# Strengthening Families & Communities, LLC

> Institutional holdings reported to the SEC as of Q2 2026 on Form 13F. CIK 1921196. Source: https://holderbook.com/funds/1921196-strengthening-families-communities-llc/

- Reported value: $449.6M
- Positions: 846
- Weight of the ten largest: 27.3%
- Filed: 2026-08-11

A 13F reports long US equity positions only. Short positions, bonds, foreign listings, private holdings and cash are not visible, so this is not the manager's whole book.

## Holdings

| Security | Ticker | Value | Shares | Weight | Quarters held |
|---|---|---|---|---|---|
| APPLE INC | [AAPL](https://holderbook.com/stocks/AAPL/) | $16.2M | 56,117 | 3.6% | 19 |
| TIDAL TRUST I | [SPUS](https://holderbook.com/stocks/SPUS/) | $15.2M | 264,321 | 3.4% | 2 |
| NVIDIA CORPORATION | [NVDA](https://holderbook.com/stocks/NVDA/) | $14.3M | 71,576 | 3.2% | 19 |
| VANGUARD WORLD FD | [VGT](https://holderbook.com/stocks/VGT/) | $13.9M | 116,557 | 3.1% | 19 |
| FIDELITY COVINGTON TRUST | [FHLC](https://holderbook.com/stocks/FHLC/) | $12.3M | 159,326 | 2.7% | 2 |
| INVESCO QQQ TR | [QQQ](https://holderbook.com/stocks/QQQ/) | $11.5M | 15,628 | 2.6% | 4 |
| VANGUARD WORLD FD | [VCR](https://holderbook.com/stocks/VCR/) | $11.1M | 28,055 | 2.5% | 19 |
| VANGUARD WORLD FD | [VAW](https://holderbook.com/stocks/VAW/) | $9.7M | 42,550 | 2.2% | 19 |
| VANGUARD WORLD FD | [VIS](https://holderbook.com/stocks/VIS/) | $9.3M | 25,757 | 2.1% | 19 |
| MARVELL TECHNOLOGY INC | [MRVL](https://holderbook.com/stocks/MRVL/) | $9.2M | 31,029 | 2.1% | 2 |
| VANGUARD INDEX FDS | [VOO](https://holderbook.com/stocks/VOO/) | $9.0M | 13,049 | 2.0% | 2 |
| AMAZON COM INC | [AMZN](https://holderbook.com/stocks/AMZN/) | $8.9M | 37,143 | 2.0% | 19 |
| CARPENTER TECHNOLOGY CORP | [CRS](https://holderbook.com/stocks/CRS/) | $8.3M | 13,531 | 1.9% | 2 |
| ALPHABET INC | [GOOG](https://holderbook.com/stocks/GOOG/) | $7.7M | 21,692 | 1.7% | 19 |
| ALPHABET INC | [GOOGL](https://holderbook.com/stocks/GOOGL/) | $7.2M | 20,102 | 1.6% | 19 |
| LAM RESEARCH CORP | [LRCX](https://holderbook.com/stocks/LRCX/) | $7.1M | 16,351 | 1.6% | 2 |
| BROADCOM INC | [AVGO](https://holderbook.com/stocks/AVGO/) | $6.6M | 17,527 | 1.5% | 19 |
| VANGUARD WORLD FD | [VDE](https://holderbook.com/stocks/VDE/) | $6.1M | 40,677 | 1.4% | 19 |
| CUMMINS INC | [CMI](https://holderbook.com/stocks/CMI/) | $5.7M | 8,037 | 1.3% | 2 |
| JOHNSON & JOHNSON | [JNJ](https://holderbook.com/stocks/JNJ/) | $5.5M | 21,481 | 1.2% | 2 |
| VANGUARD WORLD FD | [VDC](https://holderbook.com/stocks/VDC/) | $5.3M | 23,706 | 1.2% | 19 |
| MERCK & CO INC | [MRK](https://holderbook.com/stocks/MRK/) | $5.3M | 41,350 | 1.2% | 19 |
| INTERNATIONAL BUSINESS MACHS | [IBM](https://holderbook.com/stocks/IBM/) | $5.2M | 18,651 | 1.2% | 2 |
| ASML HLDG NV | [ASML](https://holderbook.com/stocks/ASML/) | $4.9M | 2,440 | 1.1% | 14 |
| MICROSOFT CORP | [MSFT](https://holderbook.com/stocks/MSFT/) | $4.6M | 12,461 | 1.0% | 2 |
| SOUTHERN COPPER CORP | [SCCO](https://holderbook.com/stocks/SCCO/) | $4.5M | 26,045 | 1.0% | 19 |
| TAIWAN SEMICONDUCTOR MANUFAC | [TSM](https://holderbook.com/stocks/TSM/) | $4.5M | 9,499 | 1.0% | 2 |
| EXXON MOBIL CORP | [XOMXXXX](https://holderbook.com/stocks/XOMXXXX/) | $4.5M | 33,079 | 1.0% | 19 |
| APPLIED MATLS INC | [AMAT](https://holderbook.com/stocks/AMAT/) | $4.3M | 5,959 | 1.0% | 4 |
| CISCO SYS INC | [CSCO](https://holderbook.com/stocks/CSCO/) | $4.3M | 36,261 | 0.9% | 19 |
| PARKER-HANNIFIN CORP | [PH](https://holderbook.com/stocks/PH/) | $4.1M | 4,207 | 0.9% | 2 |
| ELI LILLY & CO | [LLY](https://holderbook.com/stocks/LLY/) | $4.1M | 3,421 | 0.9% | 2 |
| MASTERCARD INCORPORATED | [MA](https://holderbook.com/stocks/MA/) | $4.1M | 7,903 | 0.9% | 19 |
| DIMENSIONAL ETF TRUST | [DFEM](https://holderbook.com/stocks/DFEM/) | $4.0M | 97,977 | 0.9% | 11 |
| ROSS STORES INC | [ROST](https://holderbook.com/stocks/ROST/) | $3.9M | 18,549 | 0.9% | 2 |
| NEWMONT CORP | [NEM](https://holderbook.com/stocks/NEM/) | $3.9M | 41,735 | 0.9% | 2 |
| 3M CO | [MMM](https://holderbook.com/stocks/MMM/) | $3.8M | 23,570 | 0.8% | 19 |
| VANGUARD WORLD FD | [VPU](https://holderbook.com/stocks/VPU/) | $3.8M | 19,381 | 0.8% | 19 |
| BORGWARNER INC | [BWA](https://holderbook.com/stocks/BWA/) | $3.8M | 56,856 | 0.8% | 19 |
| BLOOM ENERGY CORP | [BE](https://holderbook.com/stocks/BE/) | $3.8M | 12,464 | 0.8% | 4 |
| WALMART INC | [WMT](https://holderbook.com/stocks/WMT/) | $3.7M | 32,439 | 0.8% | 2 |
| CORTEVA INC | [CTVA](https://holderbook.com/stocks/CTVA/) | $3.6M | 42,276 | 0.8% | 18 |
| CVS HEALTH CORP | [CVS](https://holderbook.com/stocks/CVS/) | $3.2M | 30,462 | 0.7% | 2 |
| EVERPURE INC | [P](https://holderbook.com/stocks/P/) | $3.1M | 39,174 | 0.7% | 6 |
| HOWMET AEROSPACE INC | [HWM](https://holderbook.com/stocks/HWM/) | $3.1M | 11,452 | 0.7% | 2 |
| QUALCOMM INC | [QCOM](https://holderbook.com/stocks/QCOM/) | $3.1M | 16,604 | 0.7% | 2 |
| CSX CORP | [CSX](https://holderbook.com/stocks/CSX/) | $3.0M | 63,666 | 0.7% | 2 |
| ARISTA NETWORKS INC | [ANET](https://holderbook.com/stocks/ANET/) | $3.0M | 17,603 | 0.7% | 4 |
| VANGUARD INDEX FDS | [VO](https://holderbook.com/stocks/VO/) | $3.0M | 36,710 | 0.7% | 2 |
| TESLA INC | [TSLA](https://holderbook.com/stocks/TSLA/) | $2.9M | 6,998 | 0.7% | 19 |
| YUM BRANDS INC | [YUM](https://holderbook.com/stocks/YUM/) | $2.9M | 18,405 | 0.7% | 2 |
| COCA COLA CO | [KO](https://holderbook.com/stocks/KO/) | $2.9M | 35,595 | 0.6% | 2 |
| REPUBLIC SVCS INC | [RSG](https://holderbook.com/stocks/RSG/) | $2.9M | 13,548 | 0.6% | 2 |
| VERTIV HOLDINGS CO | [VRT](https://holderbook.com/stocks/VRT/) | $2.8M | 8,422 | 0.6% | 1 |
| PROLOGIS INC. | [PLD](https://holderbook.com/stocks/PLD/) | $2.8M | 20,743 | 0.6% | 19 |
| EASTMAN CHEM CO | [EMN](https://holderbook.com/stocks/EMN/) | $2.7M | 40,966 | 0.6% | 2 |
| MP MATERIALS CORP | [MP](https://holderbook.com/stocks/MP/) | $2.6M | 45,798 | 0.6% | 2 |
| HOME DEPOT INC | [HD](https://holderbook.com/stocks/HD/) | $2.5M | 7,183 | 0.6% | 2 |
| FREEPORT-MCMORAN INC | [FCX](https://holderbook.com/stocks/FCX/) | $2.5M | 40,038 | 0.6% | 19 |
| SYNOPSYS INC | [SNPS](https://holderbook.com/stocks/SNPS/) | $2.5M | 5,517 | 0.5% | 2 |
| STRYKER CORPORATION | [SYK](https://holderbook.com/stocks/SYK/) | $2.4M | 7,750 | 0.5% | 2 |
| AIR PRODUCTS AND CHEMICALS I | [APD](https://holderbook.com/stocks/APD/) | $2.4M | 8,268 | 0.5% | 19 |
| COMMVAULT SYS INC | [CVLT](https://holderbook.com/stocks/CVLT/) | $2.4M | 16,733 | 0.5% | 2 |
| THERMO FISHER SCIENTIFIC INC | [TMO](https://holderbook.com/stocks/TMO/) | $2.4M | 4,700 | 0.5% | 2 |
| PROCTER & GAMBLE CO | [PG](https://holderbook.com/stocks/PG/) | $2.3M | 15,930 | 0.5% | 2 |
| BECTON DICKINSON & CO | [BDX](https://holderbook.com/stocks/BDX/) | $2.3M | 15,398 | 0.5% | 19 |
| OWENS CORNING NEW | [OC](https://holderbook.com/stocks/OC/) | $2.3M | 14,657 | 0.5% | 2 |
| XYLEM INC | [XYL](https://holderbook.com/stocks/XYL/) | $2.3M | 19,323 | 0.5% | 11 |
| STERIS PLC | [STE](https://holderbook.com/stocks/STE/) | $2.3M | 10,823 | 0.5% | 13 |
| APTARGROUP INC | [ATR](https://holderbook.com/stocks/ATR/) | $2.3M | 18,191 | 0.5% | 4 |
| AUTOMATIC DATA PROCESSING IN | [ADP](https://holderbook.com/stocks/ADP/) | $2.3M | 10,067 | 0.5% | 19 |
| TRANE TECHNOLOGIES PLC | [TT](https://holderbook.com/stocks/TT/) | $2.2M | 4,562 | 0.5% | 13 |
| INTUIT | [INTU](https://holderbook.com/stocks/INTU/) | $2.2M | 8,500 | 0.5% | 2 |
| PVH CORPORATION | [PVH](https://holderbook.com/stocks/PVH/) | $2.2M | 29,694 | 0.5% | 2 |
| MCDONALDS CORP | [MCD](https://holderbook.com/stocks/MCD/) | $2.2M | 7,970 | 0.5% | 2 |
| MEDTRONIC PLC | [MDT](https://holderbook.com/stocks/MDT/) | $2.1M | 26,749 | 0.5% | 19 |
| CARDINAL HEALTH INC | [CAH](https://holderbook.com/stocks/CAH/) | $2.0M | 8,455 | 0.4% | 18 |
| CONOCOPHILLIPS | [COP](https://holderbook.com/stocks/COP/) | $1.9M | 18,709 | 0.4% | 19 |
| CENCORA INC | [COR](https://holderbook.com/stocks/COR/) | $1.9M | 6,858 | 0.4% | 4 |
| INTERNATIONAL FLAVORS&FRAGRA | [IFF](https://holderbook.com/stocks/IFF/) | $1.9M | 23,734 | 0.4% | 2 |
| UNITED PARCEL SVCS INC | [UPS](https://holderbook.com/stocks/UPS/) | $1.8M | 17,149 | 0.4% | 2 |
| ROCKWELL AUTOMATION INC | [ROK](https://holderbook.com/stocks/ROK/) | $1.8M | 3,650 | 0.4% | 2 |
| EBAY INC. | [EBAY](https://holderbook.com/stocks/EBAY/) | $1.7M | 15,605 | 0.4% | 2 |
| ROCKET LAB CORP | [RKLB](https://holderbook.com/stocks/RKLB/) | $1.7M | 17,153 | 0.4% | 1 |
| EQUIFAX INC | [EFX](https://holderbook.com/stocks/EFX/) | $1.7M | 10,898 | 0.4% | 2 |
| BROADRIDGE FINL SOLUTIONS IN | [BR](https://holderbook.com/stocks/BR/) | $1.7M | 12,566 | 0.4% | 19 |
| MCCORMICK & CO INC | [MKC](https://holderbook.com/stocks/MKC/) | $1.7M | 33,464 | 0.4% | 2 |
| HASBRO INC | [HAS](https://holderbook.com/stocks/HAS/) | $1.6M | 19,766 | 0.4% | 2 |
| MOTOROLA SOLUTIONS INC | [MSI](https://holderbook.com/stocks/MSI/) | $1.6M | 3,814 | 0.4% | 2 |
| TEXAS INSTRS INC | [TXN](https://holderbook.com/stocks/TXN/) | $1.6M | 5,277 | 0.3% | 2 |
| HENRY JACK & ASSOC INC | [JKHY](https://holderbook.com/stocks/JKHY/) | $1.5M | 11,219 | 0.3% | 2 |
| AUTODESK INC | [ADSK](https://holderbook.com/stocks/ADSK/) | $1.5M | 7,490 | 0.3% | 18 |
| TOTALENERGIES SE | [TTE](https://holderbook.com/stocks/TTE/) | $1.3M | 16,759 | 0.3% | 3 |
| INGERSOLL RAND INC | [IR](https://holderbook.com/stocks/IR/) | $1.3M | 15,699 | 0.3% | 19 |
| PEPSICO INC | [PEP](https://holderbook.com/stocks/PEP/) | $1.3M | 9,432 | 0.3% | 2 |
| NISOURCE INC | [NI](https://holderbook.com/stocks/NI/) | $1.3M | 26,642 | 0.3% | 16 |
| S&P GLOBAL INC | [SPGI](https://holderbook.com/stocks/SPGI/) | $1.2M | 3,036 | 0.3% | 19 |
| ISHARES GOLD TR | [IAU](https://holderbook.com/stocks/IAU/) | $1.1M | 14,503 | 0.2% | 2 |
| DIAMONDBACK ENERGY INC | [FANG](https://holderbook.com/stocks/FANG/) | $1.1M | 6,000 | 0.2% | 9 |
| ACCENTURE PLC IRELAND | [ACN](https://holderbook.com/stocks/ACN/) | $1.0M | 8,146 | 0.2% | 19 |

## What the disclosed book did

Not the fund's return. This is the change in value of the positions disclosed on Form 13F, had they been left untouched, against SPY over the same quarter ends.

| Quarter | Book | Market | Difference | Priced |
|---|---|---|---|---|
| Q2 2026 | +14.3% | +14.8% | -0.5% | 99% |
| Q1 2026 | -1.9% | -4.6% | +2.7% | 100% |
| Q4 2025 | +3.8% | +2.4% | +1.5% | 100% |
| Q3 2025 | +9.2% | +7.8% | +1.4% | 101% |
| Q2 2025 | +10.9% | +10.5% | +0.4% | 100% |
| Q1 2025 | -5.0% | -4.6% | -0.4% | 100% |
| Q4 2024 | -0.5% | +2.1% | -2.6% | 101% |
| Q3 2024 | +7.3% | +5.4% | +1.8% | 100% |

## Quarter by quarter

| Quarter | Value | Positions |
|---|---|---|
| Q2 2026 | $449.6M | 846 |
| Q1 2026 | $400.8M | 583 |
| Q4 2025 | $280.6M | 402 |
| Q3 2025 | $450.4M | 712 |
| Q2 2025 | $179.9M | 405 |
| Q1 2025 | $163.6M | 378 |
| Q4 2024 | $176.2M | 326 |
| Q3 2024 | $390.1M | 572 |
| Q2 2024 | $348.6M | 596 |
| Q1 2024 | $168.8M | 208 |
| Q4 2023 | $144.0M | 222 |
| Q3 2023 | $231.3M | 406 |