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Portfolio (Quarterly) Guide ↗

Strengthening Families & Communities, LLC

· CIK 0001921196
13F Portfolio $281M AUM Filed Feb 3, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 402 New
Page 4 of 21  ·  402 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 TOTALENERGIES SE 14,288.0 $935K 0.33% NEW $65.42
62 ICE INTERCONTINENTAL EXCHANGE IN Financial Services 5,572.0 $902K 0.32% NEW $161.96 -18.9%
63 GS GOLDMAN SACHS GROUP INC Financial Services 1,004.0 $883K 0.32% NEW $879.00 +25.9%
64 AMD ADVANCED MICRO DEVICES INC Technology 4,002.0 $857K 0.30% NEW $214.16 +157.6%
65 AN AUTONATION INC Consumer Cyclical 3,564.0 $736K 0.26% NEW $206.48 -8.8%
66 SMH VANECK ETF TRUST 1,856.0 $668K 0.24% NEW $360.18 +85.7%
67 BALL BALL CORP Consumer Cyclical 12,118.0 $642K 0.23% NEW $52.97 +9.9%
68 V VISA INC Financial Services 1,656.0 $581K 0.21% NEW $350.61 -6.7%
69 CRWV COREWEAVE INC Technology 8,074.0 $578K 0.21% NEW $71.61 +55.4%
70 SHOP SHOPIFY INC Technology 3,099.0 $499K 0.18% NEW $160.97 -32.9%
71 SLV ISHARES SILVER TR Financial Services 7,285.0 $469K 0.17% NEW $64.42 -8.6%
72 LOGI LOGITECH INTL S A Technology 4,546.0 $456K 0.16% NEW $100.23 +6.6%
73 GLD SPDR GOLD TR Financial Services 1,101.0 $436K 0.15% NEW $396.31 -2.9%
74 RTX RTX CORPORATION Industrials 2,339.0 $429K 0.15% NEW $183.37 -0.8%
75 SPY SPDR S&P 500 ETF TR Financial Services 594.0 $405K 0.14% NEW $681.98 +9.1%
76 HCA HCA HEALTHCARE INC Healthcare 763.0 $356K 0.13% NEW $466.92 -19.3%
77 BERKSHIRE HATHAWAY INC DEL 702.0 $353K 0.13% NEW $502.65
78 ISRG INTUITIVE SURGICAL INC Healthcare 613.0 $347K 0.12% NEW $566.36 -28.9%
79 FORTINET INC 4,353.0 $346K 0.12% NEW $79.41
80 IDXX IDEXX LABS INC Healthcare 502.0 $340K 0.12% NEW $676.53 -19.3%
Page 4 of 21  ·  402 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 38.3%
Communication Services 11.4%
Financial Services 10.2%
Healthcare 10.0%
Consumer Cyclical 9.6%
Industrials 8.2%
Basic Materials 5.6%
Energy 3.7%
Real Estate 1.5%
Utilities 0.8%