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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 17 of 21  ·  402 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
321 ACLS AXCELIS TECHNOLOGIES INC Technology 25.0 $2K 0.00% NEW $80.36 +115.2%
322 LYFT LYFT INC Technology 100.0 $2K 0.00% NEW $19.37 -27.1%
323 CME CME GROUP INC Financial Services 7.0 $2K 0.00% NEW $273.43 -9.5%
324 SLS SELLAS LIFE SCIENCES GROUP I Healthcare 500.0 $2K 0.00% NEW $3.77 +141.5%
325 NSIT INSIGHT ENTERPRISES INC Technology 23.0 $2K 0.00% NEW $81.48 +35.5%
326 CPA COPA HOLDINGS SA Industrials 15.0 $2K 0.00% NEW $120.60 +25.1%
327 DTM DT MIDSTREAM INC Energy 15.0 $2K 0.00% NEW $119.67 +22.3%
328 NOBL PROSHARES TR 17.0 $2K 0.00% NEW $103.94 -46.9%
329 APOS APOLLO GLOBAL MGMT INC Financial Services 12.0 $2K 0.00% NEW $144.75 -82.4%
330 EIDO ISHARES TR 88.0 $2K 0.00% NEW $18.74 -35.2%
331 MLPX GLOBAL X FDS 25.0 $2K 0.00% NEW $61.28 +20.0%
332 CMCSA COMCAST CORP NEW Communication Services 50.0 $1K 0.00% NEW $29.90 -23.8%
333 EXPE EXPEDIA GROUP INC Consumer Cyclical 5.0 $1K 0.00% NEW $283.40 -15.2%
334 XPERI INC 240.0 $1K 0.00% NEW $5.86
335 ORLY OREILLY AUTOMOTIVE INC Consumer Cyclical 15.0 $1K NEW $91.20 -4.3%
336 D DOMINION ENERGY INC Utilities 23.0 $1K NEW $59.26 +15.9%
337 NTAP NETAPP INC Technology 12.0 $1K NEW $107.08 +45.6%
338 BLD TOPBUILD CORP Industrials 3.0 $1K NEW $417.33 -1.0%
339 IRM IRON MTN INC DEL Real Estate 15.0 $1K NEW $82.93 +58.9%
340 MET METLIFE INC Financial Services 15.0 $1K NEW $78.93 +11.5%
Page 17 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%