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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 7 of 8  ·  148 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 ADM ARCHER-DANIELS-MIDLAND CO Consumer Defensive 100.0 $7K 0.00% -9.0 -8.3% $72.44 +5.5%
122 DDOG DATADOG INC Technology 60.0 $7K 0.00% -1K -95.6% $118.05 +87.2%
123 IEX IDEX CORP Industrials 37.0 $7K 0.00% -3.0 -7.5% $191.43 +16.5%
124 EW EDWARDS LIFESCIENCES CORP Healthcare 88.0 $7K 0.00% -345.0 -79.7% $80.08 +8.1%
125 MELI MERCADOLIBRE INC Consumer Cyclical 4.0 $7K 0.00% -15.0 -79.0% $1729.00 -7.7%
126 SANDISK CORPORATION 10.0 $6K 0.00% -4.0 -28.6% $635.30
127 KDP KEURIG DR PEPPER INC Consumer Defensive 231.0 $6K 0.00% -164.0 -41.5% $26.34 +15.9%
128 VRTX VERTEX PHARMACEUTICALS INC Healthcare 13.0 $6K 0.00% -74.0 -85.1% $446.54 +4.8%
129 IEMG ISHARES CORE MSCI EMERGING 83.0 $6K 0.00% -1.0 -1.2% $69.92 +17.3%
130 Q QNITY ELECTRONICS INC Technology 47.0 $5K 0.00% -16.0 -25.4% $115.55 +42.2%
131 NOW SERVICENOW INC Technology 50.0 $5K 0.00% -230.0 -82.1% $104.56 -7.4%
132 TGT TARGET CORP Consumer Defensive 42.0 $5K 0.00% -5.0 -10.6% $121.43 +10.3%
133 SPYM SPDR SERIES TRUST 62.0 $5K 0.00% -184.0 -74.8% $76.69 +13.1%
134 ALB ALBEMARLE CORPORATION Basic Materials 26.0 $5K 0.00% -612.0 -95.9% $179.73 -16.0%
135 DD DUPONT DE NEMOURS INC Basic Materials 96.0 $4K 0.00% -32.0 -25.0% $45.93 +3.0%
136 KEYS KEYSIGHT TECHNOLOGIES INC Technology 15.0 $4K 0.00% -3.0 -16.7% $282.40 +25.8%
137 CARR CARRIER GLOBAL CORPORATION Industrials 74.0 $4K 0.00% -3K -97.9% $56.08 +26.5%
138 NXPI NXP SEMICONDUCTORS N V Technology 18.0 $4K 0.00% -70.0 -79.5% $196.83 +53.1%
139 IBBQ INVESCO EXCHANGE TRADED FD TR 98.0 $3K 0.00% -1.0 -1.0% $29.12 +5.9%
140 IREN IREN LIMITED Financial Services 70.0 $2K 0.00% -2K -96.9% $34.29 +61.9%
Page 7 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%