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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 26 of 43  ·  846 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
501 ZM ZOOM COMMUNICATIONS INC Technology 50.0 $4K 0.00% $86.32 +16.2%
502 LUV SOUTHWEST AIRLINES CO Industrials 83.0 $4K 0.00% +12.0 +16.9% $51.63 -23.0%
503 DLR DIGITAL REALTY TRUST INC Real Estate 23.0 $4K 0.00% NEW $180.65 +6.3%
504 ODFL OLD DOMINION FREIGHT LINES INC Industrials 19.0 $4K 0.00% NEW $216.79 -7.7%
505 TMUS T MOBILE US INC Communication Services 24.0 $4K 0.00% +5.0 +26.3% $169.83 +4.7%
506 LEA LEAR CORPORATION Consumer Cyclical 30.0 $4K 0.00% $134.07 -7.8%
507 WCN WASTE CONNECTIONS INC Industrials 24.0 $4K 0.00% NEW $166.71 -0.6%
508 FIX COMFORT SYSTEMS USA INC Industrials 2.0 $4K 0.00% NEW $1982.50 -18.5%
509 C CITIGROUP INC Financial Services 28.0 $4K 0.00% NEW $139.96 -5.2%
510 BCC BOISE CASCADE COMPANY Basic Materials 50.0 $4K 0.00% $78.32 +0.6%
511 FUTY FIDELITY COVINGTON TR 66.0 $4K 0.00% NEW $58.42 -4.6%
512 SPYD SPDR SERIES TRUST 80.0 $4K 0.00% NEW $47.71 +4.8%
513 RTX RTX CORPORATION Industrials 20.0 $4K 0.00% NEW $189.75 +11.8%
514 VHT VANGUARD WORLD FUNDS 13.0 $4K 0.00% $290.69 +11.1%
515 NPO ENPRO INC Industrials 10.0 $4K 0.00% NEW $377.30 -18.2%
516 EXPD EXPEDITORS INTERNATIONAL OF Industrials 23.0 $4K 0.00% NEW $163.78 +16.4%
517 INGR INGREDION INC Consumer Defensive 40.0 $4K 0.00% +1.0 +2.6% $93.67 +10.5%
518 CC CHEMOURS COMPANY (THE) Basic Materials 183.0 $4K 0.00% -1.0 -0.5% $20.46 -22.4%
519 WFC WELLS FARGO & CO Financial Services 45.0 $4K 0.00% NEW $82.64 +2.8%
520 AMCOR PLC 85.0 $4K 0.00% +2.0 +2.4% $43.15
Page 26 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%