "STRL",
  "OLLI",
  "MP",
  null,
  "ZS",
  "ABT",
  "ABBV",
  "ADBE",
  "BABA",
  null,
  "GOOGL",
  "ASML",
  "T",
  null,
  "CAT",
  "AVGO",
  "LOW",
  "ARCC",
  "WRB",
  null,
  "DUK",
  "OPRA",
  "RL",
  null,
  "IPAR",
  "GD",
  null,
  "ATEX",
  "HD",
  null,
  "CLBT",
  null,
  "MCD",
  null,
  "UNP",
  "QCOM",
  "FRSH",
  "ACI",
  null,
  "EMXC",
  "LEN",
  null,
  null,
  "AMAT",
  null,
  null,
  null,
  "META",
  null,
  null,
  null,
  "NRDS",
  "IVW",
  null,
  "IJH",
  null,
  null,
  "KMI",
  "LRCX",
  null,
  "MPC",
  "DRS",
  "MA",
  "PODD",
  null,
  "MSFT",
  "DOCS",
  "FCNCA",
  "NU",
  "SMR",
  "IJR",
  "EFG",
  "ANET",
  "KLAC",
  "IWD",
  "NOC",
  null,
  null,
  "PANW",
  "PYPL",
  "PEP",
  "PGR",
  "IEMG",
  "IVV",
  null,
  "PHM",
  "UNH",
  "AAPL",
  "SPY",
  null,
  "NVDA",
  "GS",
  "ENB",
  "INTC",
  "GEHC",
  "PLTR",
  "PFE",
  null,
  "LMT",
  "PG",
  "MRK",
  null,
  "VZ",
  null,
  "AMGN",
  "MSTR",
  null,
  "REGN",
  "IOT",
  "NOW",
  "SLB",
  "SNA",
  "SPDW",
  "SPYG",
  null,
  "AMT",
  null,
  null,
  "CI",
  "TKO",
  "TGT",
  "TW",
  "TFC",
  "TRV",
  "UBER",
  "SCHW",
  "MNST",
  "PCT",
  "TSSI",
  "SIVR",
  null,
  null,
  "VCIT",
  "EME",
  "VIG",
  null,
  null,
  null,
  "PATH",
  "IEF",
  "TSM",
  "RMD",
  "VYM",
  "VRTX",
  "MLI",
  "SFM",
  "GM",
  "ACGL",
  "TOL",
  "AMD",
  "FI",
  "DECK",
  "WM",
  "FTNT",
  "FOUR",
  null,
  "GAMB",
  null,
  "DHI",
  "VIGI",
  "AMZN",
  null,
  "IVE",
  null,
  null,
  null,
  null,
  "USB",
  "VUG",
  "VLO",
  "VEA",
  null,
  null,
  "BNDX",
  "BND",
  "VBR",
  "BSV",
  "VB",
  "VOO",
  "VTV",
  "V",
  "VICI",
  "WMT",
  null,
  "WFC",
  null,
  null,
  null,
  null,
  null,
  null,
  "ZETA",
  "SOLV",
  null,
  "GRMN",
  "FOXA",
  null,
  "SCHD",
  "ET",
  "SCHG",
  "SO",
  "ON",
  "CRM",
  "TDY",
  "DIA",
  null,
  null,
  null,
  "MTUM",
  null,
  null,
  "ZM",
  "MCK",
  null,
  "SPYV",
  null,
  "LULU",
  "BAC",
  "BRK-B",
  "BDX",
  null,
  "BMY",
  "BIP",
  "BLDR",
  "BWXT",
  "CBOE",
  "CVX",
  "CB",
  "CSCO",
  "NET",
  "CME",
  "KO",
  "CMCSA",
  "COP",
  "CPRT",
  "CTRA",
  "COST",
  "CPNG",
  "CTKB",
  "DELL",
  "DE",
  "DESP",
  "DAL",
  null,
  null,
  "DOCU",
  "DV",
  "RSP",
  null,
  "USMV",
  "IWB",
  "NEE",
  "QQQ",
  null,
  "EPD",
  "DIS",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "TSLA",
  "NFLX",
  "PM",
  null,
  "MO",
  "MLM",
  "XLK",
  "JPM",
  "QUAL"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-14
Total Holdings: 276
Total Value: 565595808
Accession Number: 0001689013-25-000003
Form Type: 13F-HR
CIK: jt-stratford
Manager Name: Jt-Stratford

Data Enrichment

74% identified

205 identified71 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

276 positions • $565.6M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

Page 11 of 14

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AT&T INC.

T|00206R102

Shares:17.5K

Value:$493.7K

% of Portfolio:0.1% ($493.7K/$565.6M)

POOL CORP

POOL|73278L105

Shares:1.5K

Value:$472.4K

% of Portfolio:0.1% ($472.4K/$565.6M)

Marathon Petroleum Corp

MPC|56585A102

Shares:3.1K

Value:$457.0K

% of Portfolio:0.1% ($457.0K/$565.6M)

AMGEN INC

AMGN|031162100

Shares:1.5K

Value:$456.7K

% of Portfolio:0.1% ($456.7K/$565.6M)

LOCKHEED MARTIN CORP

LMT|539830109

Shares:982

Value:$438.7K

% of Portfolio:0.1% ($438.7K/$565.6M)

ADVANCED MICRO DEVICES INC

AMD|007903107

Shares:4.2K

Value:$435.1K

% of Portfolio:0.1% ($435.1K/$565.6M)

DEERE & CO

DE|244199105

Shares:894

Value:$419.8K

% of Portfolio:0.1% ($419.8K/$565.6M)

VERIZON COMMUNICATIONS INC

VZ|92343V104

Shares:9.2K

Value:$415.3K

% of Portfolio:0.1% ($415.3K/$565.6M)

78464A409

SPYG|78464A409

Shares:5.2K

Value:$414.6K

% of Portfolio:0.1% ($414.6K/$565.6M)

69344A107

Shares:8.1K

Value:$402.9K

% of Portfolio:0.1% ($402.9K/$565.6M)

464287507

IJH|464287507

Shares:6.8K

Value:$398.4K

% of Portfolio:0.1% ($398.4K/$565.6M)

CATERPILLAR INC

CAT|149123101

Shares:1.2K

Value:$391.5K

% of Portfolio:0.1% ($391.5K/$565.6M)

45782C334

Shares:8.2K

Value:$390.7K

% of Portfolio:0.1% ($390.7K/$565.6M)

CISCO SYSTEMS, INC.

CSCO|17275R102

Shares:6.2K

Value:$384.5K

% of Portfolio:0.1% ($384.5K/$565.6M)

464288885

EFG|464288885

Shares:3.8K

Value:$382.7K

% of Portfolio:0.1% ($382.7K/$565.6M)

97717W604

Shares:11.8K

Value:$378.3K

% of Portfolio:0.1% ($378.3K/$565.6M)

MUELLER INDUSTRIES INC

MLI|624756102

Shares:4.8K

Value:$368.5K

% of Portfolio:0.1% ($368.5K/$565.6M)

82889N863

Shares:20.1K

Value:$365.7K

% of Portfolio:0.1% ($365.7K/$565.6M)

ARES CAPITAL CORP

ARCC|04010L103

Shares:16.0K

Value:$355.3K

% of Portfolio:0.1% ($355.3K/$565.6M)

46434G103

IEMG|46434G103

Shares:6.6K

Value:$353.8K

% of Portfolio:0.1% ($353.8K/$565.6M)

Instrument	Shares		Other Manager	Value	% of Portfolio
AT&T INC.(Tcusip00206R102)	17.5K	QoQ -3.29% (-594) YoY -40.95% (-12.1K)	All Managers (Combined)	$493.7K	0.1% ($493.7K/$565.6M)	QoQ +20.11% (-$82.7K) YoY -5.12% (-$26.7K)
POOL CORP(POOLcusip73278L105)	1.5K	QoQ 0.00% (-0) YoY NEW(+1.5K)	All Managers (Combined)	$472.4K	0.1% ($472.4K/$565.6M)	QoQ -6.62% (-$33.5K) YoY NEW(+$472.4K)
Marathon Petroleum Corp(MPCcusip56585A102)	3.1K	QoQ -50.38% (-3.2K) YoY -55.71% (-3.9K)	All Managers (Combined)	$457.0K	0.1% ($457.0K/$565.6M)	QoQ -48.18% (-$425.0K) YoY -67.97% (-$970.3K)
AMGEN INC(AMGNcusip031162100)	1.5K	QoQ +32.07% (+356) YoY -27.60% (-559)	All Managers (Combined)	$456.7K	0.1% ($456.7K/$565.6M)	QoQ +57.86% (+$167.4K) YoY -20.67% (-$119.0K)
LOCKHEED MARTIN CORP(LMTcusip539830109)	982	QoQ -16.06% (-188) YoY -9.24% (-100)	All Managers (Combined)	$438.7K	0.1% ($438.7K/$565.6M)	QoQ -22.84% (-$129.9K) YoY -10.87% (-$53.5K)
ADVANCED MICRO DEVICES INC(AMDcusip007903107)	4.2K	QoQ -37.85% (-2.6K) YoY -15.21% (-760)	All Managers (Combined)	$435.1K	0.1% ($435.1K/$565.6M)	QoQ -47.14% (-$388.1K) YoY -51.73% (-$466.4K)
DEERE & CO(DEcusip244199105)	894	QoQ -19.82% (-221) YoY -42.83% (-670)	All Managers (Combined)	$419.8K	0.1% ($419.8K/$565.6M)	QoQ -11.12% (-$52.6K) YoY -34.62% (-$222.4K)
VERIZON COMMUNICATIONS INC(VZcusip92343V104)	9.2K	QoQ -23.49% (-2.8K) YoY -78.80% (-34.0K)	All Managers (Combined)	$415.3K	0.1% ($415.3K/$565.6M)	QoQ -13.22% (-$63.3K) YoY -77.08% (-$1.4M)
(SPYGcusip78464A409)	5.2K	QoQ +1.35% (-69) YoY +7.09% (+342)	All Managers (Combined)	$414.6K	0.1% ($414.6K/$565.6M)	QoQ -7.32% (-$32.8K) YoY +17.67% (+$62.3K)
(cusip69344A107)✕	8.1K	QoQ NEW(+8.1K) YoY NEW(+8.1K)	All Managers (Combined)	$402.9K	0.1% ($402.9K/$565.6M)	QoQ NEW(+$402.9K) YoY NEW(+$402.9K)
(IJHcusip464287507)	6.8K	QoQ -1.34% (-93) YoY +9.19% (+575)	All Managers (Combined)	$398.4K	0.1% ($398.4K/$565.6M)	QoQ -7.62% (-$32.9K) YoY +4.90% (+$18.6K)
CATERPILLAR INC(CATcusip149123101)	1.2K	QoQ -80.98% (-5.1K) YoY -79.02% (-4.5K)	All Managers (Combined)	$391.5K	0.1% ($391.5K/$565.6M)	QoQ -82.71% (-$1.9M) YoY -81.11% (-$1.7M)
(cusip45782C334)✕	8.2K	QoQ 0.00% (-0) YoY +15.75% (+1.1K)	All Managers (Combined)	$390.7K	0.1% ($390.7K/$565.6M)	QoQ -5.34% (-$22.1K) YoY +21.33% (+$68.7K)
CISCO SYSTEMS, INC.(CSCOcusip17275R102)	6.2K	QoQ -81.93% (-28.3K) YoY -83.45% (-31.4K)	All Managers (Combined)	$384.5K	0.1% ($384.5K/$565.6M)	QoQ -81.16% (-$1.7M) YoY -79.54% (-$1.5M)
(EFGcusip464288885)	3.8K	QoQ -37.65% (-2.3K) YoY +2.98% (-111)	All Managers (Combined)	$382.7K	0.1% ($382.7K/$565.6M)	QoQ -35.60% (-$211.6K) YoY -0.77% (-$3.0K)
(cusip97717W604)✕	11.8K	QoQ -12.88% (-1.8K) YoY +2.29% (+266)	All Managers (Combined)	$378.3K	0.1% ($378.3K/$565.6M)	QoQ -18.94% (-$88.4K) YoY +0.04% (+$182)
MUELLER INDUSTRIES INC(MLIcusip624756102)	4.8K	QoQ +2.08% (-99) YoY +27.67% (+1.0K)	All Managers (Combined)	$368.5K	0.1% ($368.5K/$565.6M)	QoQ -2.05% (-$7.7K) YoY +80.24% (+$164.1K)
(cusip82889N863)✕	20.1K	QoQ +2.44% (-480) YoY NEW(+20.1K)	All Managers (Combined)	$365.7K	0.1% ($365.7K/$565.6M)	QoQ -10.41% (-$42.5K) YoY NEW(+$365.7K)
ARES CAPITAL CORP(ARCCcusip04010L103)	16.0K	QoQ -7.17% (-1.2K) YoY -33.70% (-8.2K)	All Managers (Combined)	$355.3K	0.1% ($355.3K/$565.6M)	QoQ -6.02% (-$22.8K) YoY -29.43% (-$148.3K)
(IEMGcusip46434G103)	6.6K	QoQ NEW(+6.6K) YoY NEW(+6.6K)	All Managers (Combined)	$353.8K	0.1% ($353.8K/$565.6M)	QoQ NEW(+$353.8K) YoY NEW(+$353.8K)