$267 Million is the total value of JT Stratford LLC's 187 reported holdings in Q4 2020. The portfolio turnover from Q3 2020 to Q4 2020 was 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| VWO | Exit | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $0 | – | -2,890 | -100.0% | -0.05% | – |
| PPC | Exit | PILGRIMS PRIDE CORP | $0 | – | -11,360 | -100.0% | -0.07% | – |
| DIS | Exit | DISNEY WALT CO | $0 | – | -2,031 | -100.0% | -0.11% | – |
| CTSH | Exit | COGNIZANT TECHNOLOGY SOLUTIOcl a | $0 | – | -4,260 | -100.0% | -0.13% | – |
| CHKP | Exit | CHECK POINT SOFTWARE TECH LTord | $0 | – | -4,598 | -100.0% | -0.24% | – |
| CCL | Exit | CARNIVAL CORPunit | $0 | – | -36,840 | -100.0% | -0.24% | – |
| GILD | Exit | GILEAD SCIENCES INC | $0 | – | -14,571 | -100.0% | -0.40% | – |
| PAPR | Exit | INNOVATOR ETFS TRs&p 500 pwr bu | $0 | – | -57,670 | -100.0% | -0.66% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-02-16
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| JOHNSON & JOHNSON | 28 | Q3 2023 | 9.0% |
| VANGUARD SPECIALIZED PORTFOL | 28 | Q3 2023 | 8.6% |
| APPLE INC | 28 | Q3 2023 | 3.7% |
| MICROSOFT CORP | 28 | Q3 2023 | 3.6% |
| AMAZON COM INC | 28 | Q3 2023 | 3.4% |
| ALPHABET INC | 28 | Q3 2023 | 2.1% |
| LOCKHEED MARTIN CORP | 28 | Q3 2023 | 3.1% |
| META PLATFORMS INC | 28 | Q3 2023 | 1.9% |
| SCHWAB STRATEGIC TR | 28 | Q3 2023 | 2.5% |
| JPMORGAN CHASE & CO | 28 | Q3 2023 | 1.4% |
View JT Stratford LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 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 |
| 13F-HR | 2022-05-12 |
| 13F-HR | 2022-02-11 |
| 13F-HR | 2021-11-15 |
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.