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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 9 of 14  ·  276 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 DDOG DATADOG INC Technology 63.0 $16K 0.00% +3.0 +5.0% $260.37 -12.6%
162 XLU SELECT SECTOR SPDR TRUST 360.0 $16K 0.00% +2.0 +0.6% $45.31 -4.0%
163 GGN GAMCO GLOBAL GOLD NATURAL Financial Services 3,355.0 $16K 0.00% +58.0 +1.8% $4.84 +17.0%
164 MTZ MASTEC INC Industrials 39.0 $16K 0.00% +3.0 +8.3% $416.05 -40.2%
165 REGN REGENERON PHARMACEUTICALS INC Healthcare 25.0 $16K 0.00% +1.0 +4.2% $628.68 +29.6%
166 OHI OMEGA HEALTHCARE INVESTORS INC Real Estate 326.0 $16K 0.00% +5.0 +1.6% $47.63 -1.4%
167 SO SOUTHERN CO Utilities 161.0 $15K 0.00% +10.0 +6.6% $95.52 -6.0%
168 PSX PHILLIPS 66 Energy 90.0 $15K 0.00% +14.0 +18.4% $169.59 +42.8%
169 MTH MERITAGE HOMES CORPORATION Consumer Cyclical 178.0 $15K 0.00% +1.0 +0.6% $83.62 -13.6%
170 EWZ ISHARES INC 418.0 $14K 0.00% +4.0 +1.0% $34.54 +3.4%
171 VMC VULCAN MATERIALS CO Basic Materials 49.0 $14K 0.00% +21.0 +75.0% $292.84 -6.5%
172 CNQ CANADIAN NATURAL RESOURCES Energy 360.0 $14K 0.00% +4.0 +1.1% $39.46 +25.8%
173 SU SUNCOR ENERGY INC Energy 259.0 $14K 0.00% +2.0 +0.8% $53.76 +22.2%
174 QAT ISHARES TRUST 773.0 $14K 0.00% +25.0 +3.3% $18.00 -4.0%
175 AME AMETEK INC NEW Industrials 57.0 $14K 0.00% +2.0 +3.6% $242.09 +1.3%
176 VGIT VANGUARD SCOTTSDALE FUNDS 232.0 $14K 0.00% +2.0 +0.9% $58.94 -0.7%
177 KSA ISHARES TRUST 360.0 $13K 0.00% +6.0 +1.7% $37.28 +5.9%
178 PFIG INVESCO EXCHANGE TRADED FD TR 550.0 $13K 0.00% +6.0 +1.1% $23.93 -1.0%
179 FENY FIDELITY MSCI ENERGY INDEX 436.0 $13K 0.00% +3.0 +0.7% $29.54 +17.1%
180 STX SEAGATE TECHNOLOGY HOLDINGS Technology 13.0 $13K 0.00% +1.0 +8.3% $975.92 -13.3%
Page 9 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%