Strengthening Families & Communities, LLC — 13F Holdings & Portfolio

CIK 1921196 · latest 13F-HR filed 2026-08-11

Strengthening Families & Communities, LLC manages $449.6M in 13F-reported U.S. long-equity assets across 846 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are AAPL (3.61%), SPUS (3.38%), NVDA (3.19%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 281 new positions and exited 24; 311 existing positions rose in reported value and 148 fell.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

AUM

$449.6M

Long-equity book

Holdings

846

Distinct positions

Period

2026-06-30

Filed 2026-08-11

Q/Q Activity

+281 / −24 / ↑311 / ↓148

vs 2026-03-31

Portfolio charts

Latest quarter's book, what changed, and how the portfolio has evolved across filings.

Portfolio map

Q2 26

AAPL3.6% · +1%SPUS3.4% · -1%NVDA3.2% · -0%VGT3.1% · +690%FHLC2.7% · +2%QQQ2.6% · -2%VCR2.5% · +1%VAW2.2% · +2%VIS2.1% · -0%MRVL2.1% · -1%VOO2.0% · -0%AMZN2.0% · -0%CRS1.9% · +1%GOOG1.7% · -1%GOOGL1.6% · -5%LRCX1.6% · -10%AVGO1.5% · -10%VDE1.4% · +1%CMI1.3% · -0%JNJ1.2% · +3%VDC1.2% · +1%MRK1.2% · +4%IBM1.2% · +2%ASML1.1% · -1%MSFT1.0% · -1%SCCO1.0% · +0%TSM1.0% · +3%XOM1.0% · +2%AMAT1.0% · +2%CSCO0.9% · +2%PH0.9% · -1%LLY0.9% · +1%MA0.9% · +0%DFEM0.9% · +1%ROST0.9% · -0%NEM0.9% · -0%MMM0.8% · +4%VPU0.8% · +5%BWA0.8% · -0%BE0.8% · -1%WMT0.8% · -0%CTVA0.8% · -0%CVS0.7% · +1%P0.7% · +0%HWM0.7% · +2%QCOM0.7% · +0%CSX0.7% · -0%ANET0.7% · +0%VO0.7% · +301%TSLA0.7% · +6%YUM0.7% · +2%KO0.6% · +1%RSG0.6% · +1%VRT0.6% · new PLD0.6% · +4%EMN0.6% · +6%MP0.6% · -0%HD0.6% · +1%FCX0.6% · -1%SNPS0.5% · -1%

Box size = position value; colour = change in share count vs the prior quarter (green added, red trimmed, blue new). Rows split across managers or share classes are combined. Click a box for the stock.

Sector mix

% of 13F value

Sectors from each company's SIC code; funds and ETFs grouped separately.

Biggest buys and sells

Q1 26 → Q2 26

Estimated from the change in shares held × the quarter-end price, so price moves alone don't count as buying. New and exited positions are included.

13F assets and positions

4 quarters

Total reported 13F value (bars) and number of positions (line) each quarter. Value changes include market moves.

Top positions over time

reported value

The eight largest current positions, valued at each quarter end.

Concentration

top 10 = 27.3%

Cumulative share of the portfolio held in the largest N positions.

Firm Profile & Key People

As of the firm’s regulatory filing dated Jul 10, 2026.

Assets Under Management

$610.0M

Discretionary

$593.7M

Employees

Accounts

626

Address

603 MASSACHUSETTS AVENUE
SUITE 200
BOSTON, MA 02118

Phone

(617) 708-0639

Website

www.instagram.com/hoopoeadvisors
www.linkedin.com/company/hoopoeadvisors
www.hoopoeadvisors.com

Name	Title / Status	Ownership	Type
ALI, SULEIMAN Control	CHIEF COMPLIANCE OFFICER since Jan 2016	Less than 5%	Individual
KALEEM, MOHAMMAD, BILAL Control	PRESIDENT since Nov 2016	Less than 5%	Individual
HOOPOE CAPITAL LLC	OWNER since Jul 2017	75% or more	Domestic Entity
ALI, SULEIMAN Control Indirect owner via HOOPOE CAPITAL LLC	OWNER since Jul 2017	25–50%	Individual
KALEEM, MOHAMMAD, BILAL Control Indirect owner via HOOPOE CAPITAL LLC	OWNER since Jul 2017	25–50%	Individual

Quarter-over-quarter changes

Changes in reported position value vs the prior 13F, so price moves count too, not just shares bought or sold.

Top Adds (vs prior quarter)

Show all 311 →

Top Trims

DELTA AIR LINES INC DEL-$3.1M -96.3%
W W GRAINGER INC-$1.8M -98.5%
EXXON MOBIL CORP-$977.4K -17.8%
GENPACT LIMITED-$930.4K -97.3%
VANGUARD SECTOR INDEX FDS-$865.2K -12.4%

Show all 148 →

New Positions

Show all 281 →

Exited Positions

Show all 24 →

Loading…

#	Issuer	Symbol	CUSIP	Value	Δ

Strengthening Families & Communities, LLC Holdings (2026-06-30)

#	Issuer	Symbol	CUSIP	Value	Weight	Shares	Type
1	APPLE INC	AAPL	037833100	$16.2M	3.61%	56,117	SH
2	TIDAL TRUST I	SPUS	886364801	$15.2M	3.38%	264,321	SH
3	NVIDIA CORP	NVDA	67066G104	$14.3M	3.19%	71,576	SH
4	VANGUARD SECTOR INDEX FDS	VGT	92204A702	$13.9M	3.10%	116,557	SH
5	FIDELITY MSCI HEALTH CARE	FHLC	316092600	$12.3M	2.74%	159,326	SH
6	INVESCO QQQ TR	QQQ	46090E103	$11.5M	2.56%	15,628	SH
7	VANGUARD SECTOR INDEX FDS	VCR	92204A108	$11.1M	2.48%	28,055	SH
8	VANGUARD SECTOR INDEX FDS	VAW	92204A801	$9.7M	2.17%	42,550	SH
9	VANGUARD SECTOR INDEX FDS	VIS	92204A603	$9.3M	2.06%	25,757	SH
10	MARVELL TECHNOLOGY INC	MRVL	573874104	$9.2M	2.06%	31,029	SH
11	VANGUARD S&P 500 ETF	VOO	922908363	$9.0M	1.99%	13,049	SH
12	AMAZON.COM INC	AMZN	023135106	$8.9M	1.97%	37,143	SH
13	CARPENTER TECHNOLOGY CORP	CRS	144285103	$8.3M	1.86%	13,531	SH
14	ALPHABET INC	GOOG	02079K107	$7.7M	1.70%	21,692	SH
15	ALPHABET INC	GOOGL	02079K305	$7.2M	1.60%	20,102	SH
16	LAM RESEARCH CORPORATION	LRCX	512807306	$7.1M	1.58%	16,351	SH
17	BROADCOM INC	AVGO	11135F101	$6.6M	1.47%	17,527	SH
18	VANGUARD SECTOR INDEX FDS	VDE	92204A306	$6.1M	1.36%	40,677	SH
19	CUMMINS INC	CMI	231021106	$5.7M	1.28%	8,037	SH
20	JOHNSON & JOHNSON	JNJ	478160104	$5.5M	1.21%	21,481	SH
21	VANGUARD SECTOR INDEX FDS	VDC	92204A207	$5.3M	1.19%	23,706	SH
22	MERCK & CO INC	MRK	58933Y105	$5.3M	1.18%	41,350	SH
23	INTERNATIONAL BUSINESS	IBM	459200101	$5.2M	1.17%	18,651	SH
24	ASML HOLDING N V	ASML	N07059210	$4.9M	1.08%	2,440	SH
25	MICROSOFT CORP	MSFT	594918104	$4.6M	1.03%	12,461	SH
26	SOUTHERN COPPER CORPORATION	SCCO	84265V105	$4.5M	1.01%	26,045	SH
27	TAIWAN SEMICONDUCTOR MFG CO	TSM	874039100	$4.5M	1.01%	9,499	SH
28	EXXON MOBIL CORP	XOM	30231G102	$4.5M	1.01%	33,079	SH
29	APPLIED MATERIALS INC	AMAT	038222105	$4.3M	0.96%	5,959	SH
30	CISCO SYSTEMS INC	CSCO	17275R102	$4.3M	0.95%	36,261	SH
31	PARKER HANNIFIN CORP	PH	701094104	$4.1M	0.92%	4,207	SH
32	ELI LILLY & CO	LLY	532457108	$4.1M	0.91%	3,421	SH
33	MASTERCARD INCORPORATED	MA	57636Q104	$4.1M	0.90%	7,903	SH
34	DIMENSIONAL ETF TRUST	DFEM	25434V732	$4.0M	0.89%	97,977	SH
35	ROSS STORES INC	ROST	778296103	$3.9M	0.88%	18,549	SH
36	NEWMONT CORPORATION	NEM	651639106	$3.9M	0.87%	41,735	SH
37	3M COMPANY	MMM	88579Y101	$3.8M	0.85%	23,570	SH
38	VANGUARD SECTOR INDEX FDS	VPU	92204A876	$3.8M	0.84%	19,381	SH
39	BORG WARNER AUTOMOTIVE INC	BWA	099724106	$3.8M	0.84%	56,856	SH
40	BLOOM ENERGY CORPORATION	BE	093712107	$3.8M	0.84%	12,464	SH
41	WALMART INC	WMT	931142103	$3.7M	0.82%	32,439	SH
42	CORTEVA INC	CTVA	22052L104	$3.6M	0.80%	42,276	SH
43	CVS HEALTH CORPORATION	CVS	126650100	$3.2M	0.70%	30,462	SH
44	EVERPURE INC	P	74624M102	$3.1M	0.69%	39,174	SH
45	HOWMET AEROSPACE INC	HWM	443201108	$3.1M	0.68%	11,452	SH
46	QUALCOMM INC	QCOM	747525103	$3.1M	0.68%	16,604	SH
47	CSX CORPORATION	CSX	126408103	$3.0M	0.67%	63,666	SH
48	ARISTA NETWORKS INC	ANET	040413205	$3.0M	0.67%	17,603	SH
49	VANGUARD INDEX FUNDS	VO	922908629	$3.0M	0.66%	36,710	SH
50	TESLA INC	TSLA	88160R101	$2.9M	0.65%	6,998	SH

Filing History

Period	Filed	AUM	Holdings	Accession
2026-06-30	2026-08-11	$449.6M	846	0001921196-26-000004
2026-03-31	2026-05-11	$400.8M	589	0001921196-26-000003
2025-12-31	2026-02-03	$280.6M	402	0001921196-26-000001
2025-09-30	2025-11-04	$450.4M	720	0001921196-25-000006

Filer Information

Address

603 MASSACHUSETTS AVE
SUITE 200
BOSTON, MA 02118

Phone

(617) 708-0639

Filing Manager

Strengthening Families & Communities, LLC

BOSTON, MA

Signatory

Syeda Ayesha Qadri

Investment Advisor Representative