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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 6 of 15  ·  285 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 BAYERISCHE MOTOREN WERKE 1,725.0 $52K 0.01% NEW $29.96
102 ANGLOGOLD ASHANTI PLC 511.0 $50K 0.01% NEW $97.45
103 PAAS PAN AMERICAN SILVER CORP Basic Materials 879.0 $48K 0.01% NEW $54.60 -10.4%
104 WPM WHEATON PRECIOUS METALS Basic Materials 365.0 $48K 0.01% NEW $131.01 -6.4%
105 TJX TJX COMPANIES INC NEW Consumer Cyclical 298.0 $48K 0.01% NEW $159.65 +2.8%
106 AG FIRST MAJESTIC SILVER CORP Basic Materials 2,133.0 $46K 0.01% NEW $21.48 -17.5%
107 ASHR DBX ETF TRUST 1,399.0 $46K 0.01% NEW $32.63 +14.3%
108 B BARRICK MNG CORP Basic Materials 1,105.0 $45K 0.01% NEW $40.77 -1.6%
109 RIO RIO TINTO PLC Basic Materials 482.0 $45K 0.01% NEW $93.36 +6.4%
110 CVX CHEVRON CORPORATION Energy 213.0 $44K 0.01% NEW $207.07 -15.4%
111 VUG VANGUARD INDEX FUNDS 100.0 $44K 0.01% NEW $437.72 -80.4%
112 IJK ISHARES S&P MID CAP 400 GROWTH 432.0 $43K 0.01% NEW $100.59 +15.7%
113 EMR EMERSON ELECTRIC CO Industrials 329.0 $43K 0.01% NEW $130.88 +14.8%
114 CDE COEUR MINING INC Basic Materials 2,182.0 $41K 0.01% NEW $18.77 -6.9%
115 GLW CORNING INC Technology 250.0 $34K 0.01% NEW $136.24 +54.0%
116 PLUS EPLUS INC Technology 438.0 $33K 0.01% NEW $75.26 +5.1%
117 IBB ISHARES TR 193.0 $33K 0.01% NEW $168.76 +4.9%
118 DE DEERE & CO Industrials 57.0 $32K 0.01% NEW $566.53 +5.7%
119 WSO WATSCO INC Industrials 86.0 $31K 0.01% NEW $365.55 +9.7%
120 MLI MUELLER INDUSTRIES INC Industrials 284.0 $31K 0.01% NEW $110.62 +26.1%
Page 6 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%