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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 5 of 43  ·  846 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 UPS UNITED PARCEL SVC INC Industrials 17,149.0 $1.8M 0.41% +562.0 +3.4% $107.50 -1.1%
82 ROK ROCKWELL AUTOMATION INC Industrials 3,650.0 $1.8M 0.40% +194.0 +5.6% $495.09 -12.6%
83 EBAY EBAY INC Consumer Cyclical 15,605.0 $1.7M 0.39% $111.75 -6.2%
84 RKLB ROCKET LAB CORPORATION Industrials 17,153.0 $1.7M 0.39% NEW $101.65 -34.8%
85 EFX EQUIFAX INC Industrials 10,898.0 $1.7M 0.39% +312.0 +3.0% $158.73 +20.0%
86 BR BROADRIDGE FINANCIAL SOLUTIONS Technology 12,566.0 $1.7M 0.38% +239.0 +1.9% $136.95 +32.7%
87 MKC MCCORMICK & CO INC NON-VOTING Consumer Defensive 33,464.0 $1.7M 0.38% +1K +3.4% $50.42 +7.4%
88 HAS HASBRO INC Consumer Cyclical 19,766.0 $1.6M 0.36% +1K +6.0% $82.59 +17.3%
89 MSI MOTOROLA SOLUTIONS INC Technology 3,814.0 $1.6M 0.35% $415.34 +17.5%
90 TXN TEXAS INSTRUMENTS INCORPORATED Technology 5,277.0 $1.6M 0.35% $298.07 -12.1%
91 JKHY HENRY JACK & ASSOCIATES INC Technology 11,219.0 $1.5M 0.34% +442.0 +4.1% $137.74 +25.1%
92 ADSK AUTODESK INC Technology 7,490.0 $1.5M 0.32% -38.0 -0.5% $194.42 +29.1%
93 TOTALENERGIES SE 16,759.0 $1.3M 0.29% +937.0 +5.9% $77.76
94 INGERSOLL RAND INC 15,699.0 $1.3M 0.29% -133.0 -0.8% $81.99
95 PEP PEPSICO INC Consumer Defensive 9,432.0 $1.3M 0.28% +766.0 +8.8% $135.40 +5.0%
96 NI NISOURCE INC Utilities 26,642.0 $1.3M 0.28% $47.55 -13.7%
97 SPGI S&P GLOBAL INC Financial Services 3,036.0 $1.2M 0.28% +243.0 +8.7% $407.28 +6.5%
98 IAU ISHARES GOLD TRUST Financial Services 14,503.0 $1.1M 0.24% $75.51 +14.4%
99 FANG DIAMONDBACK ENERGY INC Energy 6,000.0 $1.1M 0.23% +262.0 +4.6% $175.78 +14.2%
100 ACN ACCENTURE PLC IRELAND Technology 8,146.0 $1.0M 0.23% +320.0 +4.1% $124.44 +46.1%
Page 5 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%