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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 14 of 43  ·  846 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 G GENPACT LIMITED Technology 926.0 $25K 0.01% -25K -96.4% $27.50 +34.1%
262 AMN AMN HEALTHCARE SVCS INC Healthcare 786.0 $25K 0.01% $32.37 +5.8%
263 KNX KNIGHT SWIFT TRANSPORTATION Industrials 325.0 $25K 0.01% $77.78 -10.6%
264 HCA HCA HEALTHCARE INC Healthcare 64.0 $25K 0.01% +1.0 +1.6% $391.89 +9.0%
265 SNDK SANDISK CORPORATION Technology 11.0 $25K 0.01% +1.0 +10.0% $2273.73 -34.1%
266 SHOP SHOPIFY INC Technology 219.0 $25K 0.01% $114.18 +31.6%
267 EHC ENCOMPASS HEALTH CORPORATION Healthcare 247.0 $25K 0.01% -51.0 -17.1% $101.18 +19.4%
268 XLP SELECT SECTOR SPDR TRUST 292.0 $24K 0.01% +2.0 +0.7% $83.13 +3.8%
269 XE X ENERGY INC Industrials 1,292.0 $24K 0.01% NEW $18.36 -0.5%
270 ADI ANALOG DEVICES INC Technology 59.0 $23K 0.01% +15.0 +34.1% $397.95 -6.6%
271 CDE COEUR MINING INC Basic Materials 1,423.0 $23K 0.01% -759.0 -34.8% $16.32 +31.4%
272 VLO VALERO ENERGY CORP NEW Energy 87.0 $23K 0.01% $260.87 +33.4%
273 SNOW SNOWFLAKE INC Technology 89.0 $23K 0.01% -29.0 -24.6% $254.51 +23.9%
274 FORTINET INC 145.0 $22K 0.01% +50.0 +52.6% $153.62
275 CMBS ISHARES CMBS ETF 457.0 $22K 0.01% +4.0 +0.9% $48.62 -0.5%
276 BBJP J P MORGAN EXCHANGE TRADED FD 294.0 $22K 0.01% NEW $75.31 +2.3%
277 XLB SELECT SECTOR SPDR FUND 430.0 $22K 0.01% $50.82 +5.6%
278 MFC MANULIFE FINANCIAL CORP Financial Services 537.0 $22K 0.01% +83.0 +18.3% $40.53 +6.7%
279 VFC VF CORPORATION Consumer Cyclical 1,302.0 $22K 0.01% $16.68 -16.7%
280 LOGI LOGITECH INTERNATIONAL SA Technology 227.0 $21K 0.01% -4K -95.0% $93.93 +6.7%
Page 14 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%