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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 42 of 43  ·  846 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
821 OPEN OPENDOOR TECHNOLOGIES INC Real Estate 39.0 $180.0 NEW $4.62 -25.7%
822 ENVIRI II CORPORATION 8.0 $176.0 NEW $22.00
823 OGN ORGANON & CO Healthcare 12.0 $169.0 $14.08 -2.3%
824 ARDX ARDELYX INC Healthcare 32.0 $163.0 NEW $5.09 -24.5%
825 CALX CALIX INC Technology 3.0 $112.0 NEW $37.33 +1.3%
826 ONL ORION PROPERTIES INC Real Estate 34.0 $98.0 $2.88 -2.3%
827 EBS EMERGENT BIOSOLUTIONS INC Healthcare 9.0 $75.0 $8.33 -29.9%
828 KD KYNDRYL HOLDINGS INC Technology 6.0 $68.0 $11.33 +16.4%
829 FVRR FIVERR INTERNATIONAL LTD Communication Services 5.0 $52.0 NEW $10.40 -9.5%
830 CXT CRANE NXT CO Industrials 1.0 $51.0 NEW $51.00 -1.3%
831 VERSIGENT LTD 1.0 $42.0 NEW $42.00
832 EMBC EMBECTA CORP Healthcare 6.0 $19.0 $3.17 +53.5%
833 SONY FINL GROUP INC 2.0 $9.0 $4.50
834 ILIKA PLC 19.0 $7.0 $0.37
835 CHECK CAP LTD 3.0 $4.0 NEW $1.33
836 TEMPO AUTOMATION HOLDINGS INC 93.0 $2.0 $0.02
837 TTEK TETRA TECH INC NEW Industrials $1.0 NEW
838 HON HONEYWELL INTL INC Industrials NEW
839 ARCELLX INC 500.0 NEW
840 ARIDIS PHARMACEUTICALS INC 3,000.0
Page 42 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%