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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 8 of 15  ·  285 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 CNQ CANADIAN NATURAL RESOURCES Energy 356.0 $17K 0.00% NEW $48.76 -10.0%
142 AEM AGNICO EAGLE MINES LIMITED Basic Materials 84.0 $17K 0.00% NEW $202.98 -32.5%
143 FIDU FIDELITY MSCI INDUSTRIALS 197.0 $17K 0.00% NEW $86.49 +10.4%
144 SU SUNCOR ENERGY INC Energy 257.0 $17K 0.00% NEW $66.20 -5.7%
145 CTAS CINTAS CORP Industrials 100.0 $17K 0.00% NEW $169.93 +20.3%
146 DAN DANA INCORPORATED Consumer Cyclical 477.0 $16K 0.00% NEW $33.65 -21.1%
147 EWZ ISHARES INC 414.0 $16K 0.00% NEW $38.43 -8.3%
148 NVS NOVARTIS AG Healthcare 100.0 $15K 0.00% NEW $152.67 +0.7%
149 TAK TAKEDA PHARMACEUTICAL Healthcare 814.0 $15K 0.00% NEW $18.53 -7.4%
150 LENOVO GROUP LTD 639.0 $15K 0.00% NEW $23.34
151 PHM PULTEGROUP INC Consumer Cyclical 126.0 $15K 0.00% NEW $117.95 +6.9%
152 FENY FIDELITY MSCI ENERGY INDEX 433.0 $15K 0.00% NEW $34.00 -5.8%
153 SO SOUTHERN CO Utilities 151.0 $15K 0.00% NEW $96.80 -1.6%
154 KMX CARMAX INC Consumer Cyclical 350.0 $15K 0.00% NEW $41.58 +37.9%
155 EXK ENDEAVOUR SILVER CORP Basic Materials 1,563.0 $15K 0.00% NEW $9.31 -20.4%
156 HEIDELBERG MATERIALS AG 345.0 $14K 0.00% NEW $41.10
157 OHI OMEGA HEALTHCARE INVESTORS INC Real Estate 321.0 $14K 0.00% NEW $43.84 +14.5%
158 EEM ISHARES MSCI EMERGING MARKETS 243.0 $14K 0.00% NEW $56.89 +11.3%
159 PSX PHILLIPS 66 Energy 76.0 $14K 0.00% NEW $181.58 +13.9%
160 SBUX STARBUCKS CORP Consumer Cyclical 152.0 $14K 0.00% NEW $89.59 +17.8%
Page 8 of 15  ·  285 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 30.4%
Industrials 15.7%
Healthcare 12.1%
Consumer Cyclical 11.6%
Basic Materials 8.7%
Financial Services 6.6%
Communication Services 4.9%
Consumer Defensive 4.2%
Energy 4.0%
Real Estate 1.1%