Strengthening Families & Communities
BOSTON, MAfiles as Strengthening Families & Communities, LLC
$450m in 844 US stocks at the end of 30 June 2026. The top 10 are 27.3% of the money. It changed about 9.8% of the portfolio this quarter.
Value
$450m
Stocks
844
Top 10 share
27.3%
Turnover
9.8%
What changed this quarter
New
Bought for the first time this quarter.
- Vertiv HoldingsVRT0.6% of the fund
- Rocket LabRKLB0.4% of the fund
- Space Exploration TechnologiesSPCX0.2% of the fund
- Roundhill ETF TrustDRAM<0.1% of the fund
- J P Morgan Exchange Traded FJPST<0.1% of the fund
- X-EnergyXE<0.1% of the fund
- J P Morgan Exchange Traded FBBJP<0.1% of the fund
- Pimco ETF TRMINT<0.1% of the fund
- KLAKLAC<0.1% of the fund
- Pgim ETF TRPULS<0.1% of the fund
- WelltowerWELL<0.1% of the fund
- J P Morgan Exchange Traded FJPLD<0.1% of the fund
- Tema ETF TrustNASA<0.1% of the fund
- Western DigitalWDC<0.1% of the fund
- J P Morgan Exchange Traded FBBCA<0.1% of the fund
- EquinixEQIX<0.1% of the fund
- Vanguard Scottsdale FDSVGSH<0.1% of the fund
- Vanguard BD Index FDSVUSB<0.1% of the fund
- FedEx Freight Holding CompanyFDXF<0.1% of the fund
- F5FFIV<0.1% of the fund
- J P Morgan Exchange Traded FBBAX<0.1% of the fund
- NateraNTRA<0.1% of the fund
- Monolithic Power SystemsMPWR<0.1% of the fund
- J P Morgan Exchange Traded FJEPI<0.1% of the fund
- NucorNUE<0.1% of the fund
Added
Bought more of a stock they already held.
- Vanguard World FDVAW2.2% of the fund+2%
- Johnson & JohnsonJNJ1.2% of the fund+3%
- MerckMRK1.2% of the fund+4%
- International Business MachinesIBM1.2% of the fund+2%
- Taiwan Semiconductor ManufacturingTSM1.0% of the fund+3%
- ExxonMobil HoldingsXOM1.0% of the fund+2%
- Applied MaterialsAMAT1.0% of the fund+2%
- 3MMMM0.8% of the fund+4%
- Vanguard World FDVPU0.8% of the fund+5%
- Howmet AerospaceHWM0.7% of the fund+2%
- TeslaTSLA0.7% of the fund+6%
- PrologisPLD0.6% of the fund+4%
- Eastman ChemicalEMN0.6% of the fund+6%
- Thermo Fisher ScientificTMO0.5% of the fund+2%
- Procter & GamblePG0.5% of the fund+7%
- Becton DickinsonBDX0.5% of the fund+7%
- Owens CorningOC0.5% of the fund+2%
- Trane TechnologiesTT0.5% of the fund+5%
- IntuitINTU0.5% of the fund+965%
- MedtronicMDT0.5% of the fund+7%
- International Flavors & FragrancesIFF0.4% of the fund+2%
- United Parcel ServiceUPS0.4% of the fund+3%
- Rockwell AutomationROK0.4% of the fund+6%
- EquifaxEFX0.4% of the fund+3%
- McCormickMKC0.4% of the fund+3%
Cut
Sold some of their stake.
- Invesco QQQ TRQQQ2.6% of the fund-3%
- AlphabetGOOGL1.6% of the fund-5%
- Lam ResearchLRCX1.6% of the fund-10%
- BroadcomAVGO1.5% of the fund-10%
- Cardinal HealthCAH0.4% of the fund-8%
- CencoraCOR0.4% of the fund-7%
- Spdr Gold TRGLD0.2% of the fund-9%
- Uber TechnologiesUBER0.2% of the fund-43%
- Ishares TRAGG0.1% of the fund-4%
- Ultra Clean HoldingsUCTT<0.1% of the fund-3%
- Vanguard Index FDSVNQ<0.1% of the fund-3%
- UnitedHealth GroupUNH<0.1% of the fund-10%
- Spdr Series TrustRWR<0.1% of the fund-5%
- Delta Air LinesDAL<0.1% of the fund-97%
- Vanguard Scottsdale FDSVTWO<0.1% of the fund-5%
- Select Sector Spdr TRXLY<0.1% of the fund-3%
- WatersWAT<0.1% of the fund-91%
- W. P. CareyWPC<0.1% of the fund-11%
- Ishares TRSGOV<0.1% of the fund-43%
- Magna InternationalMGA<0.1% of the fund-13%
- W.W. GraingerGWW<0.1% of the fund-99%
- Vanguard World FDVOX<0.1% of the fund-24%
- GenpactG<0.1% of the fund-96%
- Encompass HealthEHC<0.1% of the fund-17%
- Coeur MiningCDE<0.1% of the fund-35%
Sold out
Sold their entire stake.
- Jones Lang Lasalle Income PptyZIPTMX-100%
- Siemens A G - ADRSIEGY-100%
- Jones Lang Lasalle Income PptyZIPIMX-100%
- Jones Lang Lasalle IncomeZIPTAX-100%
- Cantor Fitzgerald Income TRZRGPAX-100%
- OrangeORANY-100%
- Arcellx-100%
- KBS Real Estate Investment Trust IIIKBSR-100%
- Ishares TRIEFA-100%
- ABB LTD -Spons ADRABBNY-100%
- Lenovo GroupLNVGY-100%
- Archer AviationACHR-100%
- Ishares TRIWP-100%
- Ishares TRSCZ-100%
- IsharesIEMG-100%
- Spdr Series TrustSPYM-100%
- DuPont de NemoursDD-100%
- Enhabit-100%
- Goodyear Tire & RubberGT-100%
- Copa HoldingsCPA-100%
- LyftLYFT-100%
- State STR Spdr S&P Midcap 40MDY-100%
- Samsonite Group S ASMSEY-100%
- Tokyo ElectronTOELY-100%
Holdings
- Tidal Trust ISPUS
- Share
- 3.4%
- Value
- $15m
- Shares
- 264,321
Held
- Vanguard World FDVGT
- Share
- 3.1%
- Value
- $14m
- Shares
- 116,557
Held
- Fidelity Covington TrustFHLC
- Share
- 2.7%
- Value
- $12m
- Shares
- 159,326
Held
- Invesco QQQ TRQQQ
- Share
- 2.6%
- Value
- $12m
- Shares
- 15,628
-3%
- Vanguard World FDVCR
- Share
- 2.5%
- Value
- $11m
- Shares
- 28,055
Held
- Vanguard World FDVAW
- Share
- 2.2%
- Value
- $10m
- Shares
- 42,550
+2%
- Vanguard World FDVIS
- Share
- 2.1%
- Value
- $9m
- Shares
- 25,757
Held
- Vanguard Index FDSVOO
- Share
- 2.0%
- Value
- $9m
- Shares
- 13,049
Held
- Vanguard World FDVDE
- Share
- 1.4%
- Value
- $6m
- Shares
- 40,677
Held
- Vanguard World FDVDC
- Share
- 1.2%
- Value
- $5m
- Shares
- 23,706
Held
- Dimensional ETF TrustDFEM
- Share
- 0.9%
- Value
- $4m
- Shares
- 97,977
Held
- Vanguard World FDVPU
- Share
- 0.8%
- Value
- $4m
- Shares
- 19,381
+5%
- Vanguard Index FDSVO
- Share
- 0.7%
- Value
- $3m
- Shares
- 36,710
Held
- Ishares Gold TRIAU
- Share
- 0.2%
- Value
- $1m
- Shares
- 14,503
Held
| Company | Share of fund | Value | Shares | Change |
|---|---|---|---|---|
| AppleAAPL | 3.6% | $16m | 56,117 | Held |
| Tidal Trust ISPUS | 3.4% | $15m | 264,321 | Held |
| NvidiaNVDA | 3.2% | $14m | 71,576 | Held |
| Vanguard World FDVGT | 3.1% | $14m | 116,557 | Held |
| Fidelity Covington TrustFHLC | 2.7% | $12m | 159,326 | Held |
| Invesco QQQ TRQQQ | 2.6% | $12m | 15,628 | -3% |
| Vanguard World FDVCR | 2.5% | $11m | 28,055 | Held |
| Vanguard World FDVAW | 2.2% | $10m | 42,550 | +2% |
| Vanguard World FDVIS | 2.1% | $9m | 25,757 | Held |
| Marvell TechnologyMRVL | 2.1% | $9m | 31,029 | Held |
| Vanguard Index FDSVOO | 2.0% | $9m | 13,049 | Held |
| Amazon.comAMZN | 2.0% | $9m | 37,143 | Held |
| Carpenter TechnologyCRS | 1.9% | $8m | 13,531 | Held |
| AlphabetGOOG | 1.7% | $8m | 21,692 | Held |
| AlphabetGOOGL | 1.6% | $7m | 20,102 | -5% |
| Lam ResearchLRCX | 1.6% | $7m | 16,351 | -10% |
| BroadcomAVGO | 1.5% | $7m | 17,527 | -10% |
| Vanguard World FDVDE | 1.4% | $6m | 40,677 | Held |
| CumminsCMI | 1.3% | $6m | 8,037 | Held |
| Johnson & JohnsonJNJ | 1.2% | $5m | 21,481 | +3% |
| Vanguard World FDVDC | 1.2% | $5m | 23,706 | Held |
| MerckMRK | 1.2% | $5m | 41,350 | +4% |
| International Business MachinesIBM | 1.2% | $5m | 18,651 | +2% |
| ASML Holding NVASML | 1.1% | $5m | 2,440 | Held |
| MicrosoftMSFT | 1.0% | $5m | 12,461 | Held |
| Southern CopperSCCO | 1.0% | $5m | 26,045 | Held |
| Taiwan Semiconductor ManufacturingTSM | 1.0% | $5m | 9,499 | +3% |
| ExxonMobil HoldingsXOM | 1.0% | $5m | 33,079 | +2% |
| Applied MaterialsAMAT | 1.0% | $4m | 5,959 | +2% |
| Cisco SystemsCSCO | 0.9% | $4m | 36,261 | Held |
| Parker-HannifinPH | 0.9% | $4m | 4,207 | Held |
| Eli LillyLLY | 0.9% | $4m | 3,421 | Held |
| MastercardMA | 0.9% | $4m | 7,903 | Held |
| Dimensional ETF TrustDFEM | 0.9% | $4m | 97,977 | Held |
| Ross StoresROST | 0.9% | $4m | 18,549 | Held |
| NewmontNEM | 0.9% | $4m | 41,735 | Held |
| 3MMMM | 0.8% | $4m | 23,570 | +4% |
| Vanguard World FDVPU | 0.8% | $4m | 19,381 | +5% |
| BorgwarnerBWA | 0.8% | $4m | 56,856 | Held |
| Bloom EnergyBE | 0.8% | $4m | 12,464 | Held |
| WalmartWMT | 0.8% | $4m | 32,439 | Held |
| CortevaCTVA | 0.8% | $4m | 42,276 | Held |
| CVS HealthCVS | 0.7% | $3m | 30,462 | Held |
| EverpureP | 0.7% | $3m | 39,174 | Held |
| Howmet AerospaceHWM | 0.7% | $3m | 11,452 | +2% |
| QualcommQCOM | 0.7% | $3m | 16,604 | Held |
| CSXCSX | 0.7% | $3m | 63,666 | Held |
| Arista NetworksANET | 0.7% | $3m | 17,603 | Held |
| Vanguard Index FDSVO | 0.7% | $3m | 36,710 | Held |
| TeslaTSLA | 0.7% | $3m | 6,998 | +6% |
| YUM BrandsYUM | 0.7% | $3m | 18,405 | Held |
| Coca-ColaKO | 0.6% | $3m | 35,595 | Held |
| Republic ServicesRSG | 0.6% | $3m | 13,548 | Held |
| Vertiv HoldingsVRT | 0.6% | $3m | 8,422 | New |
| PrologisPLD | 0.6% | $3m | 20,743 | +4% |
| Eastman ChemicalEMN | 0.6% | $3m | 40,966 | +6% |
| MP MaterialsMP | 0.6% | $3m | 45,798 | Held |
| Home DepotHD | 0.6% | $3m | 7,183 | Held |
| Freeport-McMoRanFCX | 0.6% | $3m | 40,038 | Held |
| SynopsysSNPS | 0.5% | $2m | 5,517 | Held |
| StrykerSYK | 0.5% | $2m | 7,750 | Held |
| Air Products & ChemicalsAPD | 0.5% | $2m | 8,268 | Held |
| Commvault SystemsCVLT | 0.5% | $2m | 16,733 | Held |
| Thermo Fisher ScientificTMO | 0.5% | $2m | 4,700 | +2% |
| Procter & GamblePG | 0.5% | $2m | 15,930 | +7% |
| Becton DickinsonBDX | 0.5% | $2m | 15,398 | +7% |
| Owens CorningOC | 0.5% | $2m | 14,657 | +2% |
| XylemXYL | 0.5% | $2m | 19,323 | Held |
| SterisSTE | 0.5% | $2m | 10,823 | Held |
| AptargroupATR | 0.5% | $2m | 18,191 | Held |
| Automatic Data ProcessingADP | 0.5% | $2m | 10,067 | Held |
| Trane TechnologiesTT | 0.5% | $2m | 4,562 | +5% |
| IntuitINTU | 0.5% | $2m | 8,500 | +965% |
| PVHPVH | 0.5% | $2m | 29,694 | Held |
| McDonald'sMCD | 0.5% | $2m | 7,970 | Held |
| MedtronicMDT | 0.5% | $2m | 26,749 | +7% |
| Cardinal HealthCAH | 0.4% | $2m | 8,455 | -8% |
| ConocoPhillipsCOP | 0.4% | $2m | 18,709 | Held |
| CencoraCOR | 0.4% | $2m | 6,858 | -7% |
| International Flavors & FragrancesIFF | 0.4% | $2m | 23,734 | +2% |
| United Parcel ServiceUPS | 0.4% | $2m | 17,149 | +3% |
| Rockwell AutomationROK | 0.4% | $2m | 3,650 | +6% |
| eBayEBAY | 0.4% | $2m | 15,605 | Held |
| Rocket LabRKLB | 0.4% | $2m | 17,153 | New |
| EquifaxEFX | 0.4% | $2m | 10,898 | +3% |
| Broadridge Financial SolutionsBR | 0.4% | $2m | 12,566 | Held |
| McCormickMKC | 0.4% | $2m | 33,464 | +3% |
| HasbroHAS | 0.4% | $2m | 19,766 | +6% |
| Motorola SolutionsMSI | 0.4% | $2m | 3,814 | Held |
| Texas InstrumentsTXN | 0.3% | $2m | 5,277 | Held |
| Jack Henry & AssociatesJKHY | 0.3% | $2m | 11,219 | +4% |
| AutodeskADSK | 0.3% | $1m | 7,490 | Held |
| TotalEnergies SETTE | 0.3% | $1m | 16,759 | +6% |
| Ingersoll RandIR | 0.3% | $1m | 15,699 | Held |
| PepsiCoPEP | 0.3% | $1m | 9,432 | +9% |
| NisourceNI | 0.3% | $1m | 26,642 | Held |
| S&P GlobalSPGI | 0.3% | $1m | 3,036 | +9% |
| Ishares Gold TRIAU | 0.2% | $1m | 14,503 | Held |
| Diamondback EnergyFANG | 0.2% | $1m | 6,000 | +5% |
| AccentureACN | 0.2% | $1m | 8,146 | +4% |
Showing the largest 100 of 844.
Over time and by industry
Value over time
Jun '25
Dec '25
Jun '26
Value is up 149.9% since 30 June 2025.
Where the money is
Technology23.8%
Industrials14.2%
Health care8.1%
Retail & consumer7.7%
Materials6.4%
Media & telecom3.7%
Everyday goods2.7%
Energy2.1%
Financial services2.0%
Real estate0.7%
Utilities0.5%
Other28.1%
From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.