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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 2 of 4  ·  65 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 BSX BOSTON SCIENTIFIC CORP Healthcare 20,025.0 $855K 0.19% -134.0 -0.7% $42.68 +16.8%
22 GTLB GITLAB INC Technology 27,883.0 $851K 0.19% -202.0 -0.7% $30.53 +36.5%
23 CRM SALESFORCE INC Technology 5,213.0 $817K 0.18% -36.0 -0.7% $156.66 +31.3%
24 GLD SPDR GOLD TR Financial Services 2,206.0 $813K 0.18% -212.0 -8.8% $368.38 +16.2%
25 UBER UBER TECHNOLOGIES INC Technology 10,703.0 $772K 0.17% -8K -43.4% $72.16 +11.3%
26 UUUU ENERGY FUELS INC Energy 53,101.0 $770K 0.17% -637.0 -1.2% $14.50 +10.1%
27 LULU LULULEMON ATHLETICA INC Consumer Cyclical 6,506.0 $743K 0.17% -62.0 -0.9% $114.18 +3.6%
28 BALL BALL CORP Consumer Cyclical 11,434.0 $713K 0.16% -104.0 -0.9% $62.40 +2.7%
29 AN AUTONATION INC DEL Consumer Cyclical 3,349.0 $622K 0.14% -41.0 -1.2% $185.79 +5.9%
30 RIOT RIOT PLATFORMS INC Financial Services 19,868.0 $544K 0.12% -195.0 -1.0% $27.38 -22.2%
31 AGG ISHARES CORE U S AGGREGATE BD 5,426.0 $537K 0.12% -244.0 -4.3% $98.98 -1.0%
32 TEAM ATLASSIAN CORPORATION CLASS A Technology 5,635.0 $438K 0.10% -50.0 -0.9% $77.79 +114.0%
33 UCTT ULTRA CLEAN HOLDINGS INC Technology 2,744.0 $391K 0.09% -76.0 -2.7% $142.59 -48.6%
34 VNQ VANGUARD SPECIALIZED FUNDS 2,487.0 $240K 0.05% -64.0 -2.5% $96.42 +2.9%
35 UNH UNITEDHEALTH GROUP INC Healthcare 372.0 $155K 0.03% -40.0 -9.7% $415.66 -4.6%
36 RWR SPDR SERIES TRUST 1,174.0 $133K 0.03% -57.0 -4.6% $112.99 +2.0%
37 DAL DELTA AIR LINES INC DEL Industrials 1,259.0 $118K 0.03% -47K -97.4% $93.64 -10.7%
38 VTWO VANGUARD RUSSELL 2000 599.0 $73K 0.02% -32.0 -5.1% $121.47 -0.4%
39 SNAP SNAP INC Communication Services 14,319.0 $64K 0.01% -101.0 -0.7% $4.44 +33.4%
40 XLY SELECT SECTOR SPDR TRUST 463.0 $54K 0.01% -13.0 -2.7% $117.22 +0.6%
Page 2 of 4  ·  65 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%