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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 26 of 30  ·  589 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
501 WCC WESCO INTERNATIONAL INC Industrials 9.0 $2K 0.00% $274.67 +31.1%
502 ILMN ILLUMINA INC Healthcare 20.0 $2K 0.00% NEW $123.25 +32.9%
503 U HAUL HOLDING COMPANY 54.0 $2K 0.00% $44.78
504 IREN IREN LIMITED Financial Services 70.0 $2K 0.00% -2K -96.9% $34.29 +63.8%
505 HE HAWAIIAN ELECTRIC INDUSTRIES Utilities 162.0 $2K 0.00% NEW $14.80 -10.6%
506 RVTY REVVITY INC Healthcare 27.0 $2K 0.00% NEW $88.26 +13.5%
507 QTUM ETF SER SOLUTIONS 22.0 $2K 0.00% -1.0 -4.3% $107.95 +52.2%
508 INCY INCYTE CORPORATION Healthcare 25.0 $2K 0.00% +15.0 +150.0% $94.12 +11.7%
509 ACLS AXCELIS TECHNOLOGIES INC Technology 25.0 $2K 0.00% $93.08 +85.5%
510 INDY ISHARES 55.0 $2K 0.00% NEW $42.24 +2.3%
511 BTC GRAYSCALE BITCOIN MINI TR ETF Financial Services 71.0 $2K 0.00% NEW $29.99 -7.7%
512 SPSC SPS COMM INC Technology 38.0 $2K 0.00% $55.66 -0.6%
513 DTM DT MIDSTREAM INC Energy 15.0 $2K 0.00% $135.60 +8.1%
514 COKE COCA COLA CONSOLIDATED INC Consumer Defensive 10.0 $2K NEW $193.30 -5.6%
515 WGO WINNEBAGO INDUSTRIES INC Consumer Cyclical 61.0 $2K NEW $31.21 -9.1%
516 SOLV SOLVENTUM CORPORATION Healthcare 29.0 $2K -29.0 -50.0% $65.31 +12.4%
517 BBSI BARRETT BUSINESS SERVICES INC Industrials 63.0 $2K $29.38 +13.6%
518 NOBL PROSHARES S&P 500 DIVIDEND 17.0 $2K $106.41 -48.2%
519 CLVT CLARIVATE PLC Technology 686.0 $2K $2.53 -23.9%
520 KSS KOHLS CORP Consumer Cyclical 134.0 $2K NEW $12.88 +37.2%
Page 26 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%