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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 19 of 30  ·  589 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
361 TMHC TAYLOR MORRISON HOME Consumer Cyclical 176.0 $10K 0.00% $58.24 +23.0%
362 IWM ISHARES RUSSELL 2000 ETF 40.0 $10K 0.00% NEW $249.28 +18.5%
363 EOG EOG RES INC Energy 68.0 $10K 0.00% -118.0 -63.4% $145.10 -7.0%
364 HUN HUNTSMAN CORP Basic Materials 732.0 $10K 0.00% NEW $13.31 -14.5%
365 EXC EXELON CORPORATION Utilities 192.0 $9K 0.00% +2.0 +1.1% $48.90 -4.7%
366 BKR BAKER HUGHES COMPANY Energy 151.0 $9K 0.00% $61.15 -4.0%
367 MUR MURPHY OIL CORPORATION Energy 218.0 $9K 0.00% NEW $41.32 -12.8%
368 ESSILORLUXOTTICA 78.0 $9K 0.00% NEW $114.29
369 EAT BRINKER INTERNATIONAL INC Consumer Cyclical 62.0 $9K 0.00% NEW $142.77 +15.0%
370 QUBT QUANTUM COMPUTING INC Technology 1,291.0 $9K 0.00% $6.85 +53.1%
371 HP HELMERICH & PAYNE INC Energy 236.0 $8K 0.00% NEW $36.00 -1.1%
372 BYD CO LTD 600.0 $8K 0.00% NEW $13.69
373 CGNX COGNEX CORP Technology 168.0 $8K 0.00% NEW $48.86 +30.9%
374 AIZ ASSURANT INC Financial Services 38.0 $8K 0.00% +1.0 +2.7% $215.71 +23.0%
375 KVUE KENVUE INC Consumer Defensive 464.0 $8K 0.00% -346.0 -42.7% $17.25 +6.8%
376 LONZA GROUP AG ZUERICH 126.0 $8K 0.00% NEW $62.82
377 AOD ABRDN TOTAL DYNAMIC DIVIDEND Financial Services 858.0 $8K 0.00% +35.0 +4.2% $9.21 +10.0%
378 ARCB ARCBEST CORPORATION Industrials 80.0 $8K 0.00% $98.66 +45.7%
379 HXL HEXCEL CORP NEW Industrials 97.0 $8K 0.00% NEW $81.26 +18.3%
380 ARM ARM HOLDINGS PLC Technology 52.0 $8K 0.00% $151.29 +142.2%
Page 19 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%