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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 5 of 8  ·  148 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 FLS FLOWSERVE CORP Industrials 712.0 $52K 0.01% -316.0 -30.7% $73.46 +11.0%
82 TWLO TWILIO INC Communication Services 396.0 $50K 0.01% -2K -82.4% $125.82 +46.0%
83 KMI KINDER MORGAN INC Energy 1,467.0 $49K 0.01% -122.0 -7.7% $33.54 -3.8%
84 JCI JOHNSON CONTROLS Industrials 362.0 $47K 0.01% -27.0 -6.9% $130.98 +13.2%
85 GEV GE VERNOVA LLC Utilities 52.0 $45K 0.01% -4.0 -7.1% $873.87 +29.0%
86 XLV SELECT SECTOR SPDR TRUST 298.0 $44K 0.01% -80.0 -21.2% $146.42 +2.5%
87 DUSB DIMENSIONAL ETF TRUST 847.0 $43K 0.01% -288.0 -25.4% $50.74 +0.3%
88 FDX FEDEX CORP Industrials 99.0 $35K 0.01% -98.0 -49.8% $355.69 -7.6%
89 VOX VANGUARD WORLD FUNDS 192.0 $35K 0.01% -831.0 -81.2% $180.31 +1.1%
90 ABBV ABBVIE INC Healthcare 153.0 $33K 0.01% -68.0 -30.8% $217.06 +6.0%
91 AMT AMERICAN TOWER CORPORATION Real Estate 179.0 $31K 0.01% -455.0 -71.8% $172.56 +2.2%
92 LIN LINDE PLC Basic Materials 62.0 $31K 0.01% -6.0 -8.8% $494.58 +4.5%
93 ORCL ORACLE CORPORATION Technology 207.0 $31K 0.01% -624.0 -75.1% $147.43 +18.7%
94 HCA HCA HEALTHCARE INC Healthcare 63.0 $30K 0.01% -700.0 -91.7% $474.76 -20.6%
95 MNST MONSTER BEVERAGE CORPORATION Consumer Defensive 372.0 $27K 0.01% -9.0 -2.4% $72.46 +28.4%
96 PHO INVESCO EXCHANGE TRADED FUND 395.0 $26K 0.01% -34.0 -7.9% $66.87 -0.1%
97 SHOP SHOPIFY INC Technology 219.0 $26K 0.01% -3K -92.9% $118.62 -9.0%
98 SMH VANECK ETF TR 66.0 $25K 0.01% -2K -96.4% $384.82 +73.8%
99 BP BP P L C SPONSORED ADR Energy 519.0 $24K 0.01% -934.0 -64.3% $47.03 -15.4%
100 AMGN AMGEN INC Healthcare 68.0 $24K 0.01% -70.0 -50.7% $351.68 -2.0%
Page 5 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%