$174 Million is the total value of JT Stratford LLC's 122 reported holdings in Q1 2019. The portfolio turnover from Q4 2018 to Q1 2019 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| AYI | ACUITY BRANDS INC | $509,000 | +4.3% | 4,245 | 0.0% | 0.29% | -10.2% | |
| GE | GENERAL ELECTRIC CO | $277,000 | +31.9% | 27,737 | 0.0% | 0.16% | +13.6% | |
| AAPL | APPLE INCcall | $2,000 | +100.0% | 100 | 0.0% | 0.00% | 0.0% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2019-05-15
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| VANGUARD SPECIALIZED PORTFOL | 31 | Q2 2024 | 8.6% |
| JOHNSON & JOHNSON | 31 | Q2 2024 | 9.0% |
| APPLE INC | 31 | Q2 2024 | 3.7% |
| MICROSOFT CORP | 31 | Q2 2024 | 3.6% |
| AMAZON COM INC | 31 | Q2 2024 | 3.4% |
| ALPHABET INC | 31 | Q2 2024 | 2.1% |
| LOCKHEED MARTIN CORP | 31 | Q2 2024 | 3.1% |
| META PLATFORMS INC | 31 | Q2 2024 | 1.9% |
| SCHWAB STRATEGIC TR | 31 | Q2 2024 | 2.5% |
| JPMORGAN CHASE & CO. | 31 | Q2 2024 | 1.4% |
View JT Stratford LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-08-22 |
| 13F-HR | 2024-08-14 |
| 13F-HR | 2024-05-14 |
| 13F-HR | 2024-02-14 |
| 13F-HR | 2023-11-14 |
| 13F-HR | 2023-08-14 |
| 13F-HR | 2023-05-10 |
| 13F-HR | 2023-02-14 |
| 13F-HR | 2022-11-14 |
| 13F-HR | 2022-08-15 |
View JT Stratford LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.