Strengthening Families & Communities, LLC

CIK

1921196

Location

BOSTON, MA

Portfolio Value

Small $338,714,290

Diversification

Diversified

Filing Date

Global Rank

#3,519 / 8,708 ▲ 355

Top Industry

Semiconductors 12.7%

Period ended 3 months ago

Filed Aug 11, 2026 · 38d

19 quarters · since Dec 2021

Portfolio Concentration

712 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

4.8%

−7.0 pts

Top 5

19.5%

−5.9 pts

Top 10

30.3%

−6.7 pts

HHI

162

Diversified−96

Portfolio Trend

19 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Technology	34.6%	$117,191,674	134
Industrials	16.3%	$55,298,049	121
Healthcare	11.5%	$38,790,887	89
Consumer Cyclical	10.5%	$35,594,443	83
Basic Materials	7.3%	$24,806,473	50
Communication Services	4.9%	$16,502,193	22
Unclassified	4.5%	$15,232,711	22
Consumer Defensive	3.6%	$12,142,190	31
Energy	3.2%	$10,845,196	34
Financial Services	2.1%	$7,257,321	65
Real Estate	1.0%	$3,360,486	36
Utilities	0.5%	$1,692,667	25

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
INTU	Intuit Inc.	+7,702	8,500	$2,218,500
PPLT	abrdn Platinum ETF Trust	+4,408	4,750	$67,117
GLDG	GoldMining Inc.	+2,689	5,189	$4,721
EMN	Eastman Chemical Co	+2,261	40,966	$2,743,902
MDT	Medtronic plc	+1,766	26,749	$2,092,574
MRK	Merck & Co., Inc.	+1,667	41,350	$5,313,475
HAS	Hasbro, Inc.	+1,116	19,766	$1,632,473
MKC	Mccormick & Co Inc	+1,105	33,464	$1,687,254
BDX	Becton Dickinson & Co	+997	15,398	$2,330,179
PG	PROCTER & GAMBLE Co	+989	15,930	$2,335,975
TTE	TotalEnergies SE	+937	16,759	$1,303,179
MMM	3M Co	+907	23,570	$3,816,218
PLD	Prologis, Inc.	+838	20,743	$2,810,054
PEP	Pepsico Inc	+766	9,432	$1,277,092
AAPL	Apple Inc.	+739	56,117	$16,238,015
XOM	ExxonMobil Holdings Corp	+661	33,079	$4,522,560
CSCO	Cisco Systems, Inc.	+656	36,261	$4,259,217
JNJ	Johnson & Johnson	+562	21,481	$5,455,529
UPS	United Parcel Service Inc	+562	17,149	$1,843,517
IFF	International Flavors & Fragrances Inc	+532	23,734	$1,880,207
JKHY	Jack Henry & Associates Inc	+442	11,219	$1,545,305
IBM	International Business Machines Corp	+386	18,651	$5,244,847
TSLA	Tesla, Inc.	+371	6,998	$2,943,358
OC	Owens Corning	+356	14,657	$2,329,876
COP	Conocophillips	+337	18,709	$1,944,987
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
DAL	Delta Air Lines, Inc.	−46,670	1,259	$117,917
G	Genpact LTD	−24,736	926	$25,465
VB	Vanguard Morningstar Small-Cap ETF	−23,083	1,596	$483,779
SPTE	SP Funds S&P Global Technology ETF	−12,126	7,423	$362,242
UBER	Uber Technologies, Inc	−8,209	10,703	$772,328
ON	On Semiconductor Corp	−7,468	206	$19,475
LOGI	Logitech International S.A.	−4,319	227	$21,347
AVGO	Broadcom Inc.	−2,024	17,527	$6,620,824
LRCX	Lam Research Corp	−1,724	16,351	$7,085,378
GWW	W.W. Grainger, Inc.	−1,625	20	$27,208
GOOGL	Alphabet Inc.	−1,147	41,794	$14,848,285
WAT	Waters Corp /De/	−1,027	107	$40,129
CDE	Coeur Mining, Inc.	−759	1,423	$23,223
CAH	Cardinal Health Inc	−743	8,455	$2,008,569
UUUU	Energy Fuels Inc	−637	53,101	$769,964
COR	Cencora, Inc.	−544	6,858	$1,940,676
QQQ	Invesco Qqq Trust, Series 1	−402	15,628	$11,508,459
FCX	Freeport-Mcmoran Inc	−311	40,038	$2,517,989
MRVL	Marvell Technology, Inc.	−299	31,029	$9,243,228
STT	State Street Corp	−289	4	$678
—		−288	430	$21,856
NVDA	Nvidia Corp	−222	71,576	$14,321,641
GLD	Spdr Gold Trust	−212	2,206	$812,646
AMZN	Amazon Com Inc	−205	37,143	$8,852,662
GTLB	Gitlab Inc.	−202	27,883	$851,267
No positions match the current search.

New Positions

Positions the filer opened this quarter

25 positions

Ticker	Company	Shares	Value
VRT	Vertiv Holdings Co	8,422	$2,819,854
RKLB	Rocket Lab Corp	17,153	$1,743,602
SPCX	Space Exploration Technologies Corp	5,865	$1,002,093
XE	X-Energy, Inc.	1,292	$23,721
KLAC	Kla Corp	60	$18,102
WELL	Welltower Inc.	58	$13,164
WDC	Western Digital Corp	17	$10,858
EQIX	Equinix Inc	9	$9,381
FDXF	FedEx Freight Holding Company, Inc.	52	$7,852
FFIV	F5, Inc.	18	$7,487
NTRA	Natera, Inc.	27	$7,329
MPWR	Monolithic Power Systems, Inc.	5	$6,911
NUE	Nucor Corp	29	$6,459
HEI	Heico Corp	24	$6,189
PDI	PIMCO Dynamic Income Fund	342	$5,711
RMBS	Rambus Inc	43	$5,707
ORLY	O Reilly Automotive Inc	60	$5,525
MTSI	MACOM Technology Solutions Holdings, Inc.	14	$5,325
RL	Ralph Lauren Corp	13	$5,218
MCHP	Microchip Technology Inc	56	$5,107
NVT	nVent Electric plc	30	$5,088
VTR	Ventas, Inc.	57	$5,061
GS	Goldman Sachs Group Inc	5	$5,056
COHU	Cohu Inc	63	$4,656
MCO	Moodys Corp /De/	10	$4,529
No positions match the current search.

Sold Out

Positions the filer fully exited

25 positions

Ticker	Company	Shares	Value
EDV	Vanguard World Funds Extended Duration ETF	192,470	$44,628,591
—		279,131	$13,057,516
FBCG	Fidelity Blue Chip Growth ETF	169,498	$11,967,834
DCOR	Dimensional US Core Equity 1 ETF	97,535	$3,383,521
—		12,661	$507,074
AFK	VanEck Africa Index ETF	2,686	$374,261
AGNG	Global X Funds Global X Aging Population ETF	7,174	$347,436
VIGI	Vanguard International Dividend Appreciation ETF	2,169	$321,228
XLBI	State Street Materials Select Sector SPDR Premium Income ETF	2,865	$292,826
VIG	Vanguard Dividend Appreciation ETF	2,551	$226,273
BWX	State Street SPDR Bloomberg International Treasury Bond ETF	1,532	$175,323
CWI	State Street SPDR MSCI ACWI ex-US ETF	2,963	$165,071
AAPD	Direxion Shares ETF Trust Direxion Daily AAPL Bear 1X ETF	661	$122,212
VCHY	Vanguard U.S. High-Yield Corporate Bond Index ETF	1,981	$98,950
FNDA	Schwab Fundamental U.S. Small Company ETF	3,694	$91,426
BNDW	Vanguard Total World Bond ETF	861	$76,903
ABI	VictoryShares Pioneer Asset-Based Income ETF	899	$60,922
BKF	iShares MSCI BIC ETF	687	$30,882
—		523	$25,633
VEU	Vanguard FTSE All-World Ex-US ETF	302	$18,621
ABBNY	Abb Ltd	226	$18,012
ACES	ALPS Clean Energy ETF	456	$17,423
AIRR	First Trust RBA American Industrial Renaissance ETF	266	$15,365
ACHR	Archer Aviation Inc.	2,550	$13,183
BAB	Invesco Taxable Municipal Bond ETF	544	$13,072
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

712 tracked positions · $338,714,290 total · filing declares 846 positions · $449,561,747 · as of Jun 30, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 712 positions by value · page 1 of 15

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AAPL	Apple Inc. Technology	Added	56,117	+739	$16,238,015	+15.5%	4.79%
GOOGL	Alphabet Inc. Communication Services	Reduced	41,794	-1,147	$14,848,285	+20.4%	4.38%
NVDA	Nvidia Corp Technology	Reduced	71,576	-222	$14,321,641	+14.4%	4.23%
QQQ	Invesco Qqq Trust, Series 1	Reduced	15,628	-402	$11,508,459	+24.4%	3.40%
MRVL	Marvell Technology, Inc. Technology	Reduced	31,029	-299	$9,243,228	+197.9%	2.73%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	37,143	-205	$8,852,662	+13.8%	2.61%
CRS	Carpenter Technology Corp Industrials	Added	13,531	+75	$8,346,462	+57.4%	2.46%
LRCX	Lam Research Corp Technology	Reduced	16,351	-1,724	$7,085,378	+83.5%	2.09%
AVGO	Broadcom Inc. Technology	Reduced	17,527	-2,024	$6,620,824	+9.4%	1.95%
CMI	Cummins Inc Industrials	Reduced	8,037	-29	$5,732,068	+32.1%	1.69%
JNJ	Johnson & Johnson Healthcare	Added	21,481	+562	$5,455,529	+6.7%	1.61%
MRK	Merck & Co., Inc. Healthcare	Added	41,350	+1,667	$5,313,475	+11.3%	1.57%
IBM	International Business Machines Corp Technology	Added	18,651	+386	$5,244,847	+18.5%	1.55%
ASML	Asml Holding NV Technology	Reduced	2,440	-20	$4,854,233	+49.4%	1.43%
MSFT	Microsoft Corp Technology	Reduced	12,461	-138	$4,648,202	−0.3%	1.37%
SCCO	Southern Copper Corp/ Basic Materials	Added	26,045	+48	$4,538,602	+1.5%	1.34%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Added	9,499	+252	$4,536,437	+45.2%	1.34%
XOM	ExxonMobil Holdings Corp Energy	Added	33,079	+661	$4,522,560	−17.8%	1.34%
AMAT	Applied Materials Inc /De Technology	Added	5,959	+128	$4,308,357	+116.2%	1.27%
CSCO	Cisco Systems, Inc. Technology	Added	36,261	+656	$4,259,217	+54.2%	1.26%
PH	Parker-Hannifin Corp Industrials	Reduced	4,207	-26	$4,114,950	+8.6%	1.21%
LLY	ELI LILLY & Co Healthcare	Added	3,421	+25	$4,103,250	+31.4%	1.21%
MA	Mastercard Inc Financial Services	Added	7,903	+11	$4,058,980	+2.9%	1.20%
ROST	Ross Stores, Inc. Consumer Cyclical	Reduced	18,549	-87	$3,948,154	−2.2%	1.17%
NEM	NEWMONT Corp /DE/ Basic Materials	Reduced	41,735	-170	$3,898,049	−14.1%	1.15%
MMM	3M Co Industrials	Added	23,570	+907	$3,816,218	+15.9%	1.13%
BWA	Borgwarner Inc Consumer Cyclical	Reduced	56,856	-21	$3,775,238	+22.3%	1.11%
BE	Bloom Energy Corp Industrials	Reduced	12,464	-106	$3,772,852	+121.5%	1.11%
WMT	Walmart Inc. Consumer Defensive	Reduced	32,439	-85	$3,674,041	−9.1%	1.08%
CTVA	Corteva, Inc. Basic Materials	Reduced	42,276	-103	$3,580,354	+0.9%	1.06%
CVS	CVS HEALTH Corp Healthcare	Added	30,462	+256	$3,151,293	+45.3%	0.93%
P	Everpure, Inc. Technology	Added	39,174	+191	$3,086,519	+34.1%	0.91%
HWM	Howmet Aerospace Inc. Industrials	Added	11,452	+234	$3,078,984	+19.1%	0.91%
QCOM	Qualcomm Inc/De Technology	Added	16,604	+36	$3,068,253	+43.8%	0.91%
CSX	Csx Corp Industrials	Reduced	63,666	-156	$3,026,044	+15.5%	0.89%
ANET	Arista Networks, Inc. Technology	Added	17,603	+94	$2,990,397	+39.1%	0.88%
TSLA	Tesla, Inc. Consumer Cyclical	Added	6,998	+371	$2,943,358	+19.5%	0.87%
YUM	Yum Brands Inc Consumer Cyclical	Added	18,405	+287	$2,942,223	+4.4%	0.87%
KO	Coca Cola Co Consumer Defensive	Added	35,595	+284	$2,892,805	+7.7%	0.85%
RSG	Republic Services, Inc. Industrials	Added	13,548	+75	$2,886,807	−2.2%	0.85%
VRT	Vertiv Holdings Co Industrials	NEW	8,422	NEW	$2,819,854	NEW	0.83%
PLD	Prologis, Inc. Real Estate	Added	20,743	+838	$2,810,054	+6.8%	0.83%
EMN	Eastman Chemical Co Basic Materials	Added	40,966	+2,261	$2,743,902	−7.1%	0.81%
MP	MP Materials Corp. / DE Basic Materials	Reduced	45,798	-149	$2,565,145	+15.7%	0.76%
HD	Home Depot, Inc. Consumer Cyclical	Added	7,183	+87	$2,533,300	+8.5%	0.75%
FCX	Freeport-Mcmoran Inc Basic Materials	Reduced	40,038	-311	$2,517,989	+6.2%	0.74%
SNPS	Synopsys Inc Technology	Reduced	5,517	-45	$2,460,968	+11.6%	0.73%
SYK	Stryker Corp Healthcare	Added	7,750	+52	$2,440,010	−3.5%	0.72%
APD	Air Products & Chemicals, Inc. Basic Materials	Added	8,268	+92	$2,424,012	+2.1%	0.72%
CVLT	Commvault Systems Inc Technology	Reduced	16,733	-130	$2,371,568	+80.6%	0.70%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.