Latest Strong Tower Advisory Services Stock Portfolio
Strong Tower Advisory Services Performance:
2025 Q3: 2.87%YTD: 9.98%2024: 30.54%
Performance for 2025 Q3 is 2.87%, and YTD is 9.98%, and 2024 is 30.54%.
About Strong Tower Advisory Services and 13F Hedge Fund Stock Holdings
Strong Tower Advisory Services is a hedge fund based in MINNEAPOLIS, MN. On 03-Mar-2023, the fund reported that it had an AUM (Regulated Assets under Management) of $341.4 Millions. In it's latest 13F Holdings report, Strong Tower Advisory Services reported an equity portfolio of $528 Millions as of 30 Sep, 2025.
The top stock holdings of Strong Tower Advisory Services are MSTR, AAXJ, NVDA. The fund has invested 5.5% of it's portfolio in STRATEGY INC and 4.8% of portfolio in ISHARES TR.
The fund managers got completely rid off FS KKR CAP CORP (FSK), NOVO-NORDISK A S and CION INVT CORP (CION) stocks. They significantly reduced their stock positions in ENOVIX CORPORATION (ENVX), STRATEGY INC (MSTR) and PALANTIR TECHNOLOGIES INC (PLTR). Strong Tower Advisory Services opened new stock positions in BITMINE IMMERSION TECNOLOGIE (BMNR), WINMARK CORP (WINA) and SUI GROUP HOLDINGS LIMITED (MCVT). The fund showed a lot of confidence in some stocks as they added substantially to PROLOGIS INC. (PLD), VANGUARD BD INDEX FDS (BIV) and RBB FD INC (EERN).
The top stock holdings of Strong Tower Advisory Services are MSTR, AAXJ, NVDA. The fund has invested 5.5% of it's portfolio in STRATEGY INC and 4.8% of portfolio in ISHARES TR.
The fund managers got completely rid off FS KKR CAP CORP (FSK), NOVO-NORDISK A S and CION INVT CORP (CION) stocks. They significantly reduced their stock positions in ENOVIX CORPORATION (ENVX), STRATEGY INC (MSTR) and PALANTIR TECHNOLOGIES INC (PLTR). Strong Tower Advisory Services opened new stock positions in BITMINE IMMERSION TECNOLOGIE (BMNR), WINMARK CORP (WINA) and SUI GROUP HOLDINGS LIMITED (MCVT). The fund showed a lot of confidence in some stocks as they added substantially to PROLOGIS INC. (PLD), VANGUARD BD INDEX FDS (BIV) and RBB FD INC (EERN).
Strong Tower Advisory Services Annual Return Estimates Vs S&P 500
Our best estimate is that Strong Tower Advisory Services made a return of 2.87% in the last quarter. In trailing 12 months, it's portfolio return was 18.81%.
New Buys
| Ticker | $ Bought |
|---|---|
| bitmine immersion tecnologie | 14,354,100 |
| winmark corp | 203,588 |
| sui group holdings limited | 38,986 |
New stocks bought by Strong Tower Advisory Services
Additions
| Ticker | % Inc. |
|---|---|
| prologis inc. | 176 |
| vanguard bd index fds | 119 |
| rbb fd inc | 65.62 |
| equinix inc | 60.03 |
| ha sustainable infra cap inc | 39.61 |
| unitedhealth group inc | 35.93 |
| factset resh sys inc | 31.88 |
| kimberly-clark corp | 24.18 |
Additions to existing portfolio by Strong Tower Advisory Services
Reductions
| Ticker | % Reduced |
|---|---|
| enovix corporation | -71.18 |
| strategy inc | -32.89 |
| palantir technologies inc | -19.08 |
| spdr s&p 500 etf tr | -17.13 |
| alphabet inc | -5.34 |
| nvidia corporation | -3.92 |
| eaton corp plc | -2.9 |
| broadcom inc | -2.2 |
Strong Tower Advisory Services reduced stake in above stock
Sold off
| Ticker | $ Sold |
|---|---|
| fs kkr cap corp | -22,905,100 |
| cion invt corp | -1,902,300 |
| novo-nordisk a s | -3,065,870 |
| ishares tr | -882,912 |
| badger meter inc | -249,359 |
| lululemon athletica inc | -238,768 |
Strong Tower Advisory Services got rid off the above stocks
Sector Distribution
Strong Tower Advisory Services has about 31.2% of it's holdings in Others sector.
| Sector | % |
|---|---|
| Others | 31.2 |
| Technology | 19.6 |
| Industrials | 12.8 |
| Consumer Cyclical | 7 |
| Healthcare | 5.3 |
| Financial Services | 5.1 |
| Basic Materials | 4.1 |
| Real Estate | 3.9 |
| Energy | 3.1 |
| Consumer Defensive | 2.9 |
| Communication Services | 2.9 |
| Utilities | 2.1 |
Market Cap. Distribution
Strong Tower Advisory Services has about 62.9% of it's portfolio invested in the large-cap and mega-cap stocks.
| Category | % |
|---|---|
| LARGE-CAP | 32.4 |
| UNALLOCATED | 31.2 |
| MEGA-CAP | 30.5 |
| SMALL-CAP | 4.2 |
| MID-CAP | 1.8 |
Stocks belong to which Index?
About 66.5% of the stocks held by Strong Tower Advisory Services either belong to S&P 500 or RUSSELL 2000 index.
| Index | % |
|---|---|
| S&P 500 | 56.3 |
| Others | 33.5 |
| RUSSELL 2000 | 10.2 |
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 97 stocks in it's portfolio. About 39.1% of the portfolio is in top 10 stocks. MSTR proved to be the most loss making stock for the portfolio. TSLA was the most profitable stock for Strong Tower Advisory Services last quarter.
Last Reported on: 15 Oct, 2025| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| AAPL | apple inc | 1.95 | 40,395 | 10,285,700 | reduced | -1.48 | ||
| AAXJ | ishares tr | 4.80 | 312,045 | 25,335,000 | added | 4.27 | ||
| ABBV | abbvie inc | 0.63 | 14,278 | 3,305,970 | added | 0.74 | ||
| AGNG | global x fds | 0.46 | 49,893 | 2,415,840 | added | 7.73 | ||
| AGT | ishares tr | 0.16 | 11,567 | 852,864 | added | 7.61 | ||
| AMZN | amazon com inc | 2.34 | 56,375 | 12,378,300 | reduced | -1.58 | ||
| APH | amphenol corp new | 0.25 | 10,653 | 1,318,290 | added | 2.00 | ||
| AVGO | broadcom inc | 1.14 | 18,162 | 5,991,820 | reduced | -2.2 | ||
| AWK | american wtr wks co inc new | 0.47 | 17,669 | 2,459,300 | added | 5.79 | ||
| BA | boeing co | 1.70 | 41,578 | 8,973,780 | added | 2.49 | ||
| BAB | invesco exch traded fd tr ii | 0.31 | 6,718 | 1,660,150 | reduced | -0.44 | ||
| BABA | alibaba group hldg ltd | 2.05 | 60,649 | 10,839,700 | added | 6.19 | ||
| BIL | spdr series trust | 0.70 | 47,072 | 3,687,620 | added | 2.55 | ||
| BIV | vanguard bd index fds | 3.28 | 244,170 | 17,299,400 | added | 119 | ||
| BMI | badger meter inc | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| BMNR | bitmine immersion tecnologie | 2.72 | 276,412 | 14,354,100 | new | |||
| BSX | boston scientific corp | 0.08 | 4,170 | 407,117 | unchanged | 0.00 | ||
| CEG | constellation energy corp | 1.00 | 15,988 | 5,261,170 | reduced | -2.06 | ||
| CION | cion invt corp | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| CMI | cummins inc | 0.72 | 8,994 | 3,798,730 | reduced | -0.33 | ||