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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 1 of 15  ·  283 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 VRT VERTIV HOLDINGS LLC Industrials 8,422.0 $2.8M 0.63% NEW $334.82 -23.6%
2 RKLB ROCKET LAB CORPORATION Industrials 17,153.0 $1.7M 0.39% NEW $101.65 -34.2%
3 SPACE EXPLORATION TECHNOLOGIES 5,865.0 $1.0M 0.22% NEW $170.86
4 DRAM ROUNDHILL ETF TR 1,582.0 $117K 0.03% NEW $73.85 -23.8%
5 J P MORGAN EXCHANGE TRADED 555.0 $28K 0.01% NEW $50.57
6 XE X ENERGY INC Industrials 1,292.0 $24K 0.01% NEW $18.36 +4.1%
7 BBJP J P MORGAN EXCHANGE TRADED FD 294.0 $22K 0.01% NEW $75.31 +2.6%
8 MINT PIMCO ENHANCED SHORT MATURITY 207.0 $21K 0.01% NEW $100.81 -0.1%
9 KLAC KLA CORPORATION Technology 60.0 $18K 0.00% NEW $301.73 -39.2%
10 PULS PGIM ETF TRUST 332.0 $16K 0.00% NEW $49.55 +0.3%
11 WELL WELLTOWER INC Real Estate 58.0 $13K 0.00% NEW $226.97 +6.3%
12 JPLD J P MORGAN EXCHANGE TRADED FD 251.0 $13K 0.00% NEW $52.19 -0.2%
13 TEMA ETF TRUST 378.0 $11K 0.00% NEW $30.38
14 WDC WESTERN DIGITAL CORP Technology 17.0 $11K 0.00% NEW $638.71 -29.4%
15 BBCA J P MORGAN EXCHANGE TRADED FD 108.0 $11K 0.00% NEW $99.85 +8.1%
16 EQIX EQUINIX INC Real Estate 9.0 $9K 0.00% NEW $1046.78 +2.5%
17 VGSH VANGUARD SCOTTSDALE FUNDS 155.0 $9K 0.00% NEW $58.20 +0.0%
18 VUSB VANGUARD BD INDEX FDS 161.0 $8K 0.00% NEW $49.78 -0.0%
19 FEDEX FREIGHT HOLDING COMPANY 52.0 $8K 0.00% NEW $151.00
20 FFIV F5 INC Technology 18.0 $7K 0.00% NEW $415.94 -8.0%
Page 1 of 15  ·  283 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%