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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 9 of 43  ·  846 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 DAL DELTA AIR LINES INC DEL Industrials 1,259.0 $118K 0.03% -47K -97.4% $93.64 -11.3%
162 DRAM ROUNDHILL ETF TR 1,582.0 $117K 0.03% NEW $73.85 -23.6%
163 JPM JPMORGAN CHASE & CO Financial Services 342.0 $112K 0.03% +24.0 +7.5% $327.38 +8.9%
164 GEV GE VERNOVA INC Utilities 93.0 $109K 0.02% +41.0 +78.8% $1175.91 -18.9%
165 RXI ISHARES GLOBAL CONSUMER 557.0 $108K 0.02% +3.0 +0.5% $193.07 +3.3%
166 SCHF SCHWAB STRATEGIC TR 3,694.0 $102K 0.02% $27.70 +2.7%
167 INTC INTEL CORP Technology 722.0 $101K 0.02% +107.0 +17.4% $139.58 -36.8%
168 VTIP VANGUARD SHORT TERM INFLATION 1,982.0 $100K 0.02% $50.22 -0.8%
169 AZN ASTRAZENECA PLC Healthcare 506.0 $96K 0.02% $189.47 -12.2%
170 ACWX ISHARES MSCI ACWI EX US INDEX 1,216.0 $93K 0.02% +173.0 +16.6% $76.11 +2.4%
171 APH AMPHENOL CORPORATION Technology 508.0 $90K 0.02% +50.0 +10.9% $176.31 -8.5%
172 ULS UL SOLUTIONS INC Industrials 871.0 $89K 0.02% $101.90 -26.3%
173 TWLO TWILIO INC Communication Services 396.0 $82K 0.02% $206.33 +10.7%
174 WEC WEC ENERGY GROUP INC Utilities 681.0 $80K 0.02% +13.0 +1.9% $116.78 -7.9%
175 APP APPLOVIN CORPORATION Technology 154.0 $79K 0.02% +3.0 +2.0% $515.23 -40.2%
176 T AT&T INC Communication Services 3,610.0 $75K 0.02% +114.0 +3.3% $20.70 +25.0%
177 GSG ISHARES S&P GSCI COMMODITY Financial Services 2,561.0 $73K 0.02% +25.0 +1.0% $28.60 +15.4%
178 VTWO VANGUARD RUSSELL 2000 599.0 $73K 0.02% -32.0 -5.1% $121.47 -0.5%
179 CGON CG ONCOLOGY INC Healthcare 1,008.0 $72K 0.02% +8.0 +0.8% $71.05 +10.4%
180 PANW PALO ALTO NETWORKS INC Technology 209.0 $71K 0.02% +14.0 +7.2% $341.02 -0.5%
Page 9 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%