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Amanda Bruner

@Jt Stratford Llc

Latest period2024 - Q3ReportedManaged Assets$584.806MTotal holdings282
Assets growth rate8.65%Assets growth rate (2-Q avg)7.92%Continuous growth in asset value8 quarters

Portfolio positions

This chart displays the top 10 holdings in Jt Stratford Llc's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 282 positions.

Assets under management

The assets under management (AUM) of Jt Stratford Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 8 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 584.806M in assets, with a quarterly growth rate of 8.65% and a 2-quarter average growth rate of 7.92%. The portfolio is managed by Amanda Bruner, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
CSLCarlisle Cos Inc
Recent Activity
New Position
0.34%
$1.972M
4,384 shares@ $449.75 avg price
DELLDell Technologies Inc
Recent Activity
New Position
0.33%
$1.895M
15,989 shares@ $118.54 avg price
KHCKraft Heinz Co
Recent Activity
New Position
0.31%
$1.807M
51,473 shares@ $35.11 avg price
MPWRMonolithic Pwr Sys Inc
Recent Activity
New Position
0.28%
$1.637M
1,771 shares@ $924.51 avg price
ADMArcher Daniels Midland Co
Recent Activity
New Position
0.28%
$1.606M
26,875 shares@ $59.75 avg price
ATOAtmos Energy Corp
Recent Activity
New Position
0.28%
$1.605M
11,570 shares@ $138.72 avg price
CNCCentene Corp Del
Recent Activity
New Position
0.23%
$1.327M
17,623 shares@ $75.28 avg price
TDYTeledyne Technologies Inc
Recent Activity
New Position
0.19%
$1.095M
2,503 shares@ $437.67 avg price
LULULululemon Athletica Inc
Recent Activity
New Position
0.17%
$969,805
3,574 shares@ $271.36 avg price
VBVanguard Index Fds
Recent Activity
New Position
0.15%
$858,947
3,621 shares@ $237.22 avg price