Fund Holdings

Strengthening Families & Communities, LLC

Filing Period:
Securities
SharesValue ($K)
Q4 2025
Q1 2026
Change
Q4 2025
Q1 2026
Weight (%)
Change
TIDAL TRUST I0266,378+266,378012,828,7673.20%+12,828,767
FIDELITY MSCI HEALTH CARE0156,622+156,622011,019,9532.75%+11,019,953
VANGUARD SECTOR INDEX FDS
INF TECH ETF
014,759+14,759010,297,3982.57%+10,297,398
VANGUARD SECTOR INDEX FDS
CONSUM DIS ETF
027,656+27,65609,929,2412.48%+9,929,241
VANGUARD SECTOR INDEX FDS
MATERIALS ETF
041,618+41,61809,378,3042.34%+9,378,304
VANGUARD SECTOR INDEX FDS
INDUSTRIAL ETF
025,831+25,83108,064,9782.01%+8,064,978
VANGUARD S&P 500 ETF013,066+13,06607,807,4501.95%+7,807,450
VANGUARD SECTOR INDEX FDS
ENERGY ETF
040,291+40,29106,971,9771.74%+6,971,977
ALPHABET INC(GOOG)021,863+21,86306,271,7431.56%+6,271,743
ALPHABET INC(GOOG)021,078+21,07806,061,2771.51%+6,061,277
BROADCOM INC(AVGO)019,551+19,55106,051,1321.51%+6,051,132
CARPENTER TECHNOLOGY CORP(CRS)013,456+13,45605,303,8381.32%+5,303,838
VANGUARD SECTOR INDEX FDS
CONSUM STP ETF
023,528+23,52805,284,2471.32%+5,284,247
JOHNSON & JOHNSON(JNJ)020,919+20,91905,113,4451.28%+5,113,445
MICROSOFT CORP(MSFT)012,599+12,59904,663,8681.16%+4,663,868
NEWMONT CORPORATION(NEM)041,905+41,90504,536,2401.13%+4,536,240
INTERNATIONAL BUSINESS(IBM)018,265+18,26504,427,1701.10%+4,427,170
CUMMINS INC(CMI)08,066+8,06604,339,6061.08%+4,339,606
WALMART INC(WMT)032,524+32,52404,042,0471.01%+4,042,047
ROSS STORES INC(ROST)018,636+18,63604,037,1561.01%+4,037,156
MASTERCARD INCORPORATED(MA)07,892+7,89203,943,0970.98%+3,943,097
LAM RESEARCH CORPORATION(LRCX)018,075+18,07503,862,0000.96%+3,862,000
PARKER HANNIFIN CORP(PH)04,233+4,23303,789,8480.95%+3,789,848
VANGUARD SECTOR INDEX FDS
UTILITIES ETF
018,490+18,49003,663,6200.91%+3,663,620
CORTEVA INC(CTVA)042,379+42,37903,547,5340.89%+3,547,534
JONES LANG LASALLE INCOME PPTY0308,162+308,16203,466,8170.86%+3,466,817
DIMENSIONAL ETF TRUST
EMERGING MKTS CO
096,688+96,68803,340,5790.83%+3,340,579
ASML HOLDING N V
N Y REGISTRY SHS
02,460+2,46003,249,6520.81%+3,249,652
DELTA AIR LINES INC DEL(DAL)047,929+47,92903,186,3440.79%+3,186,344
TAIWAN SEMICONDUCTOR MFG CO(TSM)09,247+9,24703,125,1240.78%+3,125,124
ELI LILLY & CO(LLY)03,396+3,39603,123,6030.78%+3,123,603
MARVELL TECHNOLOGY INC(MRVL)031,328+31,32803,103,0470.77%+3,103,047
EASTMAN CHEMICAL CO(EMN)038,705+38,70502,953,9460.74%+2,953,946
REPUBLIC SERVICES INC(RSG)013,473+13,47302,950,8290.74%+2,950,829
YUM BRANDS INC(YUM)018,118+18,11802,816,9180.70%+2,816,918
COCA COLA COMPANY(KO)035,311+35,31102,685,3750.67%+2,685,375
VANGUARD INDEX FUNDS09,156+9,15602,629,2860.66%+2,629,286
CSX CORPORATION(CSX)063,822+63,82202,619,8810.65%+2,619,881
HOWMET AEROSPACE INC(HWM)011,218+11,21802,585,2480.64%+2,585,248
STRYKER CORP(SYK)07,698+7,69802,529,3370.63%+2,529,337
SIEMENS AG021,009+21,00902,489,6490.62%+2,489,649
TESLA INC(TSLA)06,627+6,62702,463,5870.61%+2,463,587
MCDONALDS CORP(MCD)07,865+7,86502,444,3050.61%+2,444,305
CONOCOPHILLIPS(COP)018,372+18,37202,425,0580.61%+2,425,058
FREEPORT MCMORAN INC(FCX)040,349+40,34902,371,6850.59%+2,371,685
STERIS PLC(STE)010,713+10,71302,368,8910.59%+2,368,891
HOME DEPOT INC(HD)07,096+7,09602,333,7290.58%+2,333,729
CENCORA INC07,402+7,40202,325,3450.58%+2,325,345
EVERPURE INC(P)038,983+38,98302,301,5560.57%+2,301,556
THERMO FISHER SCIENTIFIC INC(TMO)04,606+4,60602,263,8830.56%+2,263,883
MP MATERIALS CORP(MP)045,947+45,94702,217,4020.55%+2,217,402
SYNOPSYS INC(SNPS)05,562+5,56202,205,2220.55%+2,205,222
CVS HEALTH CORPORATION(CVS)030,206+30,20602,169,3670.54%+2,169,367
MEDTRONIC PLC(MDT)024,983+24,98302,164,7770.54%+2,164,777
PROCTER & GAMBLE CO(PG)014,941+14,94102,158,0540.54%+2,158,054
ARISTA NETWORKS INC(ANET)017,509+17,50902,149,7550.54%+2,149,755
QUALCOMM INC(QCOM)016,568+16,56802,133,6610.53%+2,133,661
PVH CORP(PVH)029,888+29,88802,085,0030.52%+2,085,003
BROADRIDGE FINANCIAL SOLUTIONS(BR)012,327+12,32702,002,8480.50%+2,002,848
EQUIFAX INC(EFX)010,586+10,58601,906,1490.48%+1,906,149
TRANE TECHNOLOGIES PLC(TT)04,343+4,34301,810,0940.45%+1,810,094
W W GRAINGER INC(GWW)01,645+1,64501,794,2220.45%+1,794,222
HASBRO INC(HAS)018,650+18,65001,745,6720.44%+1,745,672
HENRY JACK & ASSOCIATES INC(JKHY)010,777+10,77701,703,1690.42%+1,703,169
BLOOM ENERGY CORPORATION012,570+12,57001,703,1090.42%+1,703,109
INTL FLAVORS & FRAGRANCES INC(IFF)023,202+23,20201,683,3170.42%+1,683,317
MOTOROLA SOLUTIONS INC(MSI)03,824+3,82401,659,4420.41%+1,659,442
MCCORMICK & CO INC NON-VOTING(MKC)032,359+32,35901,632,1820.41%+1,632,182
UNITED PARCEL SVC INC(UPS)016,587+16,58701,631,8570.41%+1,631,857
ACCENTURE PLC IRELAND
SHS CLASS A
07,826+7,82601,551,8780.39%+1,551,878
OWENS CORNING(OC)014,301+14,30101,547,6220.39%+1,547,622
TOTALENERGIES SE(TTE)015,822+15,82201,439,4490.36%+1,439,449
EBAY INC(EBAY)015,673+15,67301,426,5170.36%+1,426,517
COGNIZANT TECHNOLOGY SOLUTIONS(CTSH)023,202+23,20201,423,4270.36%+1,423,427
UBER TECHNOLOGIES INC(UBER)018,912+18,91201,360,3400.34%+1,360,340
PEPSICO INC(PEP)08,666+8,66601,345,7150.34%+1,345,715
COMMVAULT SYSTEMS INC(CVLT)016,863+16,86301,313,4590.33%+1,313,459
ISHARES GOLD TRUST(IAU)014,457+14,45701,274,5290.32%+1,274,529
INGERSOLL RAND INC(IR)015,832+15,83201,268,4190.32%+1,268,419
BOSTON SCIENTIFIC CORP(BSX)020,159+20,15901,264,9770.32%+1,264,977
ROCKWELL AUTOMATION INC(ROK)03,456+3,45601,240,3450.31%+1,240,345
EXXON MOBIL CORP37,16032,418-4,7424,471,8485,500,0481.37%+1,028,200
TEXAS INSTRUMENTS INCORPORATED(TXN)05,286+5,28601,026,2860.26%+1,026,286
LULULEMON ATHLETICA INC(LULU)06,568+6,56801,005,5610.25%+1,005,561
ENERGY FUELS INC(UUUU)053,738+53,7380980,7180.24%+980,718
SALESFORCE INC(CRM)05,249+5,2490979,8560.24%+979,856
ADOBE INC(ADBE)04,015+4,0150975,9660.24%+975,966
GENPACT LIMITED
SHS
025,662+25,6620955,9070.24%+955,907
NATIONAL FUEL GAS CO(NFG)09,875+9,8750927,8840.23%+927,884
INTERCONTINENTAL EXCHANGE(ICE)05,434+5,4340854,7230.21%+854,723
META PLATFORMS INC(META)01,423+1,4230814,2450.20%+814,245
JONES LANG LASALLE INCOME PPTY067,250+67,2500755,8840.19%+755,884
DANAHER CORPORATION(DHR)03,533+3,5330669,9160.17%+669,916
JONES LANG LASALLE INCOME057,054+57,0540640,7130.16%+640,713
GITLAB INC(GTLB)028,085+28,0850607,7590.15%+607,759
SPDR GOLD TR(GLD)1,1012,418+1,317436,3371,040,4410.26%+604,104
ISHARES CORE U S AGGREGATE BD05,670+5,6700562,8120.14%+562,812
ON SEMICONDUCTOR CORP(ON)07,674+7,6740475,1740.12%+475,174
LOGITECH INTERNATIONAL SA
SHS
04,546+4,5460414,2130.10%+414,213
VANGUARD INDEX FUNDS01,526+1,5260399,7330.10%+399,733
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