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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 12 of 30  ·  589 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 VUG VANGUARD INDEX FUNDS 100.0 $44K 0.01% NEW $437.72 -80.8%
222 XLV SELECT SECTOR SPDR TRUST 298.0 $44K 0.01% -80.0 -21.2% $146.42 +3.9%
223 IJK ISHARES S&P MID CAP 400 GROWTH 432.0 $43K 0.01% NEW $100.59 +13.9%
224 EMR EMERSON ELECTRIC CO Industrials 329.0 $43K 0.01% NEW $130.88 +9.4%
225 DUSB DIMENSIONAL ETF TRUST 847.0 $43K 0.01% -288.0 -25.4% $50.74 -0.1%
226 CDE COEUR MINING INC Basic Materials 2,182.0 $41K 0.01% NEW $18.77 -13.1%
227 GNK GENCO SHIPPING & TRADING Industrials 1,705.0 $38K 0.01% +37.0 +2.2% $22.55 +10.2%
228 XNTK SPDR SERIES TRUST 139.0 $36K 0.01% $255.76 +44.1%
229 FDX FEDEX CORP Industrials 99.0 $35K 0.01% -98.0 -49.8% $355.69 -10.8%
230 VOX VANGUARD WORLD FUNDS 192.0 $35K 0.01% -831.0 -81.2% $180.31 +1.4%
231 GLW CORNING INC Technology 250.0 $34K 0.01% NEW $136.24 +42.4%
232 WPC W P CAREY INC Real Estate 499.0 $34K 0.01% +6.0 +1.2% $68.01 +5.0%
233 ABBV ABBVIE INC Healthcare 153.0 $33K 0.01% -68.0 -30.8% $217.06 +8.2%
234 PLUS EPLUS INC Technology 438.0 $33K 0.01% NEW $75.26 +5.2%
235 IBB ISHARES TR 193.0 $33K 0.01% NEW $168.76 +5.5%
236 DE DEERE & CO Industrials 57.0 $32K 0.01% NEW $566.53 +4.5%
237 FPI FARMLAND PARTNERS INC Real Estate 2,812.0 $32K 0.01% +70.0 +2.5% $11.23 -12.5%
238 WSO WATSCO INC Industrials 86.0 $31K 0.01% NEW $365.55 +8.6%
239 MLI MUELLER INDUSTRIES INC Industrials 284.0 $31K 0.01% NEW $110.62 +23.2%
240 PANW PALO ALTO NETWORKS INC Technology 195.0 $31K 0.01% NEW $160.32 +81.5%
Page 12 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%