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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 10 of 43  ·  846 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 DHI D R HORTON INC Consumer Cyclical 428.0 $70K 0.02% +6.0 +1.4% $163.01 -8.4%
182 RIO RIO TINTO PLC Basic Materials 733.0 $70K 0.01% +251.0 +52.1% $94.91 +10.3%
183 MPC MARATHON PETE CORP Energy 271.0 $69K 0.01% $255.57 +41.8%
184 PPLT ABRDN PLATINUM ETF TRUST Financial Services 4,750.0 $67K 0.01% +4K +1288.9% $14.13 +17.6%
185 INDA ISHARES TR 1,354.0 $67K 0.01% $49.39 +0.7%
186 VTV VANGUARD INDEX FUNDS 307.0 $67K 0.01% +2.0 +0.7% $217.63 +4.2%
187 GLW CORNING INC Technology 253.0 $65K 0.01% +3.0 +1.2% $255.25 -40.1%
188 SNAP SNAP INC Communication Services 14,319.0 $64K 0.01% -101.0 -0.7% $4.44 +22.1%
189 MBB ISHARES TRUST 666.0 $63K 0.01% +7.0 +1.1% $94.51 -1.0%
190 MOS MOSAIC COMPANY Basic Materials 2,921.0 $62K 0.01% +15.0 +0.5% $21.19 +14.0%
191 GSL GLOBAL SHIP LEASE INC Industrials 1,615.0 $61K 0.01% +26.0 +1.6% $37.60 +17.5%
192 TDS TELEPHONE & DATA SYSTEM INC Communication Services 1,618.0 $60K 0.01% $37.01 -10.1%
193 XEL XCEL ENERGY INC Utilities 738.0 $59K 0.01% +14.0 +1.9% $80.26 -3.2%
194 TKO TKO GROUP HOLDINGS INC Communication Services 292.0 $59K 0.01% $201.26 -6.6%
195 O REALTY INCOME CORP Real Estate 945.0 $59K 0.01% +12.0 +1.3% $61.95 +0.5%
196 JCI JOHNSON CONTROLS Industrials 394.0 $58K 0.01% +32.0 +8.8% $146.14 -1.2%
197 AVY AVERY DENNISON CORP Industrials 343.0 $56K 0.01% $162.40 +12.3%
198 LMT LOCKHEED MARTIN CORP Industrials 108.0 $55K 0.01% $511.69 +10.5%
199 GXC SPDR INDEX SHS FDS 633.0 $55K 0.01% +5.0 +0.8% $86.54 +5.2%
200 XNTK SPDR SERIES TRUST 139.0 $54K 0.01% $391.59 -8.9%
Page 10 of 43  ·  846 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%