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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 20 of 43  ·  846 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
381 ITW ILLINOIS TOOL WORKS INC Industrials 36.0 $10K 0.00% +14.0 +63.6% $273.67 +2.9%
382 ORCL ORACLE CORPORATION Technology 67.0 $10K 0.00% -140.0 -67.6% $146.60 +3.6%
383 SAP SAP SE Technology 62.0 $10K 0.00% +1.0 +1.6% $154.50 +43.2%
384 EXC EXELON CORPORATION Utilities 204.0 $10K 0.00% +12.0 +6.2% $46.68 -5.8%
385 EQIX EQUINIX INC Real Estate 9.0 $9K 0.00% NEW $1046.78 +2.8%
386 KVUE KENVUE INC Consumer Defensive 493.0 $9K 0.00% +29.0 +6.2% $19.10 +0.5%
387 BKR BAKER HUGHES COMPANY Energy 169.0 $9K 0.00% +18.0 +11.9% $55.43 +12.0%
388 ZS ZSCALER INC Technology 66.0 $9K 0.00% +15.0 +29.4% $141.15 +32.7%
389 BITB BITWISE BITCOIN ETF Financial Services 292.0 $9K 0.00% $31.86 +36.2%
390 AOD ABRDN TOTAL DYNAMIC DIVIDEND Financial Services 884.0 $9K 0.00% +26.0 +3.0% $10.31 +3.0%
391 VGSH VANGUARD SCOTTSDALE FUNDS 155.0 $9K 0.00% NEW $58.20 -0.1%
392 BITW BITWISE 10 CRYPTO INDEX ETF Financial Services 240.0 $9K 0.00% $37.58 +39.4%
393 EW EDWARDS LIFESCIENCES CORP Healthcare 99.0 $9K 0.00% +11.0 +12.5% $90.46 -0.6%
394 KMB KIMBERLY CLARK CORPORATION Consumer Defensive 81.0 $9K 0.00% +14.0 +20.9% $109.90 +0.1%
395 MAN MANPOWERGROUP Industrials 257.0 $9K 0.00% +5.0 +2.0% $33.73 +84.4%
396 UNP UNION PACIFIC CORP Industrials 32.0 $9K 0.00% +6.0 +23.1% $269.34 +14.2%
397 VEA VANGUARD FTSE DEVELOPED 121.0 $9K 0.00% +1.0 +0.8% $71.14 +3.2%
398 LONZA GROUP AG ZUERICH 126.0 $9K 0.00% $67.67
399 IEX IDEX CORP Industrials 37.0 $9K 0.00% $229.97 +1.7%
400 IP INTERNATIONAL PAPER CO Consumer Cyclical 221.0 $8K 0.00% +2.0 +0.9% $38.14 +4.6%
Page 20 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%