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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 9 of 21  ·  402 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 EHC ENCOMPASS HEALTH CORP Healthcare 298.0 $32K 0.01% NEW $106.22 -6.0%
162 GNK GENCO SHIPPING & TRADING LTD Industrials 1,668.0 $31K 0.01% NEW $18.43 +34.8%
163 STLA STELLANTIS N.V Consumer Cyclical 2,788.0 $30K 0.01% NEW $10.89 -45.3%
164 PHO INVESCO EXCHANGE TRADED FD T 429.0 $30K 0.01% NEW $70.48 -5.5%
165 SBRA SABRA HEALTH CARE REIT INC Real Estate 1,545.0 $29K 0.01% NEW $18.93 -1.6%
166 MNST MONSTER BEVERAGE CORP NEW Consumer Defensive 381.0 $29K 0.01% NEW $76.67 +22.2%
167 LIN LINDE PLC Basic Materials 68.0 $29K 0.01% NEW $424.19 +20.8%
168 M MACYS INC Consumer Cyclical 1,273.0 $28K 0.01% NEW $22.05 +8.6%
169 CCI CROWN CASTLE INC Real Estate 312.0 $28K 0.01% NEW $88.87 -5.1%
170 FPI FARMLAND PARTNERS INC Real Estate 2,742.0 $27K 0.01% NEW $9.69 +1.4%
171 VZ VERIZON COMMUNICATIONS INC Communication Services 649.0 $26K 0.01% NEW $40.73 +14.7%
172 ULTA ULTA BEAUTY INC Consumer Cyclical 43.0 $26K 0.01% NEW $605.00 -24.1%
173 ALRM ALARM COM HLDGS INC Technology 500.0 $26K 0.01% NEW $51.02 -15.6%
174 SMCI SUPER MICRO COMPUTER INC Technology 820.0 $24K 0.01% NEW $29.27 +13.8%
175 TRFM ETF SER SOLUTIONS 500.0 $24K 0.01% NEW $47.65 +27.2%
176 IGPT INVESCO EXCHANGE TRADED FD T 400.0 $24K 0.01% NEW $59.50 +68.9%
177 QQQM INVESCO EXCH TRADED FD TR II 94.0 $24K 0.01% NEW $252.91 +16.2%
178 PPLT ABRDN PLATINUM ETF TRUST Financial Services 126.0 $23K 0.01% NEW $186.43 -92.0%
179 GXC SPDR INDEX SHS FDS 240.0 $23K 0.01% NEW $96.90 -9.5%
180 IONQ IONQ INC Technology 510.0 $23K 0.01% NEW $44.87 +28.9%
Page 9 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%