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Strong Tower Advisory Services Portfolio
$568.4M across 92 positions as of 2026-09-30, with 40% of it in the ten largest. 4 quarters on file.
How the reported portfolio did
Each 13F's long stock positions, held to the next quarter's end, against the S&P 500. Yearly rates, on closes without dividends.
1 year
-3.8%
-18.3% a year vs the S&P 500
3 years
+16.6%
-4.7% a year vs the S&P 500
5 years
+9.3%
-2.9% a year vs the S&P 500
Quarters ahead
12 of 20
| Quarter | Portfolio | S&P 500 |
|---|---|---|
| Jun 30, 2026 to Sep 30, 2026 | +1.4% | +2.1% |
| Mar 31, 2026 to Jun 30, 2026 | +4.9% | +14.8% |
| Dec 31, 2025 to Mar 31, 2026 | -5.7% | -4.6% |
| Sep 30, 2025 to Dec 31, 2025 | -4.1% | +2.4% |
| Jun 30, 2025 to Sep 30, 2025 | +2.5% | +7.8% |
| Mar 31, 2025 to Jun 30, 2025 | +10.5% | +10.5% |
| Dec 31, 2024 to Mar 31, 2025 | -3.9% | -4.6% |
| Sep 30, 2024 to Dec 31, 2024 | +9.4% | +2.1% |
Largest first
Share is of this manager's reported book. A holding with no symbol is one this site does not track as a company; the filing's own name for it is shown instead.
| Holding | Value | Share | Shares |
|---|---|---|---|
| BINCiShares Flexible Income Active ETF | $29.8M | 5.2% | 585,808 |
| BMNRBitmine Immersion Technologies Inc | $28.3M | 5.0% | 1,070,814 |
| TLTiShares 20+ Year Treasury Bond ETF | $25.4M | 4.5% | 327,120 |
| NVDANVIDIA Corp | $25.3M | 4.4% | 110,666 |
| BLVVanguard Long-Term Bond ETF | $23.6M | 4.1% | 375,638 |
| MSFTMicrosoft Corp | $22.9M | 4.0% | 44,708 |
| MSTRStrategy Inc | $22.5M | 4.0% | 147,128 |
| HYGiShares iBoxx $ High Yield Corporate Bond ETF | $18.7M | 3.3% | 241,677 |
| PWRQuanta Services Inc | $15.9M | 2.8% | 24,742 |
| GOOGLAlphabet Inc | $15.9M | 2.8% | 46,137 |
| UNHUnitedHealth Group Inc | $15.8M | 2.8% | 42,924 |
| AMZNAmazon.com Inc | $14.8M | 2.6% | 59,410 |
| FCXFreeport-McMoRan Inc | $14.3M | 2.5% | 203,808 |
| AAPLApple Inc | $13.3M | 2.3% | 40,002 |
| LLYEli Lilly and Co | $12.3M | 2.2% | 10,659 |
| TSLATesla Inc | $12.2M | 2.1% | 34,374 |
| MMM3M Co | $11.8M | 2.1% | 71,973 |
| XOMExxonmobil Holdings Corp | $11.4M | 2.0% | 70,179 |
| VVisa Inc | $10.6M | 1.9% | 29,521 |
| BABoeing Co | $8.7M | 1.5% | 46,622 |
| LPXLouisiana-Pacific Corp | $8.7M | 1.5% | 134,326 |
| NEENextera Energy Inc | $7.7M | 1.4% | 101,883 |
| QNTQuantinuum Inc | $6.7M | 1.2% | 139,054 |
| AVGOBroadcom Inc | $6M | 1.1% | 17,074 |
| NEMNewmont Corporation | $5.5M | 1.0% | 48,031 |
| GARMIN LTD | $5.3M | 0.9% | 18,417 |
| LMTLockheed Martin Corp | $5M | 0.9% | 9,747 |
| PHParker-Hannifin Corp | $4.9M | 0.9% | 5,080 |
| BHPBHP Group Ltd | $4.7M | 0.8% | 55,141 |
| CNICanadian National Railway Co | $4.5M | 0.8% | 37,563 |
| EATON CORP PLC | $4.4M | 0.8% | 10,265 |
| CVXChevron Corp | $4.4M | 0.8% | 21,428 |
| ABBVAbbVie Inc | $4.3M | 0.8% | 16,406 |
| RTXRTX Corp | $4.3M | 0.8% | 23,069 |
| JPMJPMorgan Chase & Co | $4.2M | 0.7% | 12,664 |
| CEGConstellation Energy Corp | $4M | 0.7% | 15,847 |
| MAMastercard Inc | $4M | 0.7% | 7,237 |
| AWKAmerican Water Works Co Inc | $4M | 0.7% | 30,821 |
| ECLEcolab Inc | $4M | 0.7% | 14,523 |
| PMPhilip Morris International Inc | $4M | 0.7% | 20,890 |
| RSPInvesco S&P 500 Equal Weight ETF | $4M | 0.7% | 19,116 |
| VZVerizon Communications Inc | $3.9M | 0.7% | 84,681 |
| BLKBlackRock Inc | $3.9M | 0.7% | 3,658 |
| PGProcter & Gamble Co | $3.9M | 0.7% | 26,591 |
| COSTCostco Wholesale Corp | $3.8M | 0.7% | 4,225 |
| CTVACorteva Inc | $3.8M | 0.7% | 49,102 |
| MLPAGlobal X MLP ETF | $3.8M | 0.7% | 71,510 |
| WMTWalmart Inc | $3.7M | 0.7% | 35,882 |
| KMBKimberly-Clark Corp | $3.7M | 0.6% | 37,870 |
| KMIKinder Morgan Inc | $3.7M | 0.6% | 121,981 |
| ROPRoper Technologies Inc | $3.7M | 0.6% | 10,495 |
| SHWSherwin-Williams Co | $3.6M | 0.6% | 11,249 |
| ITWIllinois Tool Works Inc | $3.6M | 0.6% | 14,015 |
| IBMInternational Business Machines Corp | $3.5M | 0.6% | 16,073 |
| LHXL3Harris Technologies Inc | $3.5M | 0.6% | 14,755 |
| CMICummins Inc | $3.4M | 0.6% | 6,555 |
| MCDMcDonald's Corp | $3.3M | 0.6% | 14,443 |
| INFLEQTION INC | $3.3M | 0.6% | 246,415 |
| XELXcel Energy Inc | $3.3M | 0.6% | 46,901 |
| LOWLowe's Companies Inc | $3.3M | 0.6% | 17,915 |
| STERIS PLC | $3.3M | 0.6% | 15,640 |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | $3.2M | 0.6% | 7,085 |
| PLTRPalantir Technologies Inc | $2.9M | 0.5% | 15,537 |
| HUDBAY MINERALS INC | $2.3M | 0.4% | 87,553 |
| QQQMInvesco NASDAQ 100 ETF | $2.3M | 0.4% | 7,407 |
| POWELL INDS INC | $2.2M | 0.4% | 11,916 |
| MANITOWOC CO INC | $2.2M | 0.4% | 101,588 |
| IONQIONQ Inc | $1.6M | 0.3% | 35,681 |
| APHAmphenol Corp | $1.5M | 0.3% | 18,309 |
| WABWestinghouse Air Brake Technologies Corp | $1.5M | 0.3% | 5,288 |
| ROKRockwell Automation Inc | $1.5M | 0.3% | 3,479 |
| INODInnodata Inc | $1.5M | 0.3% | 22,157 |
| EQIXEquinix Inc | $1.4M | 0.3% | 1,424 |
| HIMSHims & Hers Health Inc | $1.4M | 0.2% | 46,597 |
| HASIHA Sustainable Infrastructure Capital Inc | $1.4M | 0.2% | 38,222 |
| TRANSMEDICS GROUP INC | $1.3M | 0.2% | 15,477 |
| ORLYO'Reilly Automotive Inc | $1.2M | 0.2% | 14,375 |
| LQDiShares iBoxx $ Investment Grade Corporate Bond ETF | $1.2M | 0.2% | 11,591 |
| TDGTransDigm Group Inc | $991K | 0.2% | 915 |
| POOLPool Corp | $945.9K | 0.2% | 5,843 |
| GOOGAlphabet Inc | $856.6K | 0.2% | 2,514 |
| RDDTReddit Inc | $844.4K | 0.1% | 5,928 |
| DOUBLELINE INCOME SOLUTIONS | $803.2K | 0.1% | 80,319 |
| JANUS DETROIT STR TR | $768.6K | 0.1% | 16,281 |
| RBB FD INC | $495.7K | 0.1% | 9,943 |
| IBITiShares Bitcoin Trust ETF | $466.8K | 0.1% | 9,860 |
| SPYState Street SPDR S&P 500 ETF Trust | $399.7K | 0.1% | 524 |
| METAMeta Platforms Inc | $355.3K | 0.1% | 490 |
| MSTRStrategy Inccall | $306.2K | 0.1% | 2,000 |
| TJXTJX Companies Inc | $286.7K | 0.1% | 2,167 |
| TGTTarget Corp | $259.9K | 0.0% | 1,659 |
| BRK.BBerkshire Hathaway Inc | $209.6K | 0.0% | 421 |
Quarter ending 2026-09-30.
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