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Portfolio (Quarterly) Guide ↗

Strengthening Families & Communities, LLC

· CIK 0001921196
13F Portfolio $401M AUM 589 positions Filed May 11, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 285 New 49 Added 148 Reduced 97 Exited
Page 5 of 30  ·  589 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 GWW W W GRAINGER INC Industrials 1,645.0 $1.8M 0.45% NEW $1090.71 +23.0%
82 HAS HASBRO INC Consumer Cyclical 18,650.0 $1.7M 0.44% NEW $93.60 -9.8%
83 JKHY HENRY JACK & ASSOCIATES INC Technology 10,777.0 $1.7M 0.42% NEW $158.04 -21.9%
84 BE BLOOM ENERGY CORPORATION Industrials 12,570.0 $1.7M 0.42% -4K -24.6% $135.49 +155.3%
85 IFF INTL FLAVORS & FRAGRANCES INC Basic Materials 23,202.0 $1.7M 0.42% NEW $72.55 +4.7%
86 MSI MOTOROLA SOLUTIONS INC Technology 3,824.0 $1.7M 0.41% NEW $433.95 -9.6%
87 MKC MCCORMICK & CO INC NON-VOTING Consumer Defensive 32,359.0 $1.6M 0.41% NEW $50.44 -9.3%
88 UPS UNITED PARCEL SVC INC Industrials 16,587.0 $1.6M 0.41% NEW $98.38 +9.0%
89 ACN ACCENTURE PLC IRELAND Technology 7,826.0 $1.6M 0.39% -745.0 -8.7% $198.30 -37.0%
90 OC OWENS CORNING Industrials 14,301.0 $1.5M 0.39% NEW $108.22 +15.2%
91 TOTALENERGIES SE 15,822.0 $1.4M 0.36% +2K +10.7% $90.98
92 EBAY EBAY INC Consumer Cyclical 15,673.0 $1.4M 0.36% NEW $91.02 +15.3%
93 CTSH COGNIZANT TECHNOLOGY SOLUTIONS Technology 23,202.0 $1.4M 0.35% NEW $61.35 -31.8%
94 UBER UBER TECHNOLOGIES INC Technology 18,912.0 $1.4M 0.34% -1K -7.2% $71.93 -0.7%
95 PEP PEPSICO INC Consumer Defensive 8,666.0 $1.3M 0.34% NEW $155.29 -9.4%
96 CVLT COMMVAULT SYSTEMS INC Technology 16,863.0 $1.3M 0.33% NEW $77.89 +61.8%
97 IAU ISHARES GOLD TRUST Financial Services 14,457.0 $1.3M 0.32% NEW $88.16 -10.6%
98 INGERSOLL RAND INC 15,832.0 $1.3M 0.32% -2K -10.2% $80.12
99 BSX BOSTON SCIENTIFIC CORP Healthcare 20,159.0 $1.3M 0.32% NEW $62.75 -29.4%
100 NI NISOURCE INC Utilities 26,651.0 $1.2M 0.31% -838.0 -3.0% $46.66 +2.1%
Page 5 of 30  ·  589 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 31.0%
Industrials 15.6%
Healthcare 12.0%
Consumer Cyclical 11.5%
Basic Materials 8.6%
Financial Services 6.6%
Communication Services 4.9%
Consumer Defensive 4.2%
Energy 4.0%
Real Estate 1.1%