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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 17 of 43  ·  846 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
321 SO SOUTHERN CO Utilities 161.0 $15K 0.00% +10.0 +6.6% $95.52 -7.4%
322 PSX PHILLIPS 66 Energy 90.0 $15K 0.00% +14.0 +18.4% $169.59 +41.2%
323 NET CLOUDFLARE INC Technology 62.0 $15K 0.00% $245.27 +23.3%
324 MTH MERITAGE HOMES CORPORATION Consumer Cyclical 178.0 $15K 0.00% +1.0 +0.6% $83.62 -15.2%
325 VLTO VERALTO CORPORATION Industrials 164.0 $15K 0.00% $88.65 +10.9%
326 EWZ ISHARES INC 418.0 $14K 0.00% +4.0 +1.0% $34.54 +3.0%
327 VMC VULCAN MATERIALS CO Basic Materials 49.0 $14K 0.00% +21.0 +75.0% $292.84 -6.5%
328 CNQ CANADIAN NATURAL RESOURCES Energy 360.0 $14K 0.00% +4.0 +1.1% $39.46 +25.8%
329 SU SUNCOR ENERGY INC Energy 259.0 $14K 0.00% +2.0 +0.8% $53.76 +22.5%
330 QAT ISHARES TRUST 773.0 $14K 0.00% +25.0 +3.3% $18.00 -3.6%
331 AME AMETEK INC NEW Industrials 57.0 $14K 0.00% +2.0 +3.6% $242.09 +0.6%
332 AA ALCOA CORPORATION Basic Materials 263.0 $14K 0.00% $52.10 -2.5%
333 VGIT VANGUARD SCOTTSDALE FUNDS 232.0 $14K 0.00% +2.0 +0.9% $58.94 -0.8%
334 DVN DEVON ENERGY CORPORATION NEW Energy 329.0 $14K 0.00% $41.32 +12.6%
335 KGC KINROSS GOLD CORP Basic Materials 572.0 $14K 0.00% $23.62 +38.0%
336 KSA ISHARES TRUST 360.0 $13K 0.00% +6.0 +1.7% $37.28 +5.5%
337 VWO VANGUARD FTSE EMERGING MARKETS 221.0 $13K 0.00% $59.73 +2.0%
338 HEIDELBERG MATERIALS AG 345.0 $13K 0.00% $38.16
339 WELL WELLTOWER INC Real Estate 58.0 $13K 0.00% NEW $226.97 +5.5%
340 PFIG INVESCO EXCHANGE TRADED FD TR 550.0 $13K 0.00% +6.0 +1.1% $23.93 -0.9%
Page 17 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%