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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 27 of 30  ·  589 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
521 CPA COPA HOLDINGS S A Industrials 15.0 $2K $113.60 +22.4%
522 TDOC TELADOC HEALTH INC Healthcare 308.0 $2K $5.45 +73.0%
523 LEG LEGGETT & PLATT INC Consumer Cyclical 164.0 $2K NEW $9.88 +11.7%
524 SMCI SUPER MICRO COMPUTER INC Technology 70.0 $2K -750.0 -91.5% $22.77 +6.2%
525 DAVA ENDAVA PLC Technology 352.0 $2K $4.42 -36.2%
526 KLRS KALARIS THERAPEUTICS INC Healthcare 268.0 $2K NEW $5.77 -24.1%
527 NSIT INSIGHT ENTERPRISES INC Technology 23.0 $2K $67.00 +72.1%
528 VZ VERIZON COMMUNICATIONS Communication Services 30.0 $2K -619.0 -95.4% $50.20 -13.2%
529 ELV ELEVANCE HEALTH INC Healthcare 5.0 $1K -2.0 -28.6% $296.00 +26.1%
530 D DOMINION ENERGY INC Utilities 24.0 $1K +1.0 +4.3% $60.58 +17.3%
531 SJM SMUCKER J M COMPANY Consumer Defensive 15.0 $1K NEW $95.87 +16.8%
532 FDIS FIDELITY MSCI CONSUMER 15.0 $1K NEW $95.27 +6.7%
533 JBT MAREL CORPORATION 11.0 $1K NEW $128.27
534 EIDO ISHARES MSCI INDONESIA ETF 88.0 $1K $15.84 -21.6%
535 LYFT LYFT INC Technology 100.0 $1K $13.30 +16.7%
536 DLTR DOLLAR TREE INC Consumer Defensive 12.0 $1K NEW $109.50 +15.0%
537 RBLX ROBLOX CORPORATION Technology 23.0 $1K NEW $56.57 -8.6%
538 MDY STATE STREET SPDR S&P MIDCAP Financial Services 2.0 $1K -6.0 -75.0% $626.50 +9.9%
539 WTS OCCIDENTAL PETROLEUM 29.0 $1K NEW $42.90
540 EWG ISHARES MSCI GERMANY ETF 30.0 $1K NEW $39.67 +3.8%
Page 27 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 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%