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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 7 of 21  ·  402 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 FLS FLOWSERVE CORP Industrials 1,028.0 $71K 0.03% NEW $69.40 +16.2%
122 SGOV ISHARES TR 697.0 $70K 0.03% NEW $100.42 +0.2%
123 MOS MOSAIC CO NEW Basic Materials 2,894.0 $70K 0.03% NEW $24.09 -10.9%
124 APH AMPHENOL CORP NEW Technology 507.0 $69K 0.02% NEW $135.24 +19.3%
125 GWRE GUIDEWIRE SOFTWARE INC Technology 326.0 $66K 0.02% NEW $201.01 -47.9%
126 TKO TKO GROUP HOLDINGS INC Communication Services 304.0 $63K 0.02% NEW $208.74 -3.1%
127 OTIS OTIS WORLDWIDE CORP Industrials 702.0 $61K 0.02% NEW $87.29 -17.2%
128 DHI D R HORTON INC Consumer Cyclical 423.0 $61K 0.02% NEW $143.96 +9.5%
129 SSNC SS&C TECHNOLOGIES HLDGS INC Technology 675.0 $59K 0.02% NEW $87.42 -24.9%
130 DH DEFINITIVE HEALTHCARE CORP Healthcare 20,519.0 $59K 0.02% NEW $2.87 -74.3%
131 XLV SELECT SECTOR SPDR TR 378.0 $59K 0.02% NEW $154.97 -2.1%
132 DUSB DIMENSIONAL ETF TRUST 1,135.0 $57K 0.02% NEW $50.64 +0.2%
133 XLY SELECT SECTOR SPDR TR 478.0 $57K 0.02% NEW $119.39 -4.0%
134 FDX FEDEX CORP Industrials 197.0 $57K 0.02% NEW $288.80 +13.0%
135 BMNR BITMINE IMMERSION TECNOLOGIE Financial Services 2,030.0 $55K 0.02% NEW $27.15 -43.4%
136 GSL GLOBAL SHIP LEASE INC NEW Industrials 1,563.0 $55K 0.02% NEW $35.05 +10.1%
137 XEL XCEL ENERGY INC Utilities 725.0 $54K 0.02% NEW $73.85 +8.0%
138 A AGILENT TECHNOLOGIES INC Healthcare 374.0 $51K 0.02% NEW $136.06 -6.1%
139 ABBV ABBVIE INC Healthcare 221.0 $50K 0.02% NEW $228.43 +2.1%
140 BP BP PLC Energy 1,453.0 $50K 0.02% NEW $34.73 +13.2%
Page 7 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%