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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 4 of 4  ·  65 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 SOFI SOFI TECHNOLOGIES INC Financial Services 153.0 $3K 0.00% -84.0 -35.4% $17.93 +6.0%
62 PAYX PAYCHEX INC Industrials 9.0 $885.0 -40.0 -81.6% $98.33 +27.1%
63 NOW SERVICENOW INC Technology 8.0 $794.0 -42.0 -84.0% $99.25 +28.0%
64 ULTA ULTA BEAUTY INC Consumer Cyclical 1.0 $451.0 -41.0 -97.6% $451.00 +19.1%
65 RMD RESMED INC Healthcare 2.0 $390.0 -18.0 -90.0% $195.00 +21.3%
Page 4 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%