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

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Doximity, Inc.

DOCS|26622P107

Shares:4.7K

Value:$273.8K

% of Portfolio:0.0% ($273.8K/$565.6M)

Tradeweb Markets Inc.

TW|892672106

Shares:1.8K

Value:$273.3K

% of Portfolio:0.0% ($273.3K/$565.6M)

Ollie's Bargain Outlet Holdings, Inc.

OLLI|681116109

Shares:2.3K

Value:$265.3K

% of Portfolio:0.0% ($265.3K/$565.6M)

PFIZER INC

PFE|717081103

Shares:10.2K

Value:$257.5K

% of Portfolio:0.0% ($257.5K/$565.6M)

Zscaler, Inc.

ZS|98980G102

Shares:1.3K

Value:$255.6K

% of Portfolio:0.0% ($255.6K/$565.6M)

US BANCORP \DE\

USB|902973304

Shares:5.8K

Value:$243.0K

% of Portfolio:0.0% ($243.0K/$565.6M)

46428Q109

Shares:7.8K

Value:$241.5K

% of Portfolio:0.0% ($241.5K/$565.6M)

AMERICAN TOWER CORP /MA/

AMT|03027X100

Shares:1.1K

Value:$240.2K

% of Portfolio:0.0% ($240.2K/$565.6M)

INSULET CORP

PODD|45784P101

Shares:905

Value:$237.7K

% of Portfolio:0.0% ($237.7K/$565.6M)

Despegar.com, Corp.

DESP|G27358103

Shares:12.4K

Value:$232.6K

% of Portfolio:0.0% ($232.6K/$565.6M)

Cloudflare, Inc.

NET|18915M107

Shares:2.1K

Value:$232.4K

% of Portfolio:0.0% ($232.4K/$565.6M)

45783Y301

Shares:6.6K

Value:$231.2K

% of Portfolio:0.0% ($231.2K/$565.6M)

464288240

Shares:4.2K

Value:$231.0K

% of Portfolio:0.0% ($231.0K/$565.6M)

ENTERPRISE PRODUCTS PARTNERS L.P.

EPD|293792107

Shares:6.7K

Value:$229.0K

% of Portfolio:0.0% ($229.0K/$565.6M)

GE HealthCare Technologies Inc.

GEHC|36266G107

Shares:2.8K

Value:$226.4K

% of Portfolio:0.0% ($226.4K/$565.6M)

Philip Morris International Inc.

PM|718172109

Shares:1.4K

Value:$222.4K

% of Portfolio:0.0% ($222.4K/$565.6M)

316188309

Shares:4.8K

Value:$220.9K

% of Portfolio:0.0% ($220.9K/$565.6M)

abrdn Silver ETF Trust

SIVR|003264108

Shares:6.7K

Value:$218.8K

% of Portfolio:0.0% ($218.8K/$565.6M)

Life360, Inc.

LIF|532206109

Shares:5.7K

Value:$217.8K

% of Portfolio:0.0% ($217.8K/$565.6M)

PROCORE TECHNOLOGIES, INC.

PCOR|74275K108

Shares:3.3K

Value:$217.8K

% of Portfolio:0.0% ($217.8K/$565.6M)

Instrument	Shares		Other Manager	Value	% of Portfolio
Doximity, Inc.(DOCScusip26622P107)	4.7K	QoQ NEW(+4.7K) YoY NEW(+4.7K)	All Managers (Combined)	$273.8K	0.0% ($273.8K/$565.6M)	QoQ NEW(+$273.8K) YoY NEW(+$273.8K)
Tradeweb Markets Inc.(TWcusip892672106)	1.8K	QoQ NEW(+1.8K) YoY NEW(+1.8K)	All Managers (Combined)	$273.3K	0.0% ($273.3K/$565.6M)	QoQ NEW(+$273.3K) YoY NEW(+$273.3K)
Ollie's Bargain Outlet Holdings, Inc.(OLLIcusip681116109)	2.3K	QoQ -4.20% (-100) YoY NEW(+2.3K)	All Managers (Combined)	$265.3K	0.0% ($265.3K/$565.6M)	QoQ +1.58% (-$4.1K) YoY NEW(+$265.3K)
PFIZER INC(PFEcusip717081103)	10.2K	QoQ -58.27% (-14.2K) YoY -62.30% (-16.8K)	All Managers (Combined)	$257.5K	0.0% ($257.5K/$565.6M)	QoQ -60.14% (-$388.6K) YoY -65.57% (-$490.5K)
Zscaler, Inc.(ZScusip98980G102)	1.3K	QoQ -3.95% (-53) YoY NEW(+1.3K)	All Managers (Combined)	$255.6K	0.0% ($255.6K/$565.6M)	QoQ +5.63% (-$13.6K) YoY NEW(+$255.6K)
US BANCORP \DE\(USBcusip902973304)	5.8K	QoQ -0.62% (-36) YoY +0.26% (-15)	All Managers (Combined)	$243.0K	0.0% ($243.0K/$565.6M)	QoQ -12.27% (-$34.0K) YoY -5.30% (-$13.6K)
(cusip46428Q109)✕	7.8K	QoQ NEW(+7.8K) YoY NEW(+7.8K)	All Managers (Combined)	$241.5K	0.0% ($241.5K/$565.6M)	QoQ NEW(+$241.5K) YoY NEW(+$241.5K)
AMERICAN TOWER CORP /MA/(AMTcusip03027X100)	1.1K	QoQ NEW(+1.1K) YoY -30.21% (-478)	All Managers (Combined)	$240.2K	0.0% ($240.2K/$565.6M)	QoQ NEW(+$240.2K) YoY -23.14% (-$72.4K)
INSULET CORP(PODDcusip45784P101)	905	QoQ -8.21% (-81) YoY NEW(+905)	All Managers (Combined)	$237.7K	0.0% ($237.7K/$565.6M)	QoQ -7.67% (-$19.8K) YoY NEW(+$237.7K)
Despegar.com, Corp.(DESPcusipG27358103)	12.4K	QoQ NEW(+12.4K) YoY NEW(+12.4K)	All Managers (Combined)	$232.6K	0.0% ($232.6K/$565.6M)	QoQ NEW(+$232.6K) YoY NEW(+$232.6K)
Cloudflare, Inc.(NETcusip18915M107)	2.1K	QoQ -27.18% (-770) YoY NEW(+2.1K)	All Managers (Combined)	$232.4K	0.0% ($232.4K/$565.6M)	QoQ -23.80% (-$72.6K) YoY NEW(+$232.4K)
(cusip45783Y301)✕	6.6K	QoQ -4.05% (-280) YoY +2.76% (+178)	All Managers (Combined)	$231.2K	0.0% ($231.2K/$565.6M)	QoQ -1.79% (-$4.2K) YoY +14.83% (+$29.9K)
(cusip464288240)✕	4.2K	QoQ 0.00% (+0) YoY +6.38% (+250)	All Managers (Combined)	$231.0K	0.0% ($231.0K/$565.6M)	QoQ +6.30% (+$13.7K) YoY +10.48% (+$21.9K)
ENTERPRISE PRODUCTS PARTNERS L.P.(EPDcusip293792107)	6.7K	QoQ -11.69% (-888) YoY NEW(+6.7K)	All Managers (Combined)	$229.0K	0.0% ($229.0K/$565.6M)	QoQ -3.86% (-$9.2K) YoY NEW(+$229.0K)
GE HealthCare Technologies Inc.(GEHCcusip36266G107)	2.8K	QoQ NEW(+2.8K) YoY -86.82% (-18.5K)	All Managers (Combined)	$226.4K	0.0% ($226.4K/$565.6M)	QoQ NEW(+$226.4K) YoY -88.30% (-$1.7M)
Philip Morris International Inc.(PMcusip718172109)	1.4K	QoQ NEW(+1.4K) YoY NEW(+1.4K)	All Managers (Combined)	$222.4K	0.0% ($222.4K/$565.6M)	QoQ NEW(+$222.4K) YoY NEW(+$222.4K)
(cusip316188309)✕	4.8K	QoQ +0.24% (+12) YoY NEW(+4.8K)	All Managers (Combined)	$220.9K	0.0% ($220.9K/$565.6M)	QoQ +1.99% (+$4.3K) YoY NEW(+$220.9K)
abrdn Silver ETF Trust(SIVRcusip003264108)	6.7K	QoQ NEW(+6.7K) YoY NEW(+6.7K)	All Managers (Combined)	$218.8K	0.0% ($218.8K/$565.6M)	QoQ NEW(+$218.8K) YoY NEW(+$218.8K)
Life360, Inc.(LIFcusip532206109)	5.7K	QoQ +1.28% (-72) YoY NEW(+5.7K)	All Managers (Combined)	$217.8K	0.0% ($217.8K/$565.6M)	QoQ -5.78% (-$13.4K) YoY NEW(+$217.8K)
PROCORE TECHNOLOGIES, INC.(PCORcusip74275K108)	3.3K	QoQ -12.90% (-489) YoY NEW(+3.3K)	All Managers (Combined)	$217.8K	0.0% ($217.8K/$565.6M)	QoQ -23.26% (-$66.0K) YoY NEW(+$217.8K)