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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 28 of 30  ·  589 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
541 NRG NRG ENERGY INC Utilities 8.0 $1K NEW $147.38 -6.8%
542 KRG KITE REALTY GROUP TRUST Real Estate 48.0 $1K $24.54 +16.0%
543 GE GE AEROSPACE Industrials 4.0 $1K NEW $284.75 +25.2%
544 ENPH ENPHASE ENERGY INC Energy 30.0 $1K $37.80 +30.0%
545 MILLROSE PROPERTIES INC 40.0 $1K NEW $28.25
546 KTB KONTOOR BRANDS INC Consumer Cyclical 16.0 $1K $69.75 +9.4%
547 FICO FAIR ISAAC INC Technology 1.0 $1K NEW $1068.00 +1.8%
548 DUK DUKE ENERGY CORPORATION Utilities 8.0 $1K -10.0 -55.6% $133.12 -5.9%
549 BLD TOPBUILD CORP Industrials 3.0 $1K $351.33 +16.8%
550 HUBS HUBSPOT INC Technology 4.0 $976.0 NEW $244.00 -28.3%
551 QXO QXO INC Industrials 50.0 $971.0 $19.42 -15.3%
552 ENS ENERSYS Industrials 5.0 $876.0 $175.20 +29.5%
553 GLTR ABRDN PRECIOUS METALS BASKET Financial Services 4.0 $875.0 $218.75 -14.0%
554 HIMS HIMS & HERS HEALTH INC Healthcare 40.0 $830.0 NEW $20.75 +64.7%
555 AER AERCAP HOLDINGS NV Industrials 6.0 $827.0 $137.83 +6.6%
556 KR KROGER CO (THE) Consumer Defensive 10.0 $732.0 NEW $73.20 -21.5%
557 NLOP NET LEASE OFFICE PROPERTIES Real Estate 62.0 $715.0 +30.0 +93.8% $11.53 +0.5%
558 GIS GENERAL MILLS INC Consumer Defensive 18.0 $670.0 NEW $37.22 -7.2%
559 SAMSONITE GROUP S A 69.0 $641.0 NEW $9.29
560 GCI LIBERTY INC 17.0 $633.0 $37.24
Page 28 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%