JT Stratford LLC
SEC Form 13F institutional filer · CIK 0001689013
13F-HR · 139 reported holdings · 2026-03-31
Reported long-US-equity value
$0.51B
Top-10 concentration
55.6%
JT Stratford LLC — $512M AUM allocation strategy
JT Stratford LLC files SEC Form 13F and reports $512M of long US equity value across 139 reported holdings for 2026-03-31.
Its largest sector bet is Information Technology 12.1%, followed by Financials 12.1% and Communication Services 5.4%.
The top 10 holdings account for 56% of reported value — a conviction-weighted book concentrated in its best ideas. The sector and industry splits below are of the same reported value. Track quarter-over-quarter adds, trims, new positions and exits below — sourced from SEC 13F filings, public domain.
JT Stratford LLC — latest SEC 13F insights
Reported long-US-equity value (13F AUM)
$512M
total across 139 reported holdings · 2026-03-31 · excludes shorts, cash, non-US
Top-10 concentration
56% of value
higher = narrower conviction; lower = spread / hedging
Biggest adds (shares)
+$IVV +280K sh · +$3.82M+$SPGI +96.3K sh · +$4.76M+$PFE +30.8K sh · +$1.4M
Biggest trims (shares)
−$DHI −26.3K sh · −$931K−$WMT −15.6K sh · −$959K−$BLK −14.3K sh · −$1.16M
Exited to nil (held last quarter, gone now)
$TKO ($1.84M last qtr)$BMY ($1.33M last qtr)$HOOD ($1.3M last qtr)$UNH ($1.07M last qtr)$INTC ($1.07M last qtr)
Sector allocation (share of reported value)
each slice is a share of the reported long-US-equity value — smaller sectors and the rest of the book roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Industry allocation (share of reported value)
- Semiconductors6.0%—
- Interactive Media & Services5.4%—
- Financial Exchanges & Data4.7%—
- Pharmaceuticals3.9%—
- Asset Management & Custody Banks3.3%—
- Technology Hardware, Storage & Peripherals2.9%—
- Broadline Retail2.4%—
- Investment Banking & Brokerage2.4%—
- Other holdings69.0%—
the finer GICS cut of the same book — same denominator — smaller industries roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Top S&P 500 holdings
7 of 7 rows · sorted by Value ↓
| Ticker | Holding | Shares | Value | Δ QoQ | Weight |
|---|---|---|---|---|---|
| $NVDA | NVIDIA Corporation | 146K | $25.4M | -6.67K | 5.0% |
| $SPGI | S&P Global Inc | 504K | $24.2M | +96.3K | 4.7% |
| $GOOG | Alphabet Inc. Class C Capital Stock | 60.7K | $17.5M | -2.42K | 3.4% |
| $BLK | BlackRock Inc | 272K | $16.9M | -14.3K | 3.3% |
| $AAPL | Apple Inc | 57.9K | $14.7M | -2.01K | 2.9% |
| $JNJ | Johnson & Johnson | 59.7K | $14.6M | -5.59K | 2.8% |
| $AMZN | Amazon.com Inc | 57.6K | $12M | -6.15K | 2.3% |
…and 132 more holdings in the full 13F filing (top positions only shown).
SEC Form 13F data sets · public domain · 45-day filing lag · >$100M AUM managers · as reported
← All 13F filers·← QuantOrb.pro
How to read Δ QoQ — the five insight categories, and the caveats
The categories. Analysts, quants and retail traders look past total portfolio value to isolate actionable signals. Five categories matter.
Conviction & concentration shifts
New positions vs complete exits — a brand-new stock signals high conviction; a full liquidation suggests a broken thesis or tax-loss harvesting. Aggressive sizing — look at share count, not dollars: a 20% share increase during a drawdown is strong dip-buying. Concentration — a narrowing top-5/10 means conviction; spreading capital across more names means hedging.
Sector & macro allocation rotations
Aggregating Δ QoQ moves across sectors shows where smart money is leaning in or sneaking out — rotating out of growth into defensives or energy, for example. The fund's total long equity exposure quarter-over-quarter is a proxy for overall institutional risk appetite.
Crowding & smart-money consensus
When several managers initiate or expand the same stock in the same quarter, that is institutional consensus. Contrarian reads: top pickers buying hard into a beaten-down name the market is selling.
Derivative & option overlays
Reported call/put changes indicate whether managers are adding downside hedges or leveraging upside exposure. Note: a long increase may be half of a market-neutral pair trade.
Who reads this
| Retail "cloners" | High-conviction ideas to replicate ~45 days after quarter-end. |
| Corporate IR | Which funds bought or dumped the stock, before the next call. |
| Quant / algo traders | Cross-sectional factor inputs: flow, momentum, ownership. |
Four caveats before you trade on it
- 45-day lag — holdings are quarter-end; positions may already be closed.
- Long-only — 13Fs miss shorts, pair trades and cash.
- No non-US / fixed income — the picture is US equities plus options.
- Corporate actions — splits and spinoffs distort raw share deltas.
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