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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 7 of 14  ·  276 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 CVX CHEVRON CORPORATION Energy 247.0 $41K 0.01% +34.0 +16.0% $165.47 +20.9%
122 DE DEERE & CO Industrials 61.0 $39K 0.01% +4.0 +7.0% $639.39 -0.7%
123 PLUS EPLUS INC Technology 455.0 $38K 0.01% +17.0 +3.9% $83.20 +3.1%
124 MNST MONSTER BEVERAGE CORPORATION Consumer Defensive 386.0 $37K 0.01% +14.0 +3.8% $96.12 -50.0%
125 HIW HIGHWOODS PROPERTIES INC Real Estate 1,224.0 $37K 0.01% +20.0 +1.7% $30.16 +5.0%
126 CAT CATERPILLAR INC Industrials 34.0 $36K 0.01% +3.0 +9.7% $1071.47 -23.2%
127 DELL DELL TECHNOLOGIES INC Technology 84.0 $36K 0.01% +3.0 +3.7% $430.79 +8.7%
128 LIN LINDE PLC Basic Materials 68.0 $35K 0.01% +6.0 +9.7% $519.32 -5.6%
129 ENFR ALERIAN ENERGY INFRASTRUCTURE 916.0 $35K 0.01% +460.0 +100.9% $38.10 +4.8%
130 FDX FEDEX CORP Industrials 105.0 $33K 0.01% +6.0 +6.1% $313.90 +7.0%
131 IGV ISHARES TRUST 345.0 $31K 0.01% +198.0 +134.7% $90.62 +13.1%
132 SBRA SABRA HEALTH CARE REIT INC Real Estate 1,590.0 $31K 0.01% +23.0 +1.5% $19.51 +8.1%
133 XLF SELECT SECTOR SPDR TRUST 576.0 $31K 0.01% +283.0 +96.6% $53.63 +8.6%
134 STLD STEEL DYNAMICS INC Basic Materials 134.0 $31K 0.01% +1.0 +0.8% $229.04 +3.0%
135 M MACYS INC Consumer Cyclical 1,297.0 $31K 0.01% +14.0 +1.1% $23.55 -3.4%
136 AMT AMERICAN TOWER CORPORATION Real Estate 183.0 $30K 0.01% +4.0 +2.2% $163.75 +7.1%
137 FAST FASTENAL CO Industrials 611.0 $29K 0.01% +125.0 +25.7% $48.01 +6.6%
138 PCAR PACCAR INC Industrials 238.0 $29K 0.01% +6.0 +2.6% $119.99 +7.7%
139 FPI FARMLAND PARTNERS INC Real Estate 2,834.0 $27K 0.01% +22.0 +0.8% $9.68 +8.0%
140 AMGN AMGEN INC Healthcare 75.0 $27K 0.01% +7.0 +10.3% $364.33 +21.2%
Page 7 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%