Strengthening Families & Communities, LLC

CIK 0001921196 · Q1 2026

13F Equity AUM

$400.8M

+42.8% QoQ

Positions

570

+173 QoQ

AUM Rank

#4,944

Top 40%

Skill Alpha (FF)

-0.0%/yr^ns

No Clear Edge

Rank #2,397 · Top 29%

vs S&P -3.7%/yr (unadj.)

Quarters Tracked

~4 years

Portfolio Concentration

Top 5: 15.2%Top 10: 26.2%Top 20: 41.0%

AAPL3.5%

SPUS3.2%

NVDA3.1%

FHLC2.8%

VGT2.6%

VCR2.5%

VAW2.3%

NDQ2.3%

VIS2.0%

VOO1.9%

Others (560)73.8%

HHI (Herfindahl-Hirschman Index) measures portfolio concentration. Low (<1500) = diversified, Moderate (1500-2500), High (>2500) = concentrated bets.

Sector Allocation

Financial Services30.5%

Technology22.3%

Industrials11.5%

Healthcare8.7%

Consumer Cyclical7.9%

Basic Materials6.2%

Communication Services3.5%

Energy3.0%

Other6.3%

Portfolio weight by GICS sector based on latest 13F filing. Sectors below 2% are grouped as “Other.”

Position Sizing

Positions: 570Median: 0.00%Avg: 0.18%

0–0.5%

496(19.7%)

0.5–1%

47(31.7%)

1–3%

24(38.8%)

3–5%

3(9.8%)

5%+

0(0.0%)

Count of positions per weight bucket — (%) = combined portfolio weight

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Portfolio Overlap

Shared: 534Unique: 36vs 20 funds

7.3%Low

570

Fund positions

7,299

Consensus CUSIPs

Jaccard similarity of this fund’s portfolio vs the consensus of top 20 funds by AUM. Low (<15%) = contrarian, Moderate (15-40%), High (>40%) = follows the crowd.

Most Similar Funds

Top 9 benchmark funds with highest portfolio overlap (Jaccard similarity)

MORGAN STANLEY

10%

BANK OF AMERICA CORP /DE/

11%

10.3%

11.8%

15.3%

12%

VANGUARD CAPITAL MANAGEMENT LLC

11.5%

GEODE CAPITAL MANAGEMENT, LLC

11.2%

VANGUARD PORTFOLIO MANAGEMENT LLC

12.8%

Jaccard similarity per fund: shared CUSIPs / (fund A + fund B − shared). Higher values indicate more similar portfolios.

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Position Changes This Quarter

New283Increased59Decreased151Exited97

New Positions

SPUS3.2%

+266K

FHLC2.8%

+157K

VOO1.9%

+13K

CRS1.3%

+13K

JNJ1.3%

+21K

MSFT1.2%

+13K

NEM1.1%

+42K

IBM1.1%

+18K

CMI1.1%

+8K

WMT1.0%

+33K

Increased

DFEM0.8%

+12K(+15%)

SPWO0.1%

+6K(+83%)

URA0.1%

+5K(+234%)

NIO0.0%

+3K(+437%)

SPTE0.1%

+3K(+62%)

NLR0.1%

+2K(+197%)

TTE0.4%

+2K(+11%)

GQ90.3%

+1K(+120%)

SPDW0.0%

+1K(+108%)

GSG0.0%

+1K(+69%)

Decreased

AAPL3.5%

-22,159(-29%)

GOOGL1.5%

-18,227(-46%)

NVDA3.1%

-17,477(-20%)

AMZN1.9%

-16,623(-31%)

AVY0.0%

-13,783(-98%)

MRK1.2%

-8,084(-17%)

GOOG1.6%

-7,331(-25%)

ANET0.5%

-6,998(-29%)

BWA0.8%

-5,402(-9%)

AVGO1.5%

-5,210(-21%)

Exited

-1,004

-2,339

-613

-502

-4,330

-1,139

-39

-1,941

-1,000

-3,000

Quarter-over-quarter changes compared to prior 13F filing. New = first appearance; Exited = no longer held.

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Holdings

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