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Portfolio (Quarterly) Guide ↗

Strengthening Families & Communities, LLC

· CIK 0001921196
13F Portfolio $401M AUM 589 positions Filed May 11, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 285 New 49 Added 148 Reduced 97 Exited
Page 13 of 15  ·  285 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 GT GOODYEAR TIRE & RUBBER CO Consumer Cyclical 381.0 $3K 0.00% NEW $6.63 -10.0%
242 EPD ENTERPRISE PRODUCTS PARTNERS Energy 67.0 $3K 0.00% NEW $37.61 -3.2%
243 ILMN ILLUMINA INC Healthcare 20.0 $2K 0.00% NEW $123.25 +30.9%
244 HE HAWAIIAN ELECTRIC INDUSTRIES Utilities 162.0 $2K 0.00% NEW $14.80 -13.0%
245 RVTY REVVITY INC Healthcare 27.0 $2K 0.00% NEW $88.26 +12.2%
246 INDY ISHARES 55.0 $2K 0.00% NEW $42.24 +3.6%
247 BTC GRAYSCALE BITCOIN MINI TR ETF Financial Services 71.0 $2K 0.00% NEW $29.99 -5.0%
248 COKE COCA COLA CONSOLIDATED INC Consumer Defensive 10.0 $2K NEW $193.30 -7.4%
249 WGO WINNEBAGO INDUSTRIES INC Consumer Cyclical 61.0 $2K NEW $31.21 -8.1%
250 KSS KOHLS CORP Consumer Cyclical 134.0 $2K NEW $12.88 +36.6%
251 LEG LEGGETT & PLATT INC Consumer Cyclical 164.0 $2K NEW $9.88 +7.9%
252 KLRS KALARIS THERAPEUTICS INC Healthcare 268.0 $2K NEW $5.77 -23.7%
253 SJM SMUCKER J M COMPANY Consumer Defensive 15.0 $1K NEW $95.87 +11.8%
254 FDIS FIDELITY MSCI CONSUMER 15.0 $1K NEW $95.27 +5.3%
255 JBT MAREL CORPORATION 11.0 $1K NEW $128.27
256 DLTR DOLLAR TREE INC Consumer Defensive 12.0 $1K NEW $109.50 +4.0%
257 RBLX ROBLOX CORPORATION Technology 23.0 $1K NEW $56.57 -16.4%
258 WTS OCCIDENTAL PETROLEUM 29.0 $1K NEW $42.90
259 EWG ISHARES MSCI GERMANY ETF 30.0 $1K NEW $39.67 +4.7%
260 NRG NRG ENERGY INC Utilities 8.0 $1K NEW $147.38 -5.7%
Page 13 of 15  ·  285 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 31.0%
Industrials 15.6%
Healthcare 12.0%
Consumer Cyclical 11.5%
Basic Materials 8.6%
Financial Services 6.6%
Communication Services 4.9%
Consumer Defensive 4.2%
Energy 4.0%
Real Estate 1.1%