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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33738D309

Shares:15.7K

Value:$714.7K

% of Portfolio:0.1% ($714.7K/$565.6M)

922908744

VTV|922908744

Shares:4.1K

Value:$713.6K

% of Portfolio:0.1% ($713.6K/$565.6M)

MICROSTRATEGY Inc

MSTR|594972408

Shares:2.4K

Value:$704.8K

% of Portfolio:0.1% ($704.8K/$565.6M)

72201R833

Shares:6.9K

Value:$691.4K

% of Portfolio:0.1% ($691.4K/$565.6M)

SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST

DIA|78467X109

Shares:1.6K

Value:$685.7K

% of Portfolio:0.1% ($685.7K/$565.6M)

PEPSICO INC

PEP|713448108

Shares:4.6K

Value:$683.9K

% of Portfolio:0.1% ($683.9K/$565.6M)

922908611

VBR|922908611

Shares:3.7K

Value:$680.1K

% of Portfolio:0.1% ($680.1K/$565.6M)

ALTRIA GROUP, INC.

MO|02209S103

Shares:11.2K

Value:$672.9K

% of Portfolio:0.1% ($672.9K/$565.6M)

BANK OF AMERICA CORP /DE/

BAC|060505104

Shares:16.0K

Value:$666.8K

% of Portfolio:0.1% ($666.8K/$565.6M)

EXXON MOBIL CORP

XOM|30231G102

Shares:5.6K

Value:$666.4K

% of Portfolio:0.1% ($666.4K/$565.6M)

lululemon athletica inc.

LULU|550021109

Shares:2.3K

Value:$661.2K

% of Portfolio:0.1% ($661.2K/$565.6M)

46137V357

RSP|46137V357

Shares:3.8K

Value:$660.3K

% of Portfolio:0.1% ($660.3K/$565.6M)

46641Q670

Shares:14.0K

Value:$657.2K

% of Portfolio:0.1% ($657.2K/$565.6M)

UiPath, Inc.

PATH|90364P105

Shares:63.4K

Value:$653.0K

% of Portfolio:0.1% ($653.0K/$565.6M)

LOWES COMPANIES INC

LOW|548661107

Shares:2.8K

Value:$647.2K

% of Portfolio:0.1% ($647.2K/$565.6M)

25434V500

Shares:10.8K

Value:$646.7K

% of Portfolio:0.1% ($646.7K/$565.6M)

98149E303

Shares:10.2K

Value:$631.3K

% of Portfolio:0.1% ($631.3K/$565.6M)

464287721

Shares:4.5K

Value:$626.8K

% of Portfolio:0.1% ($626.8K/$565.6M)

46429B655

Shares:12.2K

Value:$624.0K

% of Portfolio:0.1% ($624.0K/$565.6M)

464285204

Shares:10.6K

Value:$623.2K

% of Portfolio:0.1% ($623.2K/$565.6M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip33738D309)✕	15.7K	QoQ +48.00% (+5.1K) YoY +135.27% (+9.0K)	All Managers (Combined)	$714.7K	0.1% ($714.7K/$565.6M)	QoQ +46.12% (+$225.6K) YoY +132.42% (+$407.2K)
(VTVcusip922908744)	4.1K	QoQ -33.19% (-2.1K) YoY -26.48% (-1.5K)	All Managers (Combined)	$713.6K	0.1% ($713.6K/$565.6M)	QoQ -31.83% (-$333.4K) YoY -22.01% (-$201.5K)
MICROSTRATEGY Inc(MSTRcusip594972408)	2.4K	QoQ +77.55% (+1.1K) YoY NEW(+2.4K)	All Managers (Combined)	$704.8K	0.1% ($704.8K/$565.6M)	QoQ +76.73% (+$306.0K) YoY NEW(+$704.8K)
(cusip72201R833)✕	6.9K	QoQ +8.22% (+522) YoY +77.54% (+3.0K)	All Managers (Combined)	$691.4K	0.1% ($691.4K/$565.6M)	QoQ +8.53% (+$54.3K) YoY +77.67% (+$302.2K)
SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST(DIAcusip78467X109)	1.6K	QoQ -23.58% (-504) YoY -28.53% (-652)	All Managers (Combined)	$685.7K	0.1% ($685.7K/$565.6M)	QoQ -24.59% (-$223.6K) YoY -24.55% (-$223.2K)
PEPSICO INC(PEPcusip713448108)	4.6K	QoQ -23.31% (-1.4K) YoY -26.44% (-1.6K)	All Managers (Combined)	$683.9K	0.1% ($683.9K/$565.6M)	QoQ -24.38% (-$220.6K) YoY -36.98% (-$401.4K)
(VBRcusip922908611)	3.7K	QoQ -1.66% (-62) YoY +57.77% (+1.3K)	All Managers (Combined)	$680.1K	0.1% ($680.1K/$565.6M)	QoQ -7.58% (-$55.8K) YoY +53.18% (+$236.1K)
ALTRIA GROUP, INC.(MOcusip02209S103)	11.2K	QoQ -1.62% (-185) YoY -2.42% (-279)	All Managers (Combined)	$672.9K	0.1% ($672.9K/$565.6M)	QoQ +12.91% (-$77.0K) YoY +34.25% (-$171.7K)
BANK OF AMERICA CORP /DE/(BACcusip060505104)	16.0K	QoQ -1.07% (-173) YoY -12.53% (-2.3K)	All Managers (Combined)	$666.8K	0.1% ($666.8K/$565.6M)	QoQ -6.06% (-$43.1K) YoY -3.75% (-$26.0K)
EXXON MOBIL CORP(XOMcusip30231G102)	5.6K	QoQ +9.47% (+485) YoY +70.97% (+2.3K)	All Managers (Combined)	$666.4K	0.1% ($666.4K/$565.6M)	QoQ +21.03% (+$115.8K) YoY +74.93% (+$285.4K)
lululemon athletica inc.(LULUcusip550021109)	2.3K	QoQ -31.59% (-1.1K) YoY NEW(+2.3K)	All Managers (Combined)	$661.2K	0.1% ($661.2K/$565.6M)	QoQ -49.36% (-$644.7K) YoY NEW(+$661.2K)
(RSPcusip46137V357)	3.8K	QoQ +0.44% (-17) YoY -58.27% (-5.3K)	All Managers (Combined)	$660.3K	0.1% ($660.3K/$565.6M)	QoQ -0.70% (-$4.7K) YoY -57.32% (-$887.0K)
(cusip46641Q670)✕	14.0K	QoQ NEW(+14.0K) YoY NEW(+14.0K)	All Managers (Combined)	$657.2K	0.1% ($657.2K/$565.6M)	QoQ NEW(+$657.2K) YoY NEW(+$657.2K)
UiPath, Inc.(PATHcusip90364P105)	63.4K	QoQ NEW(+63.4K) YoY NEW(+63.4K)	All Managers (Combined)	$653.0K	0.1% ($653.0K/$565.6M)	QoQ NEW(+$653.0K) YoY NEW(+$653.0K)
LOWES COMPANIES INC(LOWcusip548661107)	2.8K	QoQ -14.87% (-485) YoY -36.62% (-1.6K)	All Managers (Combined)	$647.2K	0.1% ($647.2K/$565.6M)	QoQ -19.55% (-$157.4K) YoY -41.98% (-$468.4K)
(cusip25434V500)✕	10.8K	QoQ NEW(+10.8K) YoY NEW(+10.8K)	All Managers (Combined)	$646.7K	0.1% ($646.7K/$565.6M)	QoQ NEW(+$646.7K) YoY NEW(+$646.7K)
(cusip98149E303)✕	10.2K	QoQ -0.97% (-100) YoY NEW(+10.2K)	All Managers (Combined)	$631.3K	0.1% ($631.3K/$565.6M)	QoQ +17.88% (-$95.8K) YoY NEW(+$631.3K)
(cusip464287721)✕	4.5K	QoQ +46.76% (+1.4K) YoY +107.77% (+2.3K)	All Managers (Combined)	$626.8K	0.1% ($626.8K/$565.6M)	QoQ +29.20% (+$141.7K) YoY +116.05% (+$336.7K)
(cusip46429B655)✕	12.2K	QoQ NEW(+12.2K) YoY NEW(+12.2K)	All Managers (Combined)	$624.0K	0.1% ($624.0K/$565.6M)	QoQ NEW(+$624.0K) YoY NEW(+$624.0K)
(cusip464285204)✕	10.6K	QoQ NEW(+10.6K) YoY NEW(+10.6K)	All Managers (Combined)	$623.2K	0.1% ($623.2K/$565.6M)	QoQ NEW(+$623.2K) YoY NEW(+$623.2K)