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Portfolio (Quarterly) Guide ↗

Strengthening Families & Communities, LLC

· CIK 0001921196
13F Portfolio $281M AUM Filed Feb 3, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 402 New
Page 20 of 21  ·  402 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
381 CORZ CORE SCIENTIFIC INC NEW Technology 30.0 $437.0 NEW $14.57 +99.6%
382 FCPT FOUR CORNERS PPTY TR INC Real Estate 18.0 $415.0 NEW $23.06 +5.8%
383 GPN GLOBAL PMTS INC Industrials 5.0 $387.0 NEW $77.40 -15.9%
384 AISP AIRSHIP AI HLDGS INC Technology 130.0 $376.0 NEW $2.89 -1.1%
385 ZBH ZIMMER BIOMET HOLDINGS INC Healthcare 4.0 $360.0 NEW $90.00 -3.2%
386 MOH MOLINA HEALTHCARE INC Healthcare 2.0 $347.0 NEW $173.50 +13.8%
387 QS QUANTUMSCAPE CORP Consumer Cyclical 33.0 $344.0 NEW $10.42 -27.0%
388 BBWI BATH & BODY WORKS INC Consumer Cyclical 17.0 $341.0 NEW $20.06 -2.1%
389 PAYC PAYCOM SOFTWARE INC Technology 2.0 $319.0 NEW $159.50 -22.5%
390 BAX BAXTER INTL INC Healthcare 16.0 $306.0 NEW $19.12 +2.8%
391 UHAL U HAUL HOLDING COMPANY Industrials 6.0 $302.0 NEW $50.33 +23.9%
392 DEFI DEVELOPMENT CORP 50.0 $253.0 NEW $5.06
393 POOL POOL CORP Industrials 1.0 $229.0 NEW $229.00 -14.6%
394 PLUG PLUG POWER INC Industrials 100.0 $197.0 NEW $1.97 +41.6%
395 SOLS SOLSTICE ADVANCED MATLS INC Basic Materials 4.0 $194.0 NEW $48.50 +79.3%
396 MRNA MODERNA INC Healthcare 6.0 $177.0 NEW $29.50 +101.2%
397 KD KYNDRYL HLDGS INC Technology 6.0 $159.0 NEW $26.50 -59.9%
398 EBS EMERGENT BIOSOLUTIONS INC Healthcare 9.0 $111.0 NEW $12.33 -36.4%
399 OGN ORGANON & CO Healthcare 12.0 $89.0 NEW $7.42 +80.7%
400 ONL ORION PROPERTIES INC Real Estate 33.0 $75.0 NEW $2.27 +26.7%
Page 20 of 21  ·  402 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 38.3%
Communication Services 11.4%
Financial Services 10.2%
Healthcare 10.0%
Consumer Cyclical 9.6%
Industrials 8.2%
Basic Materials 5.6%
Energy 3.7%
Real Estate 1.5%
Utilities 0.8%