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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
Q2 2026 Q1 2026 · All 285 New 49 Added 148 Reduced
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 -5.6%
242 EPD ENTERPRISE PRODUCTS PARTNERS 67.0 $3K 0.00% NEW $37.61
243 ILMN ILLUMINA INC Healthcare 20.0 $2K 0.00% NEW $123.25 +82.4%
244 HE HAWAIIAN ELECTRIC INDUSTRIES Utilities 162.0 $2K 0.00% NEW $14.80 -22.3%
245 RVTY REVVITY INC Healthcare 27.0 $2K 0.00% NEW $88.26 +43.2%
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 +15.8%
248 COKE COCA COLA CONSOLIDATED INC Consumer Defensive 10.0 $2K NEW $193.30 +0.4%
249 WGO WINNEBAGO INDUSTRIES INC Consumer Cyclical 61.0 $2K NEW $31.21 -1.3%
250 KSS KOHLS CORP Consumer Cyclical 134.0 $2K NEW $12.88 +39.3%
251 LEG LEGGETT & PLATT INC Consumer Cyclical 164.0 $2K NEW $9.88 -6.9%
252 KLRS KALARIS THERAPEUTICS INC Healthcare 268.0 $2K NEW $5.77 -29.3%
253 SJM SMUCKER J M COMPANY Consumer Defensive 15.0 $1K NEW $95.87 +36.5%
254 FDIS FIDELITY MSCI CONSUMER 15.0 $1K NEW $95.27 +7.4%
255 JBT MAREL CORPORATION 11.0 $1K NEW $128.27
256 DLTR DOLLAR TREE INC Consumer Defensive 12.0 $1K NEW $109.50 +20.7%
257 RBLX ROBLOX CORPORATION Technology 23.0 $1K NEW $56.57 -33.6%
258 WTS OCCIDENTAL PETROLEUM 29.0 $1K NEW $42.90
259 EWG ISHARES MSCI GERMANY ETF 30.0 $1K NEW $39.67 +11.7%
260 NRG NRG ENERGY INC Utilities 8.0 $1K NEW $147.38 -21.2%
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 31.1%
Industrials 16.1%
Healthcare 12.4%
Consumer Cyclical 11.8%
Basic Materials 8.9%
Financial Services 6.8%
Consumer Defensive 4.3%
Energy 4.1%
Communication Services 2.8%
Real Estate 1.1%