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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 15 of 30  ·  589 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 KNX KNIGHT SWIFT TRANSPORTATION Industrials 324.0 $19K 0.01% NEW $57.54 +28.6%
282 SNOW SNOWFLAKE INC Technology 118.0 $18K 0.00% NEW $150.82 +52.8%
283 ABB LTD 226.0 $18K 0.00% NEW $78.70
284 GGN GAMCO GLOBAL GOLD NATURAL Financial Services 3,297.0 $18K 0.00% -209.0 -6.0% $5.32 -8.8%
285 KGC KINROSS GOLD CORP Basic Materials 572.0 $17K 0.00% NEW $30.52 -18.1%
286 ENFR ALERIAN ENERGY INFRASTRUCTURE 456.0 $17K 0.00% +109.0 +31.4% $38.25 +0.6%
287 AA ALCOA CORPORATION Basic Materials 262.0 $17K 0.00% $66.44 -17.1%
288 CNQ CANADIAN NATURAL RESOURCES Energy 356.0 $17K 0.00% NEW $48.76 -15.9%
289 GRMN GARMIN LTD Technology 75.0 $17K 0.00% -3.0 -3.9% $230.80 +2.4%
290 TEL TE CONNECTIVITY PLC Technology 82.0 $17K 0.00% $210.02 -3.3%
291 AEM AGNICO EAGLE MINES LIMITED Basic Materials 84.0 $17K 0.00% NEW $202.98 -21.1%
292 FIDU FIDELITY MSCI INDUSTRIALS 197.0 $17K 0.00% NEW $86.49 +11.1%
293 SU SUNCOR ENERGY INC Energy 257.0 $17K 0.00% NEW $66.20 -14.7%
294 CTAS CINTAS CORP Industrials 100.0 $17K 0.00% NEW $169.93 -0.7%
295 BHP BHP GROUP LIMITED Basic Materials 231.0 $17K 0.00% +5.0 +2.2% $72.77 +13.0%
296 XLRE SELECT SECTOR SPDR TRUST 407.0 $17K 0.00% $40.85 +9.3%
297 DVN DEVON ENERGY CORPORATION NEW Energy 330.0 $17K 0.00% -72.0 -17.9% $50.28 -13.7%
298 XLU SELECT SECTOR SPDR TRUST 358.0 $16K 0.00% +3.0 +0.8% $45.83 -1.7%
299 DAN DANA INCORPORATED Consumer Cyclical 477.0 $16K 0.00% NEW $33.65 -14.7%
300 TRV THE TRAVELERS COMPANIES INC Financial Services 55.0 $16K 0.00% $291.51 +8.7%
Page 15 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%