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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 18 of 43  ·  846 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
341 JPLD J P MORGAN EXCHANGE TRADED FD 251.0 $13K 0.00% NEW $52.19 -0.2%
342 TAK TAKEDA PHARMACEUTICAL Healthcare 814.0 $13K 0.00% $16.04 +12.8%
343 AEM AGNICO EAGLE MINES LIMITED Basic Materials 84.0 $13K 0.00% $155.13 +39.0%
344 DAN DANA INCORPORATED Consumer Cyclical 479.0 $13K 0.00% $27.18 +11.9%
345 EXK ENDEAVOUR SILVER CORP Basic Materials 1,563.0 $13K 0.00% $8.28 +36.1%
346 FENY FIDELITY MSCI ENERGY INDEX 436.0 $13K 0.00% +3.0 +0.7% $29.54 +16.3%
347 STX SEAGATE TECHNOLOGY HOLDINGS Technology 13.0 $13K 0.00% +1.0 +8.3% $975.92 -14.2%
348 TMHC TAYLOR MORRISON HOME Consumer Cyclical 176.0 $13K 0.00% $71.74 +1.0%
349 URI UNITED RENTALS INC Industrials 11.0 $13K 0.00% +1.0 +10.0% $1145.09 -8.4%
350 LOW LOWES COMPANIES INC Consumer Cyclical 57.0 $13K 0.00% +10.0 +21.3% $220.14 -5.4%
351 QUBT QUANTUM COMPUTING INC Technology 1,291.0 $13K 0.00% $9.70 -10.0%
352 CGNX COGNEX CORP Technology 168.0 $12K 0.00% $72.32 -13.3%
353 VFH VANGUARD SECTOR INDEX FDS 92.0 $12K 0.00% $132.07 +7.5%
354 IWM ISHARES RUSSELL 2000 ETF 40.0 $12K 0.00% $302.73 -0.8%
355 CDNS CADENCE DESIGN SYSTEMS INC Technology 32.0 $12K 0.00% +11.0 +52.4% $375.31 -8.8%
356 UTHR UNITED THERAPEUTICS CORP DEL Healthcare 22.0 $12K 0.00% $541.82 -3.9%
357 HIMS HIMS & HERS HEALTH INC Healthcare 341.0 $12K 0.00% +301.0 +752.5% $34.67 -10.4%
358 PSL INVESCO EXCHANGE TRADED FD TR 104.0 $12K 0.00% $111.91 +3.6%
359 CACI CACI INTERNATIONAL INC-CL A Technology 25.0 $12K 0.00% $463.28 +35.2%
360 ARCB ARCBEST CORPORATION Industrials 80.0 $12K 0.00% $144.11 -3.6%
Page 18 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%