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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
Q2 2026 Q1 2026 · All 285 New 49 Added 148 Reduced
Page 8 of 8  ·  148 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 QTUM ETF SER SOLUTIONS 22.0 $2K 0.00% -1.0 -4.3% $107.95 +37.1%
142 SOLV SOLVENTUM CORPORATION Healthcare 29.0 $2K -29.0 -50.0% $65.31 +40.1%
143 SMCI SUPER MICRO COMPUTER INC Technology 70.0 $2K -750.0 -91.5% $22.77 +66.0%
144 VZ VERIZON COMMUNICATIONS Communication Services 30.0 $2K -619.0 -95.4% $50.20 +0.4%
145 ELV ELEVANCE HEALTH INC Healthcare 5.0 $1K -2.0 -28.6% $296.00 +36.5%
146 MDY STATE STREET SPDR S&P MIDCAP Financial Services 2.0 $1K -6.0 -75.0% $626.50 +11.4%
147 DUK DUKE ENERGY CORPORATION Utilities 8.0 $1K -10.0 -55.6% $133.12 -8.3%
148 CEG CONSTELLATION ENERGY Utilities 2.0 $561.0 -36.0 -94.7% $280.50 +0.3%
Page 8 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 31.1%
Industrials 16.1%
Healthcare 12.4%
Consumer Cyclical 11.8%
Basic Materials 8.9%
Financial Services 6.8%
Consumer Defensive 4.3%
Energy 4.1%
Communication Services 2.8%
Real Estate 1.1%