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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 24 of 30  ·  589 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
461 LBRDK LIBERTY BROADBAND CORPORATION Communication Services 86.0 $4K 0.00% NEW $50.30 -38.7%
462 KEYS KEYSIGHT TECHNOLOGIES INC Technology 15.0 $4K 0.00% -3.0 -16.7% $282.40 +24.9%
463 CARR CARRIER GLOBAL CORPORATION Industrials 74.0 $4K 0.00% -3K -97.9% $56.08 +26.2%
464 ASTS AST SPACEMOBILE INC Technology 50.0 $4K 0.00% $82.88 -12.1%
465 CIBR FIRST TRUST EXCHANGE TRADED 65.0 $4K 0.00% $62.42 +34.9%
466 CC CHEMOURS COMPANY (THE) Basic Materials 184.0 $4K 0.00% NEW $21.97 -9.2%
467 TMUS T MOBILE US INC Communication Services 19.0 $4K 0.00% NEW $212.16 -13.0%
468 ZM ZOOM COMMUNICATIONS INC Technology 50.0 $4K 0.00% $80.40 +4.9%
469 LCII LCI INDUSTRIES Consumer Cyclical 33.0 $4K 0.00% +1.0 +3.1% $121.48 -24.1%
470 VNO VORNADO REALTY TRUST Real Estate 153.0 $4K 0.00% NEW $26.04 +44.3%
471 AIOT POWERFLEET INC Technology 1,279.0 $4K 0.00% $3.08 +25.0%
472 OI O I GLASS INC Consumer Cyclical 368.0 $4K 0.00% $10.51 -13.5%
473 BCC BOISE CASCADE COMPANY Basic Materials 50.0 $4K 0.00% $76.30 -5.9%
474 SOFI SOFI TECHNOLOGIES INC Financial Services 237.0 $4K 0.00% +151.0 +175.6% $15.88 +8.9%
475 PHIN PHINIA INC Consumer Cyclical 53.0 $4K 0.00% $68.75 +17.1%
476 LEA LEAR CORPORATION Consumer Cyclical 30.0 $4K 0.00% NEW $121.07 +12.9%
477 EHAB ENHABIT INC Healthcare 256.0 $4K 0.00% $14.09 -2.1%
478 MARA MARA HOLDINGS INC Financial Services 440.0 $4K 0.00% NEW $8.16 +80.2%
479 NXPI NXP SEMICONDUCTORS N V Technology 18.0 $4K 0.00% -70.0 -79.5% $196.83 +52.4%
480 RHI ROBERT HALF INC Industrials 139.0 $4K 0.00% NEW $25.35 +15.7%
Page 24 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%