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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 36 of 43  ·  846 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
701 TPR TAPESTRY INC Consumer Cyclical 5.0 $732.0 NEW $146.40 -15.8%
702 HUBS HUBSPOT INC Technology 4.0 $730.0 $182.50 +40.2%
703 GLTR ABRDN PRECIOUS METALS BASKET Financial Services 4.0 $725.0 $181.25 +15.5%
704 BK BANK NEW YORK MELLON Financial Services 5.0 $723.0 NEW $144.60 -1.9%
705 UDR UDR INC Real Estate 18.0 $719.0 NEW $39.94 -7.2%
706 VRSK VERISK ANALYTICS INC Industrials 4.0 $718.0 NEW $179.50 +6.4%
707 PKG PACKAGING CORP AMER Consumer Cyclical 3.0 $715.0 NEW $238.33 +2.2%
708 ALL ALLSTATE CORP Financial Services 3.0 $714.0 NEW $238.00 +8.2%
709 MTB M & T BANK CORP Financial Services 3.0 $714.0 NEW $238.00 +0.3%
710 TECH BIO TECHNE CORP Healthcare 10.0 $707.0 NEW $70.70 +2.5%
711 STZ CONSTELLATION BRANDS INC Consumer Defensive 5.0 $695.0 NEW $139.00 -5.4%
712 SHW SHERWIN WILLIAMS CO Basic Materials 2.0 $690.0 NEW $345.00 +0.1%
713 LNT ALLIANT ENERGY CORPORATION Utilities 9.0 $687.0 NEW $76.33 -10.6%
714 SSL SASOL LTD-SPONSORED ADR Basic Materials 70.0 $687.0 NEW $9.81 +18.3%
715 AEP AMERICAN ELECTRIC POWER Utilities 5.0 $684.0 NEW $136.80 -10.3%
716 STT STATE STREET CORP Financial Services 4.0 $678.0 NEW $169.50 +14.1%
717 TDY TELEDYNE TECHNOLOGIES INC Technology 1.0 $667.0 NEW $667.00 -6.1%
718 BELFB BEL FUSE INC Technology 2.0 $666.0 NEW $333.00 -22.6%
719 AON AON PLC Financial Services 2.0 $663.0 NEW $331.50 +5.4%
720 AWK AMERICAN WTR WKS CO INC Utilities 5.0 $658.0 NEW $131.60 +3.9%
Page 36 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%