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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 14 of 30  ·  589 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 COHR COHERENT CORP Technology 100.0 $24K 0.01% NEW $238.21 +60.0%
262 XLP SELECT SECTOR SPDR TRUST 290.0 $24K 0.01% $82.04 +2.0%
263 TRFM ETF SERIES SOLUTIONS 501.0 $23K 0.01% $46.44 +30.5%
264 IGPT INVESCO EXCHANGE TRADED FD TR 400.0 $23K 0.01% $58.09 +73.0%
265 M MACYS INC Consumer Cyclical 1,283.0 $23K 0.01% +10.0 +0.8% $18.10 +32.4%
266 IEFA ISHARES TR 250.0 $23K 0.01% -3.0 -1.2% $90.57 +5.3%
267 FAST FASTENAL CO Industrials 486.0 $23K 0.01% NEW $46.42 -1.8%
268 KOPN KOPIN CORP Technology 10,000.0 $22K 0.01% NEW $2.25 +80.0%
269 CAT CATERPILLAR INC Industrials 31.0 $22K 0.01% NEW $712.48 +38.1%
270 CMBS ISHARES CMBS ETF 453.0 $22K 0.01% +3.0 +0.7% $48.69 -0.3%
271 VFC VF CORPORATION Consumer Cyclical 1,297.0 $22K 0.01% NEW $17.00 +0.2%
272 ULTA ULTA BEAUTY INC Consumer Cyclical 42.0 $22K 0.01% -1.0 -2.3% $522.71 -12.1%
273 VLO VALERO ENERGY CORP NEW Energy 87.0 $21K 0.01% -1K -92.0% $246.55 -1.1%
274 XLB SELECT SECTOR SPDR FUND 428.0 $21K 0.01% $50.01 +1.7%
275 IEF ISHARES TRUST 218.0 $21K 0.01% NEW $95.44 -1.4%
276 QBTS D WAVE QUANTUM INC Technology 1,433.0 $21K 0.01% $14.43 +73.5%
277 NIO NIO INC Consumer Cyclical 3,356.0 $20K 0.01% +3K +437.0% $6.03 -15.6%
278 SSRM SSR MINING INC Basic Materials 673.0 $20K 0.01% NEW $29.40 -0.5%
279 GBTC GRAYSCALE BITCOIN TRUST ETF Financial Services 361.0 $19K 0.01% NEW $52.76 -8.4%
280 REGN REGENERON PHARMACEUTICALS INC Healthcare 24.0 $19K 0.01% -1.0 -4.0% $778.08 -20.6%
Page 14 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%