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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 3 of 4  ·  65 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 WAT WATERS CORP Healthcare 107.0 $40K 0.01% -1K -90.6% $375.04 +10.8%
42 WPC W P CAREY INC Real Estate 446.0 $32K 0.01% -53.0 -10.6% $71.44 -0.0%
43 SGOV ISHARES TRUST 313.0 $31K 0.01% -238.0 -43.2% $100.61 +0.0%
44 MGA MAGNA INTERNATIONAL INC Consumer Cyclical 427.0 $28K 0.01% -64.0 -13.0% $65.68 -0.3%
45 GWW W W GRAINGER INC Industrials 20.0 $28K 0.01% -2K -98.8% $1380.70 -3.7%
46 VOX VANGUARD WORLD FUNDS 146.0 $27K 0.01% -46.0 -24.0% $183.78 +2.2%
47 G GENPACT LIMITED Technology 926.0 $25K 0.01% -25K -96.4% $27.50 +33.6%
48 EHC ENCOMPASS HEALTH CORPORATION Healthcare 247.0 $25K 0.01% -51.0 -17.1% $101.18 +19.5%
49 CDE COEUR MINING INC Basic Materials 1,423.0 $23K 0.01% -759.0 -34.8% $16.32 +31.3%
50 SNOW SNOWFLAKE INC Technology 89.0 $23K 0.01% -29.0 -24.6% $254.51 +23.7%
51 LOGI LOGITECH INTERNATIONAL SA Technology 227.0 $21K 0.01% -4K -95.0% $93.93 +5.8%
52 ON ON SEMICONDUCTOR CORP Technology 206.0 $19K 0.00% -7K -97.3% $94.54 -22.5%
53 DUSB DIMENSIONAL ETF TRUST 378.0 $19K 0.00% -469.0 -55.4% $50.76 +0.0%
54 TEL TE CONNECTIVITY PLC Technology 78.0 $16K 0.00% -4.0 -4.9% $200.67 +1.5%
55 SBUX STARBUCKS CORP Consumer Cyclical 112.0 $11K 0.00% -40.0 -26.3% $102.19 +5.0%
56 WM WASTE MANAGEMENT INC DEL Industrials 45.0 $10K 0.00% -22.0 -32.8% $221.91 -0.1%
57 ORCL ORACLE CORPORATION Technology 67.0 $10K 0.00% -140.0 -67.6% $146.60 +1.1%
58 CC CHEMOURS COMPANY (THE) Basic Materials 183.0 $4K 0.00% -1.0 -0.5% $20.46 -23.0%
59 SPRE TIDAL TRUST I 150.0 $3K 0.00% -131.0 -46.6% $21.15 +0.9%
60 RIVN RIVIAN AUTOMOTIVE INC Consumer Cyclical 179.0 $3K 0.00% -35.0 -16.4% $17.35 -7.5%
Page 3 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%