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

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#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
21	LYFT	LYFT INC	Technology	100	$1K	—	SOLD
22	MDY	STATE STREET SPDR S&P MIDCAP	Financial Services	2	$1K	—	SOLD
23	—	SAMSONITE GROUP S A	—	69	$641.0	—	SOLD
24	—	TOKYO ELECTRON LTD	—	1	$117.0	—	SOLD

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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%