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Portfolio (Quarterly) Guide ↗

Strengthening Families & Communities, LLC

· CIK 0001921196
13F Portfolio $450M AUM 846 positions Filed Aug 11, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 283 New 276 Added 65 Reduced 24 Exited
Page 3 of 15  ·  283 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 PM PHILIP MORRIS INTERNATIONAL Consumer Defensive 25.0 $5K 0.00% NEW $180.92 +7.4%
42 REGCO REGENCY CENTERS CORPORATION 56.0 $4K 0.00% NEW $79.73
43 XYLD GLOBAL X FUNDS 109.0 $4K 0.00% NEW $40.79 +1.4%
44 EQT EQT CORPORATION Energy 82.0 $4K 0.00% NEW $53.17 +4.0%
45 DLR DIGITAL REALTY TRUST INC Real Estate 23.0 $4K 0.00% NEW $180.65 +6.5%
46 ODFL OLD DOMINION FREIGHT LINES INC Industrials 19.0 $4K 0.00% NEW $216.79 -8.3%
47 WCN WASTE CONNECTIONS INC Industrials 24.0 $4K 0.00% NEW $166.71 +0.2%
48 FIX COMFORT SYSTEMS USA INC Industrials 2.0 $4K 0.00% NEW $1982.50 -19.0%
49 C CITIGROUP INC Financial Services 28.0 $4K 0.00% NEW $139.96 -4.7%
50 FUTY FIDELITY COVINGTON TR 66.0 $4K 0.00% NEW $58.42 -3.8%
51 SPYD SPDR SERIES TRUST 80.0 $4K 0.00% NEW $47.71 +5.7%
52 RTX RTX CORPORATION Industrials 20.0 $4K 0.00% NEW $189.75 +11.4%
53 NPO ENPRO INC Industrials 10.0 $4K 0.00% NEW $377.30 -18.5%
54 EXPD EXPEDITORS INTERNATIONAL OF Industrials 23.0 $4K 0.00% NEW $163.78 +16.3%
55 WFC WELLS FARGO & CO Financial Services 45.0 $4K 0.00% NEW $82.64 +3.3%
56 BHE BENCHMARK ELECTRONICS INC Technology 35.0 $3K 0.00% NEW $98.66 -26.5%
57 AXP AMERICAN EXPRESS COMPANY Financial Services 10.0 $3K 0.00% NEW $338.30 -0.8%
58 MS MORGAN STANLEY Financial Services 16.0 $3K 0.00% NEW $209.06 +1.8%
59 AZO AUTOZONE INC Consumer Cyclical 1.0 $3K 0.00% NEW $3196.00 -6.5%
60 GD GENERAL DYNAMICS CORP Industrials 9.0 $3K 0.00% NEW $354.22 +7.8%
Page 3 of 15  ·  283 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 34.8%
Industrials 17.2%
Healthcare 11.5%
Consumer Cyclical 11.1%
Basic Materials 7.7%
Financial Services 6.6%
Consumer Defensive 3.8%
Energy 3.0%
Communication Services 2.7%
Real Estate 1.0%