1y return+17.9%S&P 500 +20.9%
3y return+50.0%S&P 500 +68.5%
5y return+41.1%S&P 500 +74.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since December 31, 2016: $229 against $334 in the S&P 500.2
JT Stratford LLCS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| IWBIshares Tr | $60.0M | 6.6% | +4.6% |
| IUSBIshares Tr | $44.3M | 4.9% | +29.9% |
| QQQInvesco Qqq Tr | $31.5M | 3.5% | −1.9% |
| NVDANvidia Corporation | $29.0M | 3.2% | |
| SPDWSpdr Index Shs Fds | $24.9M | 2.7% | |
| VIGVanguard Specialized Funds | $24.3M | 2.7% | +2.5% |
| GOOGLAlphabet Inc | $21.5M | 2.4% | |
| DYNFBlackrock Etf Trust | $20.4M | 2.2% | −2.5% |
| AAPLApple Inc | $17.5M | 1.9% | +4.6% |
| GOVTIshares Tr | $16.8M | 1.8% | +24.1% |
| JNJJohnson & Johnson | $15.5M | 1.7% | +2.0% |
| MSFTMicrosoft Corp | $14.3M | 1.6% | +29.7% |
| AMZNAmazon Com Inc | $13.9M | 1.5% | +1.4% |
| TSLATesla Inc | $13.4M | 1.5% | +6.6% |
| MBBIshares Tr | $11.9M | 1.3% | +11.8% |
| IVVIshares Tr | $11.7M | 1.3% | +7.0% |
| BINCBlackrock Etf Trust II | $11.5M | 1.3% | −7.9% |
| METAMeta Platforms Inc | $11.1M | 1.2% | +12.3% |
| BILSpdr Series Trust | $10.5M | 1.1% | +12.2% |
| JPMJpmorgan Chase & Co | $10.3M | 1.1% | +3.3% |
| VCITVanguard Scottsdale Fds | $10.1M | 1.1% | |
| AGGIshares Tr | $10.0M | 1.1% | −1.8% |
| EMGFIshares Inc | $9.6M | 1.1% | −29.9% |
| AMATApplied Matls Inc | $9.1M | 1.0% | +72.7% |
| BAIBlackrock Etf Trust | $8.8M | 1.0% | −19.1% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| NVDANvidia Corporation | June 30, 2020 | +2006.7% | $29.0M |
| AMATApplied Matls Inc | June 30, 2020 | +1096.1% | $9.1M |
| AVGOBroadcom Inc | June 30, 2022 | +677.6% | $7.6M |
| STRLSterling Infrastructure Inc | March 31, 2024 | +660.9% | $5.7M |
| GOOGLAlphabet Inc | June 30, 2020 | +404.0% | $21.5M |
| PANWPalo Alto Networks Inc | December 31, 2021 | +267.5% | $5.5M |
| DELLDell Technologies Inc | September 30, 2024 | +264.0% | $8.2M |
| TSMTaiwan Semiconductor Manufac | March 31, 2024 | +251.0% | $7.3M |
| JPMJpmorgan Chase & Co | June 30, 2020 | +248.0% | $10.3M |
| LLYEli Lilly & Co | December 31, 2022 | +227.9% | $5.8M |
Sold off last quarter
- IAGGIshares Tr was $6.1M
- FRPTFreshpet Inc was $1.6M
- KTOSKratos Defense & Sec Solutio was $941K
- CPNGCoupang Inc was $857K
- MPWRMonolithic Pwr Sys Inc was $758K
- XMESpdr Series Trust was $700K
- HGERHarbor Etf Trust was $697K
- CTVACorteva Inc was $604K
- XOVREntrepreneurshares Series Tr was $602K
- LULULululemon Athletica Inc was $537K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +10.8% | +14.8% |
| March 31, 2026 | −2.0% | −4.6% |
| December 31, 2025 | +1.2% | +2.4% |
| September 30, 2025 | +7.2% | +7.8% |
| June 30, 2025 | +9.0% | +10.5% |
| March 31, 2025 | −3.7% | −4.6% |
| December 31, 2024 | +0.1% | +2.1% |
| September 30, 2024 | +5.5% | +5.4% |
| June 30, 2024 | +1.5% | +4.0% |
| March 31, 2024 | +6.7% | +10.0% |
| December 31, 2023 | +9.2% | +11.2% |
| September 30, 2023 | −3.1% | −3.6% |
| June 30, 2023 | +5.0% | +8.3% |
| March 31, 2023 | +4.6% | +7.0% |
| December 31, 2022 | +5.1% | +7.1% |
| September 30, 2022 | −5.1% | −5.3% |
| June 30, 2022 | −15.0% | −16.5% |
| March 31, 2022 | −4.9% | −4.9% |
| December 31, 2021 | +7.3% | +10.7% |
| September 30, 2021 | −0.9% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: JT Stratford LLC Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1689013&type=13F-HR&dateb=&owner=include&count=40CIK 1689013
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1689013/000168901326000003/Filed August 14, 2026 · accession 0001689013-26-000003