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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 29 of 43  ·  846 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
561 SMCI SUPER MICRO COMPUTER INC Technology 85.0 $2K 0.00% +15.0 +21.4% $29.33 +31.1%
562 VOLKSWAGEN AG 30.0 $2K 0.00% $82.00
563 VESTAS WIND SYSTEMS AS 261.0 $2K 0.00% $9.41
564 EPD ENTERPRISE PRODUCTS PARTNERS 67.0 $2K 0.00% $36.54
565 KSS KOHLS CORP Consumer Cyclical 136.0 $2K 0.00% +2.0 +1.5% $17.72 +2.5%
566 FICO FAIR ISAAC INC Technology 2.0 $2K 0.00% +1.0 +100.0% $1195.00 -3.2%
567 INDY ISHARES 55.0 $2K 0.00% $43.45 +0.3%
568 D DOMINION ENERGY INC Utilities 35.0 $2K 0.00% +11.0 +45.8% $67.80 -2.0%
569 CL COLGATE PALMOLIVE COMPANY Consumer Defensive 25.0 $2K 0.00% NEW $91.68 -0.8%
570 JOBY JOBY AVIATION INC Industrials 254.0 $2K 0.00% NEW $8.92 -19.9%
571 BBSI BARRETT BUSINESS SERVICES INC Industrials 64.0 $2K 0.00% +1.0 +1.6% $35.28 -3.2%
572 FN FABRINET Technology 4.0 $2K 0.00% NEW $562.00 -23.0%
573 SOLV SOLVENTUM CORPORATION Healthcare 29.0 $2K $77.14 +17.9%
574 DTM DT MIDSTREAM INC Energy 15.0 $2K $148.73 -11.5%
575 HE HAWAIIAN ELECTRIC INDUSTRIES Utilities 162.0 $2K $13.49 -15.1%
576 SPSC SPS COMM INC Technology 38.0 $2K $57.16 +47.3%
577 BAC BANK OF AMERICA CORP Financial Services 38.0 $2K NEW $56.97 +7.4%
578 PHYS SPROTT PHYSICAL GOLD TR Financial Services 70.0 $2K $30.17 +16.0%
579 NOVT NOVANTA INC Technology 13.0 $2K NEW $162.23 -10.8%
580 CFG CITIZENS FINANCIAL GROUP INC Financial Services 30.0 $2K NEW $70.07 +0.2%
Page 29 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%