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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 14 of 14  ·  276 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 SMCI SUPER MICRO COMPUTER INC Technology 85.0 $2K 0.00% +15.0 +21.4% $29.33 +31.1%
262 KSS KOHLS CORP Consumer Cyclical 136.0 $2K 0.00% +2.0 +1.5% $17.72 -0.3%
263 FICO FAIR ISAAC INC Technology 2.0 $2K 0.00% +1.0 +100.0% $1195.00 -4.8%
264 D DOMINION ENERGY INC Utilities 35.0 $2K 0.00% +11.0 +45.8% $67.80 -1.3%
265 BBSI BARRETT BUSINESS SERVICES INC Industrials 64.0 $2K 0.00% +1.0 +1.6% $35.28 -4.2%
266 CEG CONSTELLATION ENERGY Utilities 8.0 $2K +6.0 +300.0% $248.75 +11.9%
267 WGO WINNEBAGO INDUSTRIES INC Consumer Cyclical 63.0 $2K +2.0 +3.3% $31.17 +2.3%
268 LEG LEGGETT & PLATT INC Consumer Cyclical 165.0 $2K +1.0 +0.6% $11.69 -20.3%
269 NOBL PROSHARES S&P 500 DIVIDEND 34.0 $2K +17.0 +100.0% $56.56 +3.7%
270 NRG NRG ENERGY INC Utilities 11.0 $2K +3.0 +37.5% $147.36 -22.9%
271 EWG ISHARES MSCI GERMANY ETF 31.0 $1K +1.0 +3.3% $40.84 +8.8%
272 MILLROSE PROPERTIES INC 41.0 $1K +1.0 +2.5% $30.32
273 KR KROGER CO (THE) Consumer Defensive 22.0 $1K +12.0 +120.0% $55.95 +4.5%
274 EIDO ISHARES MSCI INDONESIA ETF 90.0 $1K +2.0 +2.3% $11.30 +13.2%
275 NLOP NET LEASE OFFICE PROPERTIES Real Estate 70.0 $775.0 +8.0 +12.9% $11.07 +4.9%
276 NDAQ NASDAQ INC Financial Services 5.0 $431.0 +4.0 +400.0% $86.20 +14.5%
Page 14 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%