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Portfolio (Quarterly) Guide ↗

Strengthening Families & Communities, LLC

· CIK 0001921196
13F Portfolio $281M AUM Filed Feb 3, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 402 New
Page 14 of 21  ·  402 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 ARCB ARCBEST CORP Industrials 80.0 $6K 0.00% NEW $74.33 +94.7%
262 ARM ARM HOLDINGS PLC Technology 52.0 $6K 0.00% NEW $109.31 +239.3%
263 BZH BEAZER HOMES USA INC Consumer Cyclical 280.0 $6K 0.00% NEW $20.27 +31.3%
264 IEMG ISHARES INC 84.0 $6K 0.00% NEW $67.38 +21.0%
265 NTR NUTRIEN LTD Basic Materials 90.0 $6K 0.00% NEW $61.97 -0.6%
266 SIG SIGNET JEWELERS LIMITED Consumer Cyclical 66.0 $5K 0.00% NEW $83.17 +2.5%
267 OI O-I GLASS INC Consumer Cyclical 368.0 $5K 0.00% NEW $14.76 -37.8%
268 VRSN VERISIGN INC Technology 22.0 $5K 0.00% NEW $242.95 +2.2%
269 VKTX VIKING THERAPEUTICS INC Healthcare 150.0 $5K 0.00% NEW $35.18 +0.2%
270 CNXC CONCENTRIX CORP Technology 126.0 $5K 0.00% NEW $41.58 -41.6%
271 Q QNITY ELECTRONICS INC Technology 63.0 $5K 0.00% NEW $81.70 +98.8%
272 DD DUPONT DE NEMOURS INC Basic Materials 128.0 $5K 0.00% NEW $40.15 +16.5%
273 MDY SPDR S&P MIDCAP 400 ETF TR Financial Services 8.0 $5K 0.00% NEW $609.50 +13.1%
274 AVNT AVIENT CORPORATION Basic Materials 156.0 $5K 0.00% NEW $31.24 +15.7%
275 BIO BIO RAD LABS INC Healthcare 16.0 $5K 0.00% NEW $303.00 -9.4%
276 BMRN BIOMARIN PHARMACEUTICAL INC Healthcare 79.0 $5K 0.00% NEW $59.43 -4.5%
277 CIBR FIRST TR EXCHANGE TRADED FD 65.0 $5K 0.00% NEW $71.02 +18.9%
278 SOLV SOLVENTUM CORP Healthcare 58.0 $5K 0.00% NEW $79.24 -7.0%
279 UFPI UFP INDUSTRIES INC Basic Materials 50.0 $5K 0.00% NEW $91.40 -7.3%
280 TGT TARGET CORP Consumer Defensive 47.0 $5K 0.00% NEW $97.04 +38.4%
Page 14 of 21  ·  402 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 38.3%
Communication Services 11.4%
Financial Services 10.2%
Healthcare 10.0%
Consumer Cyclical 9.6%
Industrials 8.2%
Basic Materials 5.6%
Energy 3.7%
Real Estate 1.5%
Utilities 0.8%