BullishAgent BullishAgent
EDGAR Earnings Ratings Insiders Shorts
ETFs Screener
Sign in Register
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 12 of 43  ·  846 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 COHR COHERENT CORP Technology 105.0 $41K 0.01% +5.0 +5.0% $394.47 -25.4%
222 WPM WHEATON PRECIOUS METALS Basic Materials 366.0 $41K 0.01% $112.20 +39.1%
223 CVX CHEVRON CORPORATION Energy 247.0 $41K 0.01% +34.0 +16.0% $165.47 +21.0%
224 B BARRICK MNG CORP Basic Materials 1,107.0 $41K 0.01% $36.73 +28.0%
225 WAT WATERS CORP Healthcare 107.0 $40K 0.01% -1K -90.6% $375.04 +10.4%
226 PAAS PAN AMERICAN SILVER CORP Basic Materials 880.0 $39K 0.01% $44.79 +17.5%
227 DE DEERE & CO Industrials 61.0 $39K 0.01% +4.0 +7.0% $639.39 -0.8%
228 PLUS EPLUS INC Technology 455.0 $38K 0.01% +17.0 +3.9% $83.20 +3.6%
229 BAYERISCHE MOTOREN WERKE 1,725.0 $38K 0.01% $21.82
230 MNST MONSTER BEVERAGE CORPORATION Consumer Defensive 386.0 $37K 0.01% +14.0 +3.8% $96.12 -50.3%
231 HIW HIGHWOODS PROPERTIES INC Real Estate 1,224.0 $37K 0.01% +20.0 +1.7% $30.16 +4.5%
232 IBB ISHARES TR 193.0 $37K 0.01% $190.10 +13.2%
233 CAT CATERPILLAR INC Industrials 34.0 $36K 0.01% +3.0 +9.7% $1071.47 -23.3%
234 AG FIRST MAJESTIC SILVER CORP Basic Materials 2,134.0 $36K 0.01% $16.96 +23.7%
235 DELL DELL TECHNOLOGIES INC Technology 84.0 $36K 0.01% +3.0 +3.7% $430.79 +7.7%
236 WSO WATSCO INC Industrials 86.0 $36K 0.01% $416.17 -24.5%
237 LIN LINDE PLC Basic Materials 68.0 $35K 0.01% +6.0 +9.7% $519.32 -5.6%
238 MLI MUELLER INDUSTRIES INC Industrials 284.0 $35K 0.01% $123.04 -47.9%
239 ENFR ALERIAN ENERGY INFRASTRUCTURE 916.0 $35K 0.01% +460.0 +100.9% $38.10 +5.0%
240 QBTS D WAVE QUANTUM INC Technology 1,433.0 $34K 0.01% $23.99 -27.0%
Page 12 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%