Latest Strong Tower Advisory Services Stock Portfolio

Strong Tower Advisory Services Performance:

2026 Q1: -3.91%YTD: -3.91%2025: 6.82%

Performance for 2026 Q1 is -3.91%, and YTD is -3.91%, and 2025 is 6.82%.

About Strong Tower Advisory Services and 13F Hedge Fund Stock Holdings

Strong Tower Advisory Services is a hedge fund based in Minneapolis, MN. On 2026-04-16, the fund reported it's updated stock portfolio. In the 13F Holdings report, Strong Tower Advisory Services reported an equity portfolio of $531.4 Millions as of 31 Mar, 2026.

The top stock holdings of Strong Tower Advisory Services are IJR, HYMU, BIV. The fund has invested 5.8% of it's portfolio in ISHARES TR and 5.4% of portfolio in BLACKROCK ETF TRUST II.

The fund managers got completely rid off CAPITAL ONE FINL CORP (COF), PAYCHEX INC (PAYX) and FACTSET RESH SYS INC (FDS) stocks. They significantly reduced their stock positions in BERKSHIRE HATHAWAY INC DEL, INVESCO EXCHANGE TRADED FD T (CSD) and CUMMINS INC (CMI). Strong Tower Advisory Services opened new stock positions in TRANSMEDICS GROUP INC (TMDX), RBB FD INC (EERN) and TARGET CORP (TGT). The fund showed a lot of confidence in some stocks as they added substantially to UNITEDHEALTH GROUP INC (UNH), KIMBERLY-CLARK CORP (KMB) and TRAVELERS COMPANIES INC (TRV).

Strong Tower Advisory Services Annual Return Estimates Vs S&P 500

Our best estimate is that Strong Tower Advisory Services made a return of -3.91% in the last quarter. In trailing 12 months, it's portfolio return was 14.7%.

Performance
S&P 500

New Buys

Ticker	$ Bought
transmedics group inc	883,854
rbb fd inc	503,337
target corp	231,734

New stocks bought by Strong Tower Advisory Services

Additions

Ticker	% Inc.
unitedhealth group inc	48.19
kimberly-clark corp	37.63
travelers companies inc	24.27
visa inc	20.21
roper technologies inc	18.02
ishares tr	15.44
franklin bsp rlty tr inc	14.83
bitmine immersion tecnologie	11.47

Additions to existing portfolio by Strong Tower Advisory Services

Reductions

Ticker	% Reduced
berkshire hathaway inc del	-97.22
invesco exchange traded fd t	-44.7
cummins inc	-31.39
amphenol corp	-22.69
state str spdr s&p 500 etf t	-21.56
powell inds inc	-13.11
meta platforms inc	-7.39
nvidia corporation	-3.54

Strong Tower Advisory Services reduced stake in above stock

Sold off

Ticker	$ Sold
capital one finl corp	-10,329,500
paychex inc	-3,349,530
ishares tr	-930,692
plug power inc	-19,700
factset resh sys inc	-2,760,000
spdr series trust	-342,700
prologis inc.	-453,193
ishares tr	-222,843

Strong Tower Advisory Services got rid off the above stocks

Sector Distribution

Strong Tower Advisory Services has about 35.1% of it's holdings in Others sector.

Sector	%
Others	35.1
Technology	15.5
Industrials	13.7
Consumer Cyclical	6.4
Healthcare	6.3
Basic Materials	5.4
Energy	4.7
Consumer Defensive	3.5
Communication Services	3.5
Financial Services	3.1
Utilities	2.1

Market Cap. Distribution

Strong Tower Advisory Services has about 61.7% of it's portfolio invested in the large-cap and mega-cap stocks.

Category	%
UNALLOCATED	35.1
MEGA-CAP	34.6
LARGE-CAP	27.1
MID-CAP	2.7

Stocks belong to which Index?

About 62.4% of the stocks held by Strong Tower Advisory Services either belong to S&P 500 or RUSSELL 2000 index.

Index	%
S&P 500	57.4
Others	37.7
RUSSELL 2000	5

Top 5 Winners (%)		%
POWL	powell inds inc	65.1 %
XOM	exxon mobil corp	40.6 %
CVX	chevron corporation	35.7 %
PWR	quanta svcs inc	30.0 %
EQIX	equinix inc	27.3 %

Top 5 Winners ($)		$
XOM	exxon mobil corp	3.5 M
PWR	quanta svcs inc	3.3 M
FCX	freeport mcmoran inc	1.7 M
CVX	chevron corporation	1.3 M
POWL	powell inds inc	1.2 M

Top 5 Losers (%)		%
IONQ	ionq inc	-35.4 %
HIMS	hims & hers health inc	-35.1 %
BSX	boston scientific corp	-34.2 %
	ishares ethereum tr	-29.4 %
ENVX	enovix corporation	-29.1 %

Top 5 Losers ($)		$
MSFT	microsoft corp	-4.3 M
	ishares bitcoin trust etf	-4.1 M
BMNR	bitmine immersion tecnologie	-3.9 M
MSTR	strategy inc	-3.6 M
TSLA	tesla inc	-2.7 M

Strong Tower Advisory Services Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of Strong Tower Advisory Services

Strong Tower Advisory Services has 92 stocks in it's portfolio. About 38.1% of the portfolio is in top 10 stocks. MSFT proved to be the most loss making stock for the portfolio. XOM was the most profitable stock for Strong Tower Advisory Services last quarter.

Last Reported on: 16 Apr, 2026

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
AAPL	apple inc	1.99	41,631	10,565,500	added	2.94

AAXJ	ishares tr	3.64	243,418	19,366,300	added	3.82

ABBV	abbvie inc	0.61	14,876	3,235,320	added	0.74

AGNG	global x fds	0.70	69,569	3,747,700	added	1.00

AGT	ishares tr	0.00	0.00	0.00	sold off	-100

AMZN	amazon com inc	2.35	59,845	12,463,900	added	3.88

APH	amphenol corp	0.20	8,450	1,067,670	reduced	-22.69

AVGO	broadcom inc	1.06	18,266	5,653,510	added	1.99

AWK	american wtr wks co inc new	0.66	25,884	3,522,600	added	1.42

BA	boeing co	1.71	45,672	9,090,100	added	1.29

BAB	invesco exch traded fd tr ii	0.32	7,047	1,674,510	added	1.06

BABA	alibaba group hldg ltd	1.46	61,970	7,774,700	added	1.58

BHP	bhp billiton limited	0.92	66,921	4,867,830	reduced	-1.75

BIL	spdr series trust	0.00	0.00	0.00	sold off	-100

BIV	vanguard bd index fds	4.41	340,500	23,419,600	added	8.47

BMNR	bitmine immersion tecnologie	2.09	561,699	11,110,400	added	11.47

BSX	boston scientific corp	0.05	4,170	261,668	unchanged	0.00

CEG	constellation energy corp	0.82	15,669	4,375,570	reduced	-1.12

CMI	cummins inc	0.62	6,095	3,278,970	reduced	-31.39

CNI	canadian natl ry co	0.75	38,727	3,979,970	reduced	-0.32