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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 29 of 30  ·  589 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
561 CEG CONSTELLATION ENERGY Utilities 2.0 $561.0 -36.0 -94.7% $280.50 -1.8%
562 ACIU AC IMMUNE SA Healthcare 200.0 $550.0 $2.75 -9.1%
563 IMKTA INGLES MARKETS INC-CL A Consumer Defensive 6.0 $541.0 NEW $90.17 -0.5%
564 ARKK ARK ETF TRUST 7.0 $473.0 $67.57 +16.1%
565 FCPT FOUR CORNERS PROPERTY TRUST Real Estate 18.0 $426.0 $23.67 +3.1%
566 LUCKIN COFFEE INC 9.0 $289.0 NEW $32.11
567 UHAL U HAUL HOLDING COMPANY Industrials 6.0 $287.0 $47.83 +30.4%
568 PLUG PLUG POWER INC Industrials 100.0 $226.0 $2.26 +23.5%
569 QS QUANTUMSCAPE CORPORATION Consumer Cyclical 33.0 $211.0 $6.39 +19.0%
570 SONY SONY GROUP CORPORATION Technology 10.0 $209.0 NEW $20.90 -6.7%
571 NDAQ NASDAQ INC Financial Services 1.0 $124.0 NEW $124.00 -33.4%
572 TOKYO ELECTRON LTD 1.0 $117.0 NEW $117.00
573 KD KYNDRYL HOLDINGS INC Technology 6.0 $79.0 $13.17 -19.3%
574 EBS EMERGENT BIOSOLUTIONS INC Healthcare 9.0 $75.0 $8.33 -5.8%
575 OGN ORGANON & CO Healthcare 12.0 $75.0 $6.25 +114.4%
576 ONL ORION PROPERTIES INC Real Estate 34.0 $72.0 +1.0 +3.0% $2.12 +36.0%
577 OMNIA WELLNESS INC 700,325.0 $70.0 NEW $0.00
578 EMBC EMBECTA CORP Healthcare 6.0 $51.0 $8.50 -64.4%
579 SONY FINL GROUP INC 2.0 $9.0 NEW $4.50
580 PFE PFIZER INC Healthcare $7.0 NEW
Page 29 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%