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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 8 of 14  ·  276 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 XLE SELECT SECTOR SPDR TRUST 504.0 $27K 0.01% +4.0 +0.8% $53.09 +17.6%
142 HCA HCA HEALTHCARE INC Healthcare 64.0 $25K 0.01% +1.0 +1.6% $391.89 +9.0%
143 SNDK SANDISK CORPORATION Technology 11.0 $25K 0.01% +1.0 +10.0% $2273.73 -34.1%
144 XLP SELECT SECTOR SPDR TRUST 292.0 $24K 0.01% +2.0 +0.7% $83.13 +3.8%
145 ADI ANALOG DEVICES INC Technology 59.0 $23K 0.01% +15.0 +34.1% $397.95 -6.6%
146 FORTINET INC 145.0 $22K 0.01% +50.0 +52.6% $153.62
147 CMBS ISHARES CMBS ETF 457.0 $22K 0.01% +4.0 +0.9% $48.62 -0.5%
148 MFC MANULIFE FINANCIAL CORP Financial Services 537.0 $22K 0.01% +83.0 +18.3% $40.53 +6.7%
149 ETN EATON CORPORATION PLC Industrials 50.0 $21K 0.01% +7.0 +16.3% $422.82 -0.8%
150 BP BP P L C SPONSORED ADR Energy 524.0 $19K 0.00% +5.0 +1.0% $36.97 +15.0%
151 TRV THE TRAVELERS COMPANIES INC Financial Services 57.0 $19K 0.00% +2.0 +3.6% $331.14 +12.1%
152 GRMN GARMIN LTD Technology 78.0 $19K 0.00% +3.0 +4.0% $237.37 +21.8%
153 IBIT ISHARES BITCOIN TR Financial Services 555.0 $18K 0.00% +155.0 +38.8% $33.29 +33.6%
154 XLRE SELECT SECTOR SPDR TRUST 411.0 $18K 0.00% +4.0 +1.0% $44.00 +2.5%
155 CTAS CINTAS CORP Industrials 105.0 $18K 0.00% +5.0 +5.0% $169.66 +21.3%
156 PHM PULTEGROUP INC Consumer Cyclical 127.0 $17K 0.00% +1.0 +0.8% $136.83 -5.0%
157 LEGR FIRST TR EXHCANGE TRADED FD VI 268.0 $17K 0.00% +2.0 +0.8% $64.35 +3.6%
158 BOOT BOOT BARN HOLDINGS INC Consumer Cyclical 104.0 $17K 0.00% +8.0 +8.3% $164.27 -2.8%
159 EEM ISHARES MSCI EMERGING MARKETS 245.0 $17K 0.00% +2.0 +0.8% $68.31 -1.7%
160 JBHT JB HUNT TRANSPORT SERVICES INC Industrials 58.0 $17K 0.00% +3.0 +5.5% $287.48 -8.3%
Page 8 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%