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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 5 of 14  ·  276 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 PLTR PALANTIR TECHNOLOGIES INC Technology 1,200.0 $140K 0.03% +28.0 +2.4% $116.67 +50.3%
82 SNA SNAP-ON INC Industrials 326.0 $131K 0.03% +3.0 +0.9% $402.29 -1.3%
83 SPDW SPDR INDEX SHARES FUNDS 2,364.0 $119K 0.03% +29.0 +1.2% $50.40 +3.4%
84 JPM JPMORGAN CHASE & CO Financial Services 342.0 $112K 0.03% +24.0 +7.5% $327.38 +9.0%
85 GEV GE VERNOVA INC Utilities 93.0 $109K 0.02% +41.0 +78.8% $1175.91 -19.7%
86 RXI ISHARES GLOBAL CONSUMER 557.0 $108K 0.02% +3.0 +0.5% $193.07 +3.2%
87 INTC INTEL CORP Technology 722.0 $101K 0.02% +107.0 +17.4% $139.58 -37.5%
88 ACWX ISHARES MSCI ACWI EX US INDEX 1,216.0 $93K 0.02% +173.0 +16.6% $76.11 +2.5%
89 APH AMPHENOL CORPORATION Technology 508.0 $90K 0.02% +50.0 +10.9% $176.31 -8.3%
90 WEC WEC ENERGY GROUP INC Utilities 681.0 $80K 0.02% +13.0 +1.9% $116.78 -7.9%
91 APP APPLOVIN CORPORATION Technology 154.0 $79K 0.02% +3.0 +2.0% $515.23 -40.0%
92 T AT&T INC Communication Services 3,610.0 $75K 0.02% +114.0 +3.3% $20.70 +25.0%
93 GSG ISHARES S&P GSCI COMMODITY Financial Services 2,561.0 $73K 0.02% +25.0 +1.0% $28.60 +16.0%
94 CGON CG ONCOLOGY INC Healthcare 1,008.0 $72K 0.02% +8.0 +0.8% $71.05 +10.9%
95 PANW PALO ALTO NETWORKS INC Technology 209.0 $71K 0.02% +14.0 +7.2% $341.02 -0.8%
96 DHI D R HORTON INC Consumer Cyclical 428.0 $70K 0.02% +6.0 +1.4% $163.01 -8.2%
97 RIO RIO TINTO PLC Basic Materials 733.0 $70K 0.01% +251.0 +52.1% $94.91 +10.5%
98 PPLT ABRDN PLATINUM ETF TRUST Financial Services 4,750.0 $67K 0.01% +4K +1288.9% $14.13 +17.6%
99 VTV VANGUARD INDEX FUNDS 307.0 $67K 0.01% +2.0 +0.7% $217.63 +4.3%
100 GLW CORNING INC Technology 253.0 $65K 0.01% +3.0 +1.2% $255.25 -41.3%
Page 5 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%