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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 6 of 14  ·  276 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 MBB ISHARES TRUST 666.0 $63K 0.01% +7.0 +1.1% $94.51 -1.0%
102 MOS MOSAIC COMPANY Basic Materials 2,921.0 $62K 0.01% +15.0 +0.5% $21.19 +14.0%
103 GSL GLOBAL SHIP LEASE INC Industrials 1,615.0 $61K 0.01% +26.0 +1.6% $37.60 +17.5%
104 XEL XCEL ENERGY INC Utilities 738.0 $59K 0.01% +14.0 +1.9% $80.26 -3.2%
105 O REALTY INCOME CORP Real Estate 945.0 $59K 0.01% +12.0 +1.3% $61.95 +0.5%
106 JCI JOHNSON CONTROLS Industrials 394.0 $58K 0.01% +32.0 +8.8% $146.14 -1.2%
107 GXC SPDR INDEX SHS FDS 633.0 $55K 0.01% +5.0 +0.8% $86.54 +5.2%
108 GILD GILEAD SCIENCES INC Healthcare 427.0 $54K 0.01% +23.0 +5.7% $126.23 +17.3%
109 FXI ISHARES CHINA LARGE CAP ETF 1,694.0 $54K 0.01% +13.0 +0.8% $31.59 +12.5%
110 VUG VANGUARD INDEX FUNDS 602.0 $52K 0.01% +502.0 +502.0% $86.12 +1.5%
111 EMR EMERSON ELECTRIC CO Industrials 353.0 $51K 0.01% +24.0 +7.3% $143.12 +10.6%
112 TJX TJX COMPANIES INC NEW Consumer Cyclical 318.0 $48K 0.01% +20.0 +6.7% $151.34 -9.6%
113 KMI KINDER MORGAN INC Energy 1,500.0 $48K 0.01% +33.0 +2.2% $31.98 +0.1%
114 SMH VANECK ETF TR 70.0 $46K 0.01% +4.0 +6.1% $658.17 -15.6%
115 TER TERADYNE INC Technology 92.0 $45K 0.01% +9.0 +10.8% $485.47 -25.2%
116 ABBV ABBVIE INC Healthcare 176.0 $44K 0.01% +23.0 +15.0% $250.97 +4.8%
117 ARTY ISHARES TRUST 566.0 $43K 0.01% +268.0 +89.9% $76.20 -1.9%
118 GNK GENCO SHIPPING & TRADING Industrials 1,730.0 $43K 0.01% +25.0 +1.5% $24.78 +4.2%
119 ANGLOGOLD ASHANTI PLC 516.0 $42K 0.01% +5.0 +1.0% $80.85
120 COHR COHERENT CORP Technology 105.0 $41K 0.01% +5.0 +5.0% $394.47 -25.4%
Page 6 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%