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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 25 of 43  ·  846 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
481 AIOT POWERFLEET INC Technology 1,279.0 $5K 0.00% $3.83 -21.7%
482 CORGI ETF TR I 150.0 $5K 0.00% NEW $31.98
483 ACLS AXCELIS TECHNOLOGIES INC Technology 25.0 $5K 0.00% $189.44 -35.4%
484 GLDG GOLDMINING INC Basic Materials 5,189.0 $5K 0.00% +3K +107.6% $0.91 +25.7%
485 COHU COHU INC Technology 63.0 $5K 0.00% NEW $73.90 -30.1%
486 FIG FIGMA INC Technology 255.0 $5K 0.00% $18.09 +69.3%
487 UFPI UFP INDUSTRIES INC Basic Materials 51.0 $5K 0.00% +1.0 +2.0% $90.04 -5.2%
488 OXY OCCIDENTAL PETE CORP Energy 94.0 $5K 0.00% +8.0 +9.3% $48.61 +21.7%
489 LNTH LANTHEUS HOLDINGS INC Healthcare 41.0 $5K 0.00% $110.95 -9.4%
490 MCO MOODYS CORP Financial Services 10.0 $5K 0.00% NEW $453.70 +12.2%
491 PM PHILIP MORRIS INTERNATIONAL Consumer Defensive 25.0 $5K 0.00% NEW $180.92 +5.3%
492 BMRN BIOMARIN PHARMACEUTICAL INC Healthcare 79.0 $5K 0.00% $57.22 +14.1%
493 UHS UNIVERSAL HEALTH SERVICES INC Healthcare 30.0 $4K 0.00% $149.20 +15.7%
494 REGCO REGENCY CENTERS CORPORATION 56.0 $4K 0.00% NEW $79.73
495 GBX GREENBRIER COMPANIES INC Industrials 91.0 $4K 0.00% +1.0 +1.1% $48.87 -5.6%
496 XYLD GLOBAL X FUNDS 109.0 $4K 0.00% NEW $40.79 +1.8%
497 PHIN PHINIA INC Consumer Cyclical 53.0 $4K 0.00% $83.06 -18.0%
498 EQT EQT CORPORATION Energy 82.0 $4K 0.00% NEW $53.17 +3.0%
499 RHI ROBERT HALF INC Industrials 141.0 $4K 0.00% +2.0 +1.4% $30.74 +46.3%
500 PWR QUANTA SERVICES INC Industrials 6.0 $4K 0.00% +1.0 +20.0% $720.50 -13.7%
Page 25 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%