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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 3 of 15  ·  285 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 IFF INTL FLAVORS & FRAGRANCES INC Basic Materials 23,202.0 $1.7M 0.42% NEW $72.55 +4.7%
42 MSI MOTOROLA SOLUTIONS INC Technology 3,824.0 $1.7M 0.41% NEW $433.95 -9.6%
43 MKC MCCORMICK & CO INC NON-VOTING Consumer Defensive 32,359.0 $1.6M 0.41% NEW $50.44 -9.3%
44 UPS UNITED PARCEL SVC INC Industrials 16,587.0 $1.6M 0.41% NEW $98.38 +9.0%
45 OC OWENS CORNING Industrials 14,301.0 $1.5M 0.39% NEW $108.22 +15.2%
46 EBAY EBAY INC Consumer Cyclical 15,673.0 $1.4M 0.36% NEW $91.02 +15.3%
47 CTSH COGNIZANT TECHNOLOGY SOLUTIONS Technology 23,202.0 $1.4M 0.35% NEW $61.35 -31.8%
48 PEP PEPSICO INC Consumer Defensive 8,666.0 $1.3M 0.34% NEW $155.29 -9.4%
49 CVLT COMMVAULT SYSTEMS INC Technology 16,863.0 $1.3M 0.33% NEW $77.89 +61.8%
50 IAU ISHARES GOLD TRUST Financial Services 14,457.0 $1.3M 0.32% NEW $88.16 -10.6%
51 BSX BOSTON SCIENTIFIC CORP Healthcare 20,159.0 $1.3M 0.32% NEW $62.75 -29.4%
52 ROK ROCKWELL AUTOMATION INC Industrials 3,456.0 $1.2M 0.31% NEW $358.90 +33.2%
53 TXN TEXAS INSTRUMENTS INCORPORATED Technology 5,286.0 $1.0M 0.26% NEW $194.15 +71.1%
54 LULU LULULEMON ATHLETICA INC Consumer Cyclical 6,568.0 $1.0M 0.25% NEW $153.10 -31.1%
55 UUUU ENERGY FUELS INC Energy 53,738.0 $981K 0.24% NEW $18.25 -9.3%
56 NFG NATIONAL FUEL GAS CO Energy 9,875.0 $928K 0.23% NEW $93.96 -19.0%
57 JONES LANG LASALLE INCOME PPTY 67,250.0 $756K 0.19% NEW $11.24
58 DHR DANAHER CORPORATION Healthcare 3,533.0 $670K 0.17% NEW $189.62 -6.0%
59 JONES LANG LASALLE INCOME 57,054.0 $641K 0.16% NEW $11.23
60 AGG ISHARES CORE U S AGGREGATE BD 5,670.0 $563K 0.14% NEW $99.26 -0.6%
Page 3 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%