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Portfolio (Quarterly) Guide ↗

Strengthening Families & Communities, LLC

· CIK 0001921196
13F Portfolio $450M AUM 846 positions Filed Aug 11, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 283 New 276 Added 65 Reduced 24 Exited
Page 10 of 14  ·  276 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 URI UNITED RENTALS INC Industrials 11.0 $13K 0.00% +1.0 +10.0% $1145.09 -7.7%
182 LOW LOWES COMPANIES INC Consumer Cyclical 57.0 $13K 0.00% +10.0 +21.3% $220.14 -4.4%
183 CDNS CADENCE DESIGN SYSTEMS INC Technology 32.0 $12K 0.00% +11.0 +52.4% $375.31 -10.8%
184 HIMS HIMS & HERS HEALTH INC Healthcare 341.0 $12K 0.00% +301.0 +752.5% $34.67 -13.9%
185 SRE SEMPRA Utilities 121.0 $11K 0.00% +14.0 +13.1% $92.76 -8.1%
186 ADM ARCHER-DANIELS-MIDLAND CO Consumer Defensive 144.0 $11K 0.00% +44.0 +44.0% $76.14 +5.2%
187 ENTG ENTEGRIS INC Technology 60.0 $11K 0.00% +12.0 +25.0% $180.08 -20.9%
188 EOG EOG RES INC Energy 83.0 $11K 0.00% +15.0 +22.1% $129.34 +12.0%
189 BBY BEST BUY COMPANY INC Consumer Cyclical 141.0 $11K 0.00% +24.0 +20.5% $75.85 +15.2%
190 HXL HEXCEL CORP NEW Industrials 107.0 $11K 0.00% +10.0 +10.3% $99.66 -5.0%
191 SHEL SHELL PLC Energy 135.0 $10K 0.00% +2.0 +1.5% $77.44 +17.7%
192 BABA ALIBABA GROUP HOLDING LTD Consumer Cyclical 106.0 $10K 0.00% +14.0 +15.2% $95.96 +24.8%
193 ITW ILLINOIS TOOL WORKS INC Industrials 36.0 $10K 0.00% +14.0 +63.6% $273.67 +4.3%
194 SAP SAP SE Technology 62.0 $10K 0.00% +1.0 +1.6% $154.50 +37.0%
195 EXC EXELON CORPORATION Utilities 204.0 $10K 0.00% +12.0 +6.2% $46.68 -4.8%
196 KVUE KENVUE INC Consumer Defensive 493.0 $9K 0.00% +29.0 +6.2% $19.10 +0.6%
197 BKR BAKER HUGHES COMPANY Energy 169.0 $9K 0.00% +18.0 +11.9% $55.43 +11.8%
198 ZS ZSCALER INC Technology 66.0 $9K 0.00% +15.0 +29.4% $141.15 +20.6%
199 AOD ABRDN TOTAL DYNAMIC DIVIDEND Financial Services 884.0 $9K 0.00% +26.0 +3.0% $10.31 +2.9%
200 EW EDWARDS LIFESCIENCES CORP Healthcare 99.0 $9K 0.00% +11.0 +12.5% $90.46 +0.3%
Page 10 of 14  ·  276 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 34.8%
Industrials 17.2%
Healthcare 11.5%
Consumer Cyclical 11.1%
Basic Materials 7.7%
Financial Services 6.6%
Consumer Defensive 3.8%
Energy 3.0%
Communication Services 2.7%
Real Estate 1.0%