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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 40 of 43  ·  846 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
781 NDAQ NASDAQ INC Financial Services 5.0 $431.0 +4.0 +400.0% $86.20 +15.3%
782 FIS FIDELITY NATIONAL INFORMATION Technology 11.0 $428.0 NEW $38.91 +4.2%
783 CSGP COSTAR GROUP INC Real Estate 15.0 $425.0 NEW $28.33 +10.6%
784 DGX QUEST DIAGNOSTICS INC Healthcare 2.0 $424.0 NEW $212.00 +15.4%
785 FOXA FOX CORPORATION Communication Services 8.0 $417.0 NEW $52.12 +29.0%
786 CPB CAMPBELL S COMPANY (THE) Consumer Defensive 18.0 $401.0 NEW $22.28 +4.5%
787 FIGS FIGS INC Consumer Cyclical 39.0 $399.0 NEW $10.23 +47.6%
788 TFC TRUIST FINANCIAL CORPORATION Financial Services 8.0 $399.0 NEW $49.88 +0.8%
789 DECK DECKERS OUTDOOR CORPORATION Consumer Cyclical 4.0 $397.0 NEW $99.25 -13.0%
790 EL ESTEE LAUDER COMPANIES INC Consumer Defensive 5.0 $395.0 NEW $79.00 +34.5%
791 UHAL U HAUL HOLDING COMPANY 6.0 $393.0 $65.50
792 RMD RESMED INC Healthcare 2.0 $390.0 -18.0 -90.0% $195.00 +20.9%
793 GEHC GE HEALTHCARE TECHNOLOGIES INC Healthcare 6.0 $384.0 NEW $64.00 +13.2%
794 IRM IRON MOUNTAIN INCORPORATED Real Estate 3.0 $379.0 NEW $126.33 -2.9%
795 J JACOBS SOLUTIONS INC Industrials 3.0 $378.0 NEW $126.00 +19.5%
796 CINF CINCINNATI FINANCIAL CORP Financial Services 2.0 $370.0 NEW $185.00 -6.7%
797 AES AES CORP Utilities 25.0 $367.0 NEW $14.68 +0.2%
798 LIBERTY CAPITAL CORPORATION 17.0 $367.0 $21.59
799 CPRT COPART INC Industrials 13.0 $366.0 NEW $28.15 +16.4%
800 APOS APOLLO GLOBAL MANAGEMENT INC 3.0 $355.0 NEW $118.33
Page 40 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%