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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 30 of 43  ·  846 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
581 CB CHUBB LTD Financial Services 6.0 $2K NEW $340.67 -0.7%
582 CEG CONSTELLATION ENERGY Utilities 8.0 $2K +6.0 +300.0% $248.75 +13.5%
583 HLT HILTON WORLDWIDE HOLDINGS INC Consumer Cyclical 6.0 $2K NEW $330.50 -1.5%
584 LPX LOUISIANA PACIFIC CORP Basic Materials 25.0 $2K NEW $78.68 -10.1%
585 WGO WINNEBAGO INDUSTRIES INC Consumer Cyclical 63.0 $2K +2.0 +3.3% $31.17 -2.6%
586 HII HUNTINGTON INGALLS INDUSTRIES Industrials 7.0 $2K NEW $279.86 +6.2%
587 JKS JINKOSOLAR HLDG CO LTD Energy 116.0 $2K $16.82 -19.7%
588 BIIB BIOGEN INC Healthcare 9.0 $2K NEW $216.11 +2.5%
589 LEG LEGGETT & PLATT INC Consumer Cyclical 165.0 $2K +1.0 +0.6% $11.69 -21.3%
590 COKE COCA COLA CONSOLIDATED INC Consumer Defensive 10.0 $2K $192.80 +0.9%
591 BLK BLACKROCK INC Financial Services 2.0 $2K NEW $961.50 +21.4%
592 NOBL PROSHARES S&P 500 DIVIDEND 34.0 $2K +17.0 +100.0% $56.56 +3.1%
593 VTRS VIATRIS INC Healthcare 119.0 $2K NEW $15.88 +6.3%
594 CHRW C H ROBINSON WORLDWIDE INC Industrials 10.0 $2K NEW $188.30 -19.7%
595 AEIS ADVANCED ENERGY INDUSTRIES INC Industrials 5.0 $2K NEW $373.00 -23.0%
596 GM GENERAL MOTORS COMPANY Consumer Cyclical 24.0 $2K NEW $77.08 +11.8%
597 FREL FIDELITY COVINGTON TRUST 63.0 $2K NEW $29.30 +1.2%
598 SCHW CHARLES SCHWAB CORP NEW Financial Services 20.0 $2K NEW $92.25 +17.1%
599 BTC GRAYSCALE BITCOIN MINI TR ETF Financial Services 71.0 $2K $25.94 +36.2%
600 IQVIA HOLDINGS INC 9.0 $2K NEW $193.22
Page 30 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%