Arkolith/Funds/JT Stratford LLC

JT Stratford LLC

CIK 1689013
Holdings as of Mar 31, 2026·disclosed May 15, 2026·~45-day 13F lag·13F-HR
Active Filer

JT Stratford LLC holds a diversified book of 297 stocks worth $785.6M as of Q1 2026 (disclosed May 15, 2026, a ~45-day 13F lag). This quarter they opened Sprouts Farmers Market Inc and trimmed Ishr CR Unvrse Usd BD ETF-Ui. Their largest long position is Ishares Russell 1000 ETF at 6% of the equity book.

Build

Build on this 13F portfolio

The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.

Build

Ask your agent what JT Stratford LLC owns

This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.

Copy-paste
curl -H "Authorization: Bearer YOUR_API_KEY" \
  "https://arkolith.com/api/v1/funds/1689013/holdings"
Ask your agent
Use Arkolith to show JT Stratford LLC's latest
holdings, largest changes, and filing provenance.
Opened
39
new positions
Added to
146
existing
Trimmed
105
reduced
Sold out
32
exited

Concentration

Top-heavy: diversified book

Top 5 holdings
20%
Top 10 holdings
31%
Top 20 holdings
45%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

42% mapped to company sectors

ETF / fund or unclassified
58%
Information Technology
16%
Financials
6%
Consumer Discretionary
5%
Health Care
4%
Industrials
4%
Communication Services
2%
Consumer Staples
2%

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
Trimmed / exited

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

297 positions
#SecurityValueShares% PortLast moveHistory
1Ishares TR
RUS 1000 ETF
$49.9M140.0K
6.4%
+0.5%
Added · +690 sh
2Ishares TR
CORE UNIVRSL USD
$34.1M738.3K
4.3%
−10%
Reduced · −83K sh
3Nvidia Corporation
COM
$25.4M145.8K
3.2%
−4.4%
Reduced · −7K sh
4Invesco QQQ TR
UNIT SER 1
$25.2M43.7K
3.2%
+9.5%
Added · +4K sh
5SPDR Index SHS FDS
STATE STREET SPD
$22.7M497.4K
2.9%
+24%
Added · +97K sh
6Vanguard Specialized Funds
DIV APP ETF
$21.6M100.3K
2.7%
−0.3%
Reduced · −355 sh
7BlackRock ETF Trust
ISHARES US EQUIT
$17.9M306.9K
2.3%
+7.6%
Added · +22K sh
8Alphabet Inc
CAP STK CL A
$17.5M60.7K
2.2%
−3.8%
Reduced · −2K sh
9Apple Inc
COM
$14.7M57.9K
1.9%
−3.3%
Reduced · −2K sh
10Johnson & Johnson
COM
$14.6M59.7K
1.9%
−8.6%
Reduced · −6K sh
11Ishares TR
US TREAS BD ETF
$13.6M595.7K
1.7%
+152%
Added · +360K sh
12BlackRock ETF Trust II
ISHARES FLEXIBLE
$12.4M238.9K
1.6%
−6.2%
Reduced · −16K sh
13Amazon Com Inc
COM
$12.0M57.6K
1.5%
−9.6%
Reduced · −6K sh
14Ishares Inc
EMNG MKTS EQT
$11.3M186.8K
1.4%
−2.6%
Reduced · −5K sh
15Tesla Inc
COM
$11.1M29.9K
1.4%
+8.8%
Added · +2K sh
16Microsoft Corp
COM
$11.0M29.6K
1.4%
+3.1%
Added · +903 sh
17Ishares TR
MBS ETF
$10.7M112.2K
1.4%
+5.5%
Added · +6K sh
18Ishares TR
CORE US AGGBD ET
$10.2M102.8K
1.3%
−4.3%
Reduced · −5K sh
19Meta Platforms Inc
CL A
$10.1M17.6K
1.3%
−1.2%
Reduced · −220 sh
20Vanguard Scottsdale FDS
INT-TERM CORP
$10.0M121.1K
1.3%
+4.5%
Added · +5K sh
21Ishares TR
CORE S&P500 ETF
$9.5M14.6K
1.2%
+2.9%
Added · +408 sh
22SPDR Series Trust
STATE STREET SPD
$9.3M102.0K
1.2%
−2.6%
Reduced · −3K sh
23JPMorgan Chase & Co
COM
$9.0M30.6K
1.1%
+1.0%
Added · +291 sh
24Walmart Inc
COM
$7.5M60.3K
1.0%
−21%
Reduced · −16K sh
25BlackRock ETF Trust
ISHARES A I INNO
$6.8M207.4K
0.9%
+7.8%
Added · +15K sh
26Ishares TR
CORE INTL AGGR
$6.1M122.9K
0.8%
+10%
Added · +11K sh
27Ishares TR
FLTG RATE NT ETF
$6.1M120.4K
0.8%
+7.9%
Added · +9K sh
28Palantir Technologies Inc
CL A
$5.7M38.6K
0.7%
−1.4%
Reduced · −563 sh
29Pfizer Inc
COM
$5.6M197.9K
0.7%
+18%
Added · +31K sh
30Broadcom Inc
COM
$5.5M17.8K
0.7%
+2.7%
Added · +469 sh
31Schwab Strategic TR
US DIVIDEND EQ
$5.1M167.2K
0.7%
−2.6%
Reduced · −5K sh
32Ishares TR
0-5YR INVT GR CP
$5.1M101.2K
0.7%
+0.9%
Added · +869 sh
33Bondbloxx ETF Trust
BLOOMBERG TEN YR
$5.0M109.9K
0.6%
+3.3%
Added · +3K sh
34Taiwan Semiconductor Manufac
SPONSORED ADS
$5.0M14.9K
0.6%
+1.5%
Added · +220 sh
35SPDR Series Trust
STATE STREET SPD
$5.0M63.1K
0.6%
−17%
Reduced · −13K sh
36Wisdomtree TR
US QTLY DIV GRT
$4.7M53.5K
0.6%
+2.5%
Added · +1K sh
37SPDR Series Trust
STATE STREET SPD
$4.5M155.0K
0.6%
+14%
Added · +18K sh
38Global X FDS
DEFENSE TECH ETF
$4.5M63.0K
0.6%
+49%
Added · +21K sh
39Eli Lilly & Co
COM
$4.5M4.8K
0.6%
+9.7%
Added · +428 sh
40SPDR Series Trust
STATE STREET SPD
$4.3M151.2K
0.6%
+17%
Added · +22K sh
41Adobe Inc
COM
$4.3M17.5K
0.5%
+175%
Added · +11K sh
42Netflix Inc.
COM
$4.2M43.7K
0.5%
+3.8%
Added · +2K sh
43Vanguard BD Index FDS
TOTAL BND MRKT
$4.0M54.8K
0.5%
+3.7%
Added · +2K sh
44Ishares TR
CORE MSCI EAFE
$3.9M43.1K
0.5%
+2.6%
Added · +1K sh
45Wisdomtree TR
FLOATNG RAT TREA
$3.9M76.9K
0.5%
+15%
Added · +10K sh
46Dell Technologies Inc
CL C
$3.9M23.6K
0.5%
−9.8%
Reduced · −3K sh
47Vanguard Tax-Managed FDS
VAN FTSE DEV MKT
$3.8M59.4K
0.5%
+6.8%
Added · +4K sh
48Vanguard Index FDS
S&P 500 ETF SHS
$3.7M6.2K
0.5%
+7.9%
Added · +452 sh
49Valero Energy Corp
COM
$3.6M14.7K
0.5%
+102%
Added · +7K sh
50Ishares TR
S&P 500 GRWT ETF
$3.6M31.7K
0.5%
+5.0%
Added · +2K sh
Showing 50 of 297 positions

Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q1 2026Mar 31, 2026May 15, 2026297$785.6M13F-HR
Q4 2025Dec 31, 2025Feb 12, 2026299$778.9M13F-HR
Q3 2025Sep 30, 2025Nov 12, 2025305$746.7M13F-HR
Q2 2025Jun 30, 2025Aug 13, 2025302$660.8M13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.