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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 6 of 8  ·  148 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 IEFA ISHARES TR 250.0 $23K 0.01% -3.0 -1.2% $90.57 +7.5%
102 ULTA ULTA BEAUTY INC Consumer Cyclical 42.0 $22K 0.01% -1.0 -2.3% $522.71 -11.0%
103 VLO VALERO ENERGY CORP NEW Energy 87.0 $21K 0.01% -1K -92.0% $246.55 -4.2%
104 REGN REGENERON PHARMACEUTICALS INC Healthcare 24.0 $19K 0.01% -1.0 -4.0% $778.08 -21.3%
105 GGN GAMCO GLOBAL GOLD NATURAL Financial Services 3,297.0 $18K 0.00% -209.0 -6.0% $5.32 -6.9%
106 GRMN GARMIN LTD Technology 75.0 $17K 0.00% -3.0 -3.9% $230.80 +2.4%
107 DVN DEVON ENERGY CORPORATION NEW Energy 330.0 $17K 0.00% -72.0 -17.9% $50.28 -14.4%
108 ETN EATON CORPORATION PLC Industrials 43.0 $16K 0.00% -19.0 -30.6% $361.77 +20.5%
109 IBIT ISHARES BITCOIN TR Financial Services 400.0 $15K 0.00% -324.0 -44.8% $38.42 -5.0%
110 LEGR FIRST TR EXHCANGE TRADED FD VI 266.0 $15K 0.00% -25.0 -8.6% $57.73 +14.5%
111 ADI ANALOG DEVICES INC Technology 44.0 $14K 0.00% -10.0 -18.5% $318.09 +40.0%
112 ARTY ISHARES TRUST 298.0 $14K 0.00% -24.0 -7.5% $46.53 +70.7%
113 A AGILENT TECHNOLOGIES INC Healthcare 119.0 $14K 0.00% -255.0 -68.2% $114.17 +10.8%
114 AME AMETEK INC NEW Industrials 55.0 $12K 0.00% -4.0 -6.8% $214.20 +12.8%
115 ZTS ZOETIS INC Healthcare 96.0 $11K 0.00% -2.0 -2.0% $117.72 -33.1%
116 EOG EOG RES INC Energy 68.0 $10K 0.00% -118.0 -63.4% $145.10 -8.5%
117 KVUE KENVUE INC Consumer Defensive 464.0 $8K 0.00% -346.0 -42.7% $17.25 +3.6%
118 FORTINET INC 95.0 $8K 0.00% -4K -97.8% $81.72
119 STLA STELLANTIS N V Consumer Cyclical 1,065.0 $8K 0.00% -2K -61.8% $7.09 -10.0%
120 NEBIUS GROUP N V 70.0 $7K 0.00% -2K -96.9% $103.76
Page 6 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%