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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 3 of 8  ·  148 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 ADSK AUTODESK INC Technology 7,528.0 $1.8M 0.45% -309.0 -3.9% $239.40 -21.6%
42 BE BLOOM ENERGY CORPORATION Industrials 12,570.0 $1.7M 0.42% -4K -24.6% $135.49 +155.3%
43 ACN ACCENTURE PLC IRELAND Technology 7,826.0 $1.6M 0.39% -745.0 -8.7% $198.30 -37.0%
44 UBER UBER TECHNOLOGIES INC Technology 18,912.0 $1.4M 0.34% -1K -7.2% $71.93 -0.7%
45 INGERSOLL RAND INC 15,832.0 $1.3M 0.32% -2K -10.2% $80.12
46 NI NISOURCE INC Utilities 26,651.0 $1.2M 0.31% -838.0 -3.0% $46.66 +2.1%
47 SPGI S&P GLOBAL INC Financial Services 2,793.0 $1.2M 0.30% -514.0 -15.5% $425.36 -4.2%
48 FANG DIAMONDBACK ENERGY INC Energy 5,738.0 $1.1M 0.28% -2K -20.9% $197.80 -5.1%
49 CRM SALESFORCE INC Technology 5,249.0 $980K 0.24% -2K -25.2% $186.67 -19.6%
50 ADBE ADOBE INC Technology 4,015.0 $976K 0.24% -901.0 -18.3% $243.08 -19.8%
51 G GENPACT LIMITED Technology 25,662.0 $956K 0.24% -564.0 -2.1% $37.25 -24.5%
52 ICE INTERCONTINENTAL EXCHANGE Financial Services 5,434.0 $855K 0.21% -138.0 -2.5% $157.29 -16.5%
53 META META PLATFORMS INC Communication Services 1,423.0 $814K 0.20% -75.0 -5.0% $572.20 -1.5%
54 ABT ABBOTT LABORATORIES Healthcare 7,773.0 $798K 0.20% -916.0 -10.5% $102.68 -14.5%
55 BALL BALL CORP Consumer Cyclical 11,538.0 $682K 0.17% -580.0 -4.8% $59.11 -1.5%
56 AN AUTONATION INC DEL Consumer Cyclical 3,390.0 $662K 0.17% -174.0 -4.9% $195.26 -3.6%
57 NFLX NETFLIX INC Communication Services 6,480.0 $623K 0.15% -4K -40.1% $96.15 -24.2%
58 GTLB GITLAB INC Technology 28,085.0 $608K 0.15% -899.0 -3.1% $21.64 +19.4%
59 TEAM ATLASSIAN CORPORATION CLASS A Technology 5,685.0 $388K 0.10% -237.0 -4.0% $68.25 +17.2%
60 AMD ADVANCED MICRO DEVICES INC Technology 1,655.0 $337K 0.08% -2K -58.6% $203.43 +171.2%
Page 3 of 8  ·  148 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%