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Latest Strong Tower Advisory Services Stock Portfolio

$558Million | No. of Holdings #93

Strong Tower Advisory Services Performance

2026 Q2+4.44%
YTD+0.36%
2025+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 2026-07-13, the fund reported it's updated stock portfolio. In the 13F Holdings report, Strong Tower Advisory Services reported an equity portfolio of $558.1 Millions as of 30 Jun, 2026. <br><br> The top stock holdings of Strong Tower Advisory Services are HYMU, BIV, NVDA. The fund has invested 5.5% of it's portfolio in BLACKROCK ETF TRUST II and 4.6% of portfolio in VANGUARD BD INDEX FDS. <br><br> The fund managers got completely rid off ALIBABA GROUP HLDG LTD (BABA), SOLVENTUM CORP and MERCK & CO INC (MRK) stocks. They significantly reduced their stock positions in ISHARES TR (IJR), ISHARES BITCOIN TRUST ETF and POWELL INDS INC (POWL). Strong Tower Advisory Services opened new stock positions in QUANTINUUM INC, NEXTERA ENERGY INC (NEE) and INTERNATIONAL BUSINESS MACHS (IBM). The fund showed a lot of confidence in some stocks as they added substantially to ISHARES ETHEREUM TR, TRANSMEDICS GROUP INC (TMDX) and HIMS & HERS HEALTH INC (HIMS).
Strong Tower Advisory Services Equity Portfolio Value
Last Reported on: 13 Jul, 2026
$558Million
  as of Jul 13, 2026

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

Our best estimate is that Strong Tower Advisory Services made a return of 4.44% in the last quarter. In trailing 12 months, it's portfolio return was 0.16%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
quantinuum inc10,505,600
nextera energy inc8,740,490
international business machs3,958,310
infleqtion inc2,966,190
taiwan semiconductor manufac2,943,740
reddit inc951,218
doubleline income solutions831,646
spdr series trust239,352
New stocks bought by Strong Tower Advisory Services

Additions

Ticker% Inc.
ishares ethereum tr96.72
transmedics group inc70.51
hims & hers health inc62.65
oreilly automotive inc38.2
pool corp34.12
3m co30.19
mcdonalds corp29.35
state str spdr s&p 500 etf t23.93
Additions to existing portfolio by Strong Tower Advisory Services

Reductions

Ticker% Reduced
ishares tr-44.88
ishares bitcoin trust etf-39.85
powell inds inc-24.7
bhp billiton limited-17.09
innodata inc-12.97
parker-hannifin corp-10.2
hudbay minerals inc-8.88
target corp-7.58
Strong Tower Advisory Services reduced stake in above stock

Sold off

Ticker$ Sold
energy transfer l p-3,807,140
solventum corp-7,359,510
franklin bsp rlty tr inc-736,499
alibaba group hldg ltd-7,774,700
enovix corporation-218,021
merck & co inc-3,928,120
boston scientific corp-261,668
travelers companies inc-359,933
Strong Tower Advisory Services got rid off the above stocks

Sector Distribution

Strong Tower Advisory Services has about 31.1% of it's holdings in Others sector.

  • Others
  • Technology
  • Industrials
  • Healthcare
  • Consumer Cyclical
  • Basic Materials
  • Consumer Defensive
  • Communication Services
  • Utilities
  • Financial Services
  • Energy
Sector%
Others31.1
Technology16.1
Industrials15.6
Healthcare7.1
Consumer Cyclical6.8
Basic Materials5.3
Consumer Defensive3.8
Communication Services3.8
Utilities3.6
Financial Services3.2
Energy3

Market Cap. Distribution

Strong Tower Advisory Services has about 65% of it's portfolio invested in the large-cap and mega-cap stocks.

  • MEGA-CAP
  • UNALLOCATED
  • LARGE-CAP
  • MID-CAP
Category%
MEGA-CAP36.7
UNALLOCATED31.1
LARGE-CAP28.3
MID-CAP3.4

Stocks belong to which Index?

About 66.7% of the stocks held by Strong Tower Advisory Services either belong to S&P 500 or RUSSELL 2000 index.

  • S&P 500
  • Others
  • RUSSELL 2000
Index%
S&P 50062.3
Others33.2
RUSSELL 20004.4
Top 5 Winners (%)%
INOD
innodata inc
89.5 %
IONQ
ionq inc
80.3 %
UNH
unitedhealth group inc
53.4 %
POWL
powell inds inc
51.5 %
HIMS
hims & hers health inc
47.9 %
Top 5 Winners ($)$
UNH
unitedhealth group inc
6.4 M
PWR
quanta svcs inc
4.4 M
GOOG
alphabet inc
3.3 M
NVDA
nvidia corporation
3.2 M
LLY
eli lilly & co
3.1 M
Top 5 Losers (%)%
BMNR
bitmine immersion techs inc
-31.8 %
MSTR
strategy inc
-29.9 %
TMDX
transmedics group inc
-28.3 %
ishares ethereum tr
-20.0 %
PLTR
palantir technologies inc
-19.7 %
Top 5 Losers ($)$
MSTR
strategy inc
-5.2 M
BMNR
bitmine immersion techs inc
-3.8 M
XOM
exxon mobil corp
-2.3 M
ishares bitcoin trust etf
-1.6 M
CVX
chevron corporation
-0.9 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 93 stocks in it's portfolio. About 36.8% of the portfolio is in top 10 stocks. MSTR proved to be the most loss making stock for the portfolio. UNH was the most profitable stock for Strong Tower Advisory Services last quarter.

$557.89MTotal Value
101Positions
13 Jul, 2026Last Reported
Current holdings of Current Stock Holdings of Strong Tower Advisory Services, last reported on 13 Jul, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Strong Tower Advisory Services's holding in Ishares Tr over time
3.46%241,084
$19.28M
3.46%
decreased 0.96 percentreduced
AGNG
Global X Fds

Global X Fds

AGNG
Strong Tower Advisory Services's holding in Global X Fds over time
0.67%70,782
$3.76M
0.67%
increased 1.74 percentadded
BAB
Invesco Exch Traded Fd Tr Ii

Invesco Exch Traded Fd Tr Ii

BAB
Strong Tower Advisory Services's holding in Invesco Exch Traded Fd Tr Ii over time
0.39%7,137
$2.16M
0.39%
increased 1.28 percentadded
BABA
Alibaba Group Hldg Ltd

Alibaba Group Hldg Ltd

BABA
Strong Tower Advisory Services's holding in Alibaba Group Hldg Ltd over time
0%0.00
$0.00
0%
decreased 100 percentsold off
BHP
Bhp Billiton Limited

Bhp Billiton Limited

BHP
Strong Tower Advisory Services's holding in Bhp Billiton Limited over time
0.83%55,482
$4.62M
0.83%
decreased 17.09 percentreduced
BIL
Spdr Series Trust

Spdr Series Trust

BIL
Strong Tower Advisory Services's holding in Spdr Series Trust over time
0.04%2,724
$239.4K
0.04%
new position
BIV
Vanguard Bd Index Fds

Vanguard Bd Index Fds

BIV
Strong Tower Advisory Services's holding in Vanguard Bd Index Fds over time
4.58%370,423
$25.53M
4.58%
increased 8.79 percentadded
BMNR
Bitmine Immersion Techs Inc

Bitmine Immersion Techs Inc

BMNR
Strong Tower Advisory Services's holding in Bitmine Immersion Techs Inc over time
1.46%613,431
$8.16M
1.46%
increased 9.21 percentadded
CNI
Canadian Natl Ry Co

Canadian Natl Ry Co

CNI
Strong Tower Advisory Services's holding in Canadian Natl Ry Co over time
0.82%38,294
$4.57M
0.82%
decreased 1.12 percentreduced