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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 13 of 30  ·  589 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 AMT AMERICAN TOWER CORPORATION Real Estate 179.0 $31K 0.01% -455.0 -71.8% $172.56 +4.0%
242 LIN LINDE PLC Basic Materials 62.0 $31K 0.01% -6.0 -8.8% $494.58 +3.6%
243 XLE SELECT SECTOR SPDR TRUST 500.0 $31K 0.01% +3.0 +0.6% $61.29 -11.2%
244 ORCL ORACLE CORPORATION Technology 207.0 $31K 0.01% -624.0 -75.1% $147.43 +12.0%
245 SBRA SABRA HEALTH CARE REIT INC Real Estate 1,567.0 $30K 0.01% +22.0 +1.4% $19.23 -3.1%
246 HCA HCA HEALTHCARE INC Healthcare 63.0 $30K 0.01% -700.0 -91.7% $474.76 -18.5%
247 EHC ENCOMPASS HEALTH CORPORATION Healthcare 298.0 $29K 0.01% $96.81 +3.2%
248 KBS REAL ESTATE INVT TR III 10,398.0 $28K 0.01% NEW $2.70
249 MGA MAGNA INTERNATIONAL INC Consumer Cyclical 491.0 $27K 0.01% NEW $55.81 +15.5%
250 INTC INTEL CORP Technology 615.0 $27K 0.01% NEW $44.11 +199.9%
251 MNST MONSTER BEVERAGE CORPORATION Consumer Defensive 372.0 $27K 0.01% -9.0 -2.4% $72.46 +29.3%
252 PCAR PACCAR INC Industrials 232.0 $27K 0.01% NEW $115.52 +1.1%
253 PHO INVESCO EXCHANGE TRADED FUND 395.0 $26K 0.01% -34.0 -7.9% $66.87 -0.4%
254 SHOP SHOPIFY INC Technology 219.0 $26K 0.01% -3K -92.9% $118.62 -9.2%
255 HIW HIGHWOODS PROPERTIES INC Real Estate 1,204.0 $26K 0.01% NEW $21.40 +38.0%
256 SMH VANECK ETF TR 66.0 $25K 0.01% -2K -96.4% $384.82 +61.5%
257 TER TERADYNE INC Technology 83.0 $25K 0.01% NEW $297.46 +41.2%
258 BP BP P L C SPONSORED ADR Energy 519.0 $24K 0.01% -934.0 -64.3% $47.03 -16.4%
259 STLD STEEL DYNAMICS INC Basic Materials 133.0 $24K 0.01% NEW $180.53 +35.0%
260 AMGN AMGEN INC Healthcare 68.0 $24K 0.01% -70.0 -50.7% $351.68 -1.3%
Page 13 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%