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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 8 of 15  ·  283 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 PSA PUBLIC STORAGE Real Estate 3.0 $955.0 NEW $318.33 -0.3%
142 RB GLOBAL INC 8.0 $934.0 NEW $116.75
143 OLLI OLLIE S BARGAIN OUTLET Consumer Defensive 12.0 $923.0 NEW $76.92 -3.4%
144 ENTERGY CORP NEW 8.0 $919.0 NEW $114.88
145 NDSN NORDSON CORP Industrials 3.0 $905.0 NEW $301.67 +10.9%
146 ALNY ALNYLAM PHARMACEUTICALS INC Healthcare 3.0 $903.0 NEW $301.00 -20.6%
147 HPE HEWLETT PACKARD ENTERPRISE Technology 20.0 $902.0 NEW $45.10 +22.4%
148 DOV DOVER CORPORATION Industrials 4.0 $899.0 NEW $224.75 -9.0%
149 SPG SIMON PROPERTY GROUP INC Real Estate 4.0 $895.0 NEW $223.75 -3.0%
150 CNC CENTENE CORP DEL Healthcare 13.0 $834.0 NEW $64.15 +2.1%
151 PLPC PREFORMED LINE PRODUCTS CO Industrials 2.0 $821.0 NEW $410.50 -0.2%
152 AIG AMERICAN INTERNATIONAL GROUP Financial Services 11.0 $820.0 NEW $74.55 +3.3%
153 PEG PUBLIC SERVICE ENTERPRISE Utilities 10.0 $812.0 NEW $81.20 -8.9%
154 HIG HARTFORD INSURANCE GROUP INC Financial Services 6.0 $795.0 NEW $132.50 +5.6%
155 HUM HUMANA INC Healthcare 2.0 $794.0 NEW $397.00 -1.5%
156 CVNA CARVANA CO Consumer Cyclical 12.0 $790.0 NEW $65.83 +12.3%
157 NTAP NETAPP INC Technology 5.0 $774.0 NEW $154.80 +25.2%
158 JBL JABIL INC Technology 2.0 $771.0 NEW $385.50 -19.4%
159 ESLT ELBIT SYSTEMS LTD-ORD Industrials 1.0 $759.0 NEW $759.00 -4.8%
160 CCI CROWN CASTLE INC Real Estate 10.0 $757.0 NEW $75.70 -0.2%
Page 8 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%