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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 11 of 30  ·  589 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 ACLX ARCELLX INC Healthcare 500.0 $57K 0.01% NEW $114.82 +0.2%
202 O REALTY INCOME CORP Real Estate 933.0 $57K 0.01% NEW $61.16 +0.6%
203 GILD GILEAD SCIENCES INC Healthcare 404.0 $56K 0.01% NEW $139.38 -10.3%
204 SGOV ISHARES TRUST 551.0 $55K 0.01% -146.0 -20.9% $100.72 -0.1%
205 FLS FLOWSERVE CORP Industrials 712.0 $52K 0.01% -316.0 -30.7% $73.46 +8.9%
206 XLY SELECT SECTOR SPDR TRUST 476.0 $52K 0.01% $108.94 +4.4%
207 BAYERISCHE MOTOREN WERKE 1,725.0 $52K 0.01% NEW $29.96
208 TWLO TWILIO INC Communication Services 396.0 $50K 0.01% -2K -82.4% $125.82 +46.3%
209 ANGLOGOLD ASHANTI PLC 511.0 $50K 0.01% NEW $97.45
210 KMI KINDER MORGAN INC Energy 1,467.0 $49K 0.01% -122.0 -7.7% $33.54 -3.0%
211 PAAS PAN AMERICAN SILVER CORP Basic Materials 879.0 $48K 0.01% NEW $54.60 -15.3%
212 WPM WHEATON PRECIOUS METALS Basic Materials 365.0 $48K 0.01% NEW $131.01 -7.1%
213 TJX TJX COMPANIES INC NEW Consumer Cyclical 298.0 $48K 0.01% NEW $159.65 +2.9%
214 JCI JOHNSON CONTROLS Industrials 362.0 $47K 0.01% -27.0 -6.9% $130.98 +7.9%
215 AG FIRST MAJESTIC SILVER CORP Basic Materials 2,133.0 $46K 0.01% NEW $21.48 -23.2%
216 ASHR DBX ETF TRUST 1,399.0 $46K 0.01% NEW $32.63 +10.5%
217 GEV GE VERNOVA LLC Utilities 52.0 $45K 0.01% -4.0 -7.1% $873.87 +18.4%
218 B BARRICK MNG CORP Basic Materials 1,105.0 $45K 0.01% NEW $40.77 -6.4%
219 RIO RIO TINTO PLC Basic Materials 482.0 $45K 0.01% NEW $93.36 +2.4%
220 CVX CHEVRON CORPORATION Energy 213.0 $44K 0.01% NEW $207.07 -15.0%
Page 11 of 30  ·  589 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%