ST

Strong Tower Advisory Services

Diversified strategyMomentum followerQuality / disciplined sizing

Total reported value

$531.4M

Reporting period: 2026-03-31 · Number of holdings: 92

Strong Tower Advisory Services disclosed 92 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $531.4M and a quarterly turnover rate of 17.8%.

Personality snowflake

Concentration
9.53
Portfolio Stability
17.84
Momentum/Contrarian
100
Sector conviction
47.15
Diversification
100
Sizing Uniformity
89.03

Recent moves

  • Trim BRK-B

    -97.2%　-$8.1M

  • Add XOM

    +1.4%　$3.7M

  • Add PWR

    -0.6%　$3.3M

  • Add LQD

    +8.8%　$2.2M

  • Add BINC

    +10.2%　$2.2M

  • Add TLT

    +15.4%　$2.3M

Holdings Map

New buyAddUnchangedTrim

Top 10 holdings by weight

Full holdings list this quarter

#TickerIssuerAsset SubclassWeightWeight ChangeShares Change4Q Trend
1LQDIshr Ibx Usd Invgd Cb Etf-uiETF-Corp Bonds5.78%+0.67%+8.77%
2BINCIshares Flex I A Etf-usd INCETF-Other5.38%+0.65%+10.17%
3BLVVanguard Long-term Bond ETFETF-Other4.41%+0.50%+8.47%
4NVDANvidia CORPStock-Tech4.19%-0.23%-3.54%
5HYGIshr Ibx Usd Hiyld Cb Etf-uiETF-High Yield3.64%+0.26%+3.82%
6TLTIshares 20+ Year Treasury BdETF-Gov Bonds3.38%+0.58%+15.44%
7MSTRStrategy INCStock-Tech3.16%-0.34%+4.62%
8IBITIshares Bitcoin Trust ETFETF-Crypto2.75%-0.41%+6.79%
9PWRQuanta Services INCStock-Industrials2.72%+0.72%-0.57%
10MSFTMicrosoft CORPStock-Tech2.67%-0.50%+4.75%
11GOOGLAlphabet Inc-cl AStock-Comm Services2.56%-0.16%-2.51%
12TSLATesla INCStock-Consumer Disc2.44%-0.27%+3.52%
13AMZNAmazon.com INCStock-Consumer Disc2.35%-0.03%+3.88%
14FCXFreeport-mcmoran INCStock-Materials2.31%+0.40%-0.38%
15XOMExxon Mobil CORPStock-Energy2.29%+0.76%+1.37%
16UNHUnitedhealth Group INCStock-Healthcare2.27%+0.49%+48.19%
17BMNRBitmine Immersion TechnologiStock-Financials2.09%-0.36%+11.47%
18AAPLApple INCStock-Tech1.99%—+2.94%
19LLYEli Lilly & CoStock-Healthcare1.90%-0.18%+1.17%
20BABoeing Co/theStock-Industrials1.71%-0.04%+1.29%
21VVisa Inc-class A SharesStock-Financials1.69%—+20.21%
22MMM3m CoStock-Industrials1.52%-0.04%+2.63%
23LPXLouisiana-pacific CORPStock-Industrials1.49%-0.05%+1.94%
24BABAAlibaba Group Holding-sp AdrStock-Consumer Disc1.46%-0.14%+1.58%
25SOLVSolventum CORPStock-Healthcare1.38%-0.14%+4.93%
26AVGOBroadcom INCStock-Tech1.06%-0.05%+1.99%
27NEMNewmont CORPStock-Materials1.01%—-0.87%
28PHParker Hannifin CORPStock-Industrials0.97%—-1.21%
29CVXChevron CORPStock-Energy0.92%+0.28%+0.21%
30BHPBhp Group Ltd-spon AdrStock-Materials0.92%+0.18%-1.75%
31LHXL3harris Technologies INCStock-Industrials0.90%+0.16%-1.81%
32RTXRtx CORPStock-Industrials0.87%—-2.70%
33CEGConstellation EnergyStock-Utilities0.82%-0.18%-1.12%
34GRMNGarmin Ltd.Stock-Tech0.82%+0.13%-0.83%
35WMTWalmart INCStock-Consumer Staples0.77%+0.12%+1.56%
36VZVerizon Communications INCStock-Comm Services0.75%+0.18%+1.38%
37CNICanadian Natl Railway CoStock-Industrials0.75%—-0.32%
38CTVACorteva INCStock-Materials0.75%+0.18%+0.94%
39COSTCostco Wholesale CORPStock-Consumer Staples0.74%+0.14%+2.46%
40MRKMerck & Co. INC.Stock-Healthcare0.74%+0.13%+0.77%
41KMIKinder Morgan INCStock-Energy0.74%+0.19%+4.21%
42ETEnergy Transfer LPStock-Energy0.72%+0.16%+3.89%
43MLPAGlobal X Mlp ETFETF-Other0.71%—+1.00%
44ECLEcolab INCStock-Materials0.71%—-0.26%
45LOWLowe's Cos INCStock-Consumer Disc0.70%—-0.46%
46ETNEaton Corporation plcStock-Industrials0.69%+0.13%+4.96%
47RSPInvesco S&p 500 Equal WeightETF-Large Cap & Growth0.69%-0.50%-44.70%
48ITWIllinois Tool WorksStock-Industrials0.69%—-0.40%
49JPMJpmorgan Chase & CoStock-Financials0.69%—+0.79%
50MAMastercard INC - AStock-Financials0.67%—+5.15%
1–50 of 92

Holding changes this quarter

Strong Tower Advisory Services's most significant position changes for 2026-03-31: Sold out: Capital One Financial CORP (COF); Sold out: Paychex INC (PAYX); Sold out: Factset Research Systems INC (FDS); Sold out: Ishares Russell 2500 ETF (SMMD); New buy: Transmedics Group INC (TMDX).

Position changes disclosed by Strong Tower Advisory Services for the quarter ending 2026-03-31, including ticker, issuer, weight change, shares change, and action
#TickerIssuerWeight ChangeShares ChangeAction
1XOMExxon Mobil CORP+0.8%+1.37%Add
2PWRQuanta Services INC+0.7%-0.57%Trim
3LQDIshr Ibx Usd Invgd Cb Etf-ui+0.7%+8.77%Add
4BINCIshares Flex I A Etf-usd INC+0.7%+10.17%Add
5TLTIshares 20+ Year Treasury Bd+0.6%+15.44%Add
6BLVVanguard Long-term Bond ETF+0.5%+8.47%Add
7UNHUnitedhealth Group INC+0.5%+48.19%Add
8FCXFreeport-mcmoran INC+0.4%-0.38%Trim
9CVXChevron CORP+0.3%+0.21%Add
10HYGIshr Ibx Usd Hiyld Cb Etf-ui+0.3%+3.82%Add
11POWLPowell Industries INC+0.2%-13.11%Trim
12KMIKinder Morgan INC+0.2%+4.21%Add
13CTVACorteva INC+0.2%+0.94%Add
14VZVerizon Communications INC+0.2%+1.38%Add
15BHPBhp Group Ltd-spon Adr+0.2%-1.75%Trim
16KMBKimberly-clark CORP+0.2%+37.63%Add
17ETEnergy Transfer LP+0.2%+3.89%Add
18LHXL3harris Technologies INC+0.2%-1.81%Trim
19COSTCostco Wholesale CORP+0.1%+2.46%Add
20ETNEaton Corporation plc+0.1%+4.96%Add
21GRMNGarmin Ltd.+0.1%-0.83%Trim
22MRKMerck & Co. INC.+0.1%+0.77%Add
23WMTWalmart INC+0.1%+1.56%Add
24AMZNAmazon.com INC0%+3.88%Add
25BABoeing Co/the0%+1.29%Add
26MMM3m Co0%+2.63%Add
27LPXLouisiana-pacific CORP-0.1%+1.94%Add
28AVGOBroadcom INC-0.1%+1.99%Add
29IONQIonq INC-0.1%+3.14%Add
30BABAAlibaba Group Holding-sp Adr-0.1%+1.58%Add
31SOLVSolventum CORP-0.1%+4.93%Add
32GOOGLAlphabet Inc-cl A-0.2%-2.51%Trim
33LLYEli Lilly & Co-0.2%+1.17%Add
34CEGConstellation Energy-0.2%-1.12%Trim
35CMICummins INC-0.2%-31.39%Trim
36NVDANvidia CORP-0.2%-3.54%Trim
37TSLATesla INC-0.3%+3.52%Add
38MSTRStrategy INC-0.3%+4.62%Add
39BMNRBitmine Immersion Technologi-0.4%+11.47%Add
40IBITIshares Bitcoin Trust ETF-0.4%+6.79%Add
41MSFTMicrosoft CORP-0.5%+4.75%Add
42RSPInvesco S&p 500 Equal Weight-0.5%-44.70%Trim
43BRK-BBerkshire Hathaway Inc-cl B-1.5%-97.22%Trim
44COFCapital One Financial CORP—EXITSold out
45PAYXPaychex INC—EXITSold out
46FDSFactset Research Systems INC—EXITSold out
47SMMDIshares Russell 2500 ETF—EXITSold out
48TMDXTransmedics Group INC—NEWNew buy
49TBILF/m US Treasury 3 Month Bill—NEWNew buy
50PLDPrologis INC—EXITSold out

FAQ

What is Strong Tower Advisory Services and what type of investor is it?
Strong Tower Advisory Services is a investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-03-31), the firm manages a tracked equity portfolio valued at approximately $531.4M, spread across 92 disclosed positions.
What are Strong Tower Advisory Services's largest equity positions?
Based on the latest 13F filing, Strong Tower Advisory Services's top holdings by market value are: 1. Ishr Ibx Usd Invgd Cb Etf-ui (LQD) — $30.7M (5.8%) 2. Ishares Flex I A Etf-usd INC (BINC) — $28.6M (5.4%) 3. Vanguard Long-term Bond ETF (BLV) — $23.4M (4.4%) 4. Nvidia CORP (NVDA) — $22.3M (4.2%) 5. Ishr Ibx Usd Hiyld Cb Etf-ui (HYG) — $19.4M (3.6%)
What changes did Strong Tower Advisory Services make in its most recent portfolio filing?
In the latest reported quarter, Strong Tower Advisory Services made 50 notable position adjustments: 2 new positions were initiated, 31 existing holdings were added to, 12 positions were partially reduced, and 5 were completely exited. The largest of these moves: Sold out: Capital One Financial CORP (COF); Sold out: Paychex INC (PAYX); Sold out: Factset Research Systems INC (FDS); Sold out: Ishares Russell 2500 ETF (SMMD); New buy: Transmedics Group INC (TMDX)
What sectors does Strong Tower Advisory Services focus on?
Strong Tower Advisory Services is concentrated in the following sectors based on its current disclosed equity portfolio: • Information Technology: 29.6% • Consumer Discretionary: 16.7% • Health Care: 12.2% • Communication Services: 7.7% • Energy: 7.0% • Financials: 6.8%