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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 13 of 14  ·  276 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 DTE DTE ENERGY COMPANY Utilities 35.0 $5K 0.00% +4.0 +12.9% $150.26 -8.6%
242 VIRTUS EQUITY & CONVERTIBLE 195.0 $5K 0.00% +5.0 +2.6% $26.79
243 ASTS AST SPACEMOBILE INC Technology 57.0 $5K 0.00% +7.0 +14.0% $88.86 -32.2%
244 NKE NIKE INC Consumer Cyclical 120.0 $5K 0.00% +20.0 +20.0% $41.05 -6.1%
245 GLDG GOLDMINING INC Basic Materials 5,189.0 $5K 0.00% +3K +107.6% $0.91 +26.8%
246 UFPI UFP INDUSTRIES INC Basic Materials 51.0 $5K 0.00% +1.0 +2.0% $90.04 -3.6%
247 OXY OCCIDENTAL PETE CORP Energy 94.0 $5K 0.00% +8.0 +9.3% $48.61 +20.7%
248 GBX GREENBRIER COMPANIES INC Industrials 91.0 $4K 0.00% +1.0 +1.1% $48.87 -5.3%
249 RHI ROBERT HALF INC Industrials 141.0 $4K 0.00% +2.0 +1.4% $30.74 +43.6%
250 PWR QUANTA SERVICES INC Industrials 6.0 $4K 0.00% +1.0 +20.0% $720.50 -14.7%
251 LUV SOUTHWEST AIRLINES CO Industrials 83.0 $4K 0.00% +12.0 +16.9% $51.63 -20.4%
252 TMUS T MOBILE US INC Communication Services 24.0 $4K 0.00% +5.0 +26.3% $169.83 +6.3%
253 INGR INGREDION INC Consumer Defensive 40.0 $4K 0.00% +1.0 +2.6% $93.67 +11.9%
254 AMCOR PLC 85.0 $4K 0.00% +2.0 +2.4% $43.15
255 ELV ELEVANCE HEALTH INC Healthcare 9.0 $4K 0.00% +4.0 +80.0% $390.00 +3.3%
256 ENPH ENPHASE ENERGY INC Energy 69.0 $3K 0.00% +39.0 +130.0% $49.25 -24.7%
257 DUK DUKE ENERGY CORPORATION Utilities 26.0 $3K 0.00% +18.0 +225.0% $127.58 -4.3%
258 IBBQ INVESCO EXCHANGE TRADED FD TR 99.0 $3K 0.00% +1.0 +1.0% $32.51 +12.6%
259 ENS ENERSYS Industrials 13.0 $3K 0.00% +8.0 +160.0% $234.62 -17.6%
260 VZ VERIZON COMMUNICATIONS Communication Services 68.0 $3K 0.00% +38.0 +126.7% $42.34 +18.7%
Page 13 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%