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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 23 of 30  ·  589 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
441 TGT TARGET CORP Consumer Defensive 42.0 $5K 0.00% -5.0 -10.6% $121.43 +10.4%
442 KHC KRAFT HEINZ COMPANY (THE) Consumer Defensive 227.0 $5K 0.00% NEW $22.46 +0.1%
443 AIR LIQUIDE-ADR 124.0 $5K 0.00% NEW $41.00
444 WOR WORTHINGTON ENTERPRISES INC Industrials 96.0 $5K 0.00% NEW $51.98 +18.3%
445 TTWO TAKE TWO INTERACTIVE SOFTWARE Communication Services 25.0 $5K 0.00% NEW $197.52 +22.8%
446 VKTX VIKING THERAPEUTICS INC Healthcare 150.0 $5K 0.00% $32.54 -0.5%
447 SPYM SPDR SERIES TRUST 62.0 $5K 0.00% -184.0 -74.8% $76.69 +12.6%
448 STX SEAGATE TECHNOLOGY HOLDINGS Technology 12.0 $5K 0.00% $396.00 +162.3%
449 GBX GREENBRIER COMPANIES INC Industrials 90.0 $5K 0.00% NEW $52.72 -4.9%
450 ALB ALBEMARLE CORPORATION Basic Materials 26.0 $5K 0.00% -612.0 -95.9% $179.73 -16.6%
451 UFPI UFP INDUSTRIES INC Basic Materials 50.0 $5K 0.00% $92.84 -9.5%
452 WBD WARNER BROS DISCOVERY INC Communication Services 167.0 $5K 0.00% NEW $27.46 -1.9%
453 DTE DTE ENERGY COMPANY Utilities 31.0 $5K 0.00% NEW $147.48 +1.2%
454 RMD RESMED INC Healthcare 20.0 $5K 0.00% NEW $228.40 -16.3%
455 PAYX PAYCHEX INC Industrials 49.0 $4K 0.00% NEW $91.51 +7.1%
456 BMRN BIOMARIN PHARMACEUTICAL INC Healthcare 79.0 $4K 0.00% $56.49 +0.0%
457 BIO BIO-RAD LABORATORIES INC CL A Healthcare 16.0 $4K 0.00% $278.75 -3.0%
458 VIRTUS EQUITY & CONVERTIBLE 190.0 $4K 0.00% +7.0 +3.8% $23.41
459 INGR INGREDION INC Consumer Defensive 39.0 $4K 0.00% NEW $113.46 -13.6%
460 DD DUPONT DE NEMOURS INC Basic Materials 96.0 $4K 0.00% -32.0 -25.0% $45.93 +1.6%
Page 23 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%