Strong Tower Advisory Services — 13F Holdings & Portfolio
CIK 1889322 · latest 13F-HR filed 2026-04-16
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
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AUM
$531.4M
Long-equity book
Holdings
92
Distinct positions
Period
2026-03-31
Filed 2026-04-16
Q/Q Activity
+3 / −8 / ↑36 / ↓37
vs 2025-12-31
Firm Profile & Key People
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- EXXON MOBIL CORP$3.7M +42.9%
- QUANTA SVCS INC$3.3M +29.3%
- ISHARES TR$2.3M +14.8%
- BLACKROCK ETF TRUST II$2.2M +8.4%
- ISHARES TR$2.2M +7.6%
Top Trims
- BERKSHIRE HATHAWAY INC DEL-$8.1M -97.3%
- MICROSOFT CORP-$3.5M -19.8%
- ISHARES BITCOIN TRUST ETF-$3.1M -17.4%
- INVESCO EXCHANGE TRADED FD T-$3.0M -44.6%
- STRATEGY INC-$2.8M -14.1%
Exited Positions
- CAPITAL ONE FINL CORP$10.3M
- PAYCHEX INC$3.3M
- FACTSET RESH SYS INC$2.8M
- ISHARES TR$930.7K
- PROLOGIS INC.$453.2K
All Holdings
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | ISHARES TR | LQD | 464287242 | $30.7M | 5.78% | 281,664 | SH |
| 2 | BLACKROCK ETF TRUST II | BINC | 092528603 | $28.6M | 5.38% | 551,018 | SH |
| 3 | VANGUARD BD INDEX FDS | BLV | 921937793 | $23.4M | 4.41% | 340,500 | SH |
| 4 | NVIDIA CORPORATION | NVDA | 67066G104 | $22.3M | 4.19% | 127,632 | SH |
| 5 | ISHARES TR | HYG | 464288513 | $19.4M | 3.64% | 243,418 | SH |
| 6 | ISHARES TR | TLT | 464287432 | $17.9M | 3.38% | 207,051 | SH |
| 7 | STRATEGY INC | MSTR | 594972408 | $16.8M | 3.16% | 134,681 | SH |
| 8 | ISHARES BITCOIN TRUST ETF | IBIT | 46438F101 | $14.6M | 2.75% | 379,872 | SH |
| 9 | QUANTA SVCS INC | PWR | 74762E102 | $14.4M | 2.72% | 26,287 | SH |
| 10 | MICROSOFT CORP | MSFT | 594918104 | $14.2M | 2.67% | 38,363 | SH |
| 11 | ALPHABET INC | GOOGL | 02079K305 | $13.6M | 2.56% | 47,330 | SH |
| 12 | TESLA INC | TSLA | 88160R101 | $13.0M | 2.44% | 34,855 | SH |
| 13 | AMAZON COM INC | AMZN | 023135106 | $12.5M | 2.35% | 59,845 | SH |
| 14 | FREEPORT MCMORAN INC | FCX | 35671D857 | $12.3M | 2.31% | 208,929 | SH |
| 15 | EXXON MOBIL CORP | XOM | 30231G102 | $12.2M | 2.29% | 71,751 | SH |
| 16 | UNITEDHEALTH GROUP INC | UNH | 91324P102 | $12.1M | 2.27% | 44,613 | SH |
| 17 | BITMINE IMMERSION TECNOLOGIE | BMNR | 09175A206 | $11.1M | 2.09% | 561,699 | SH |
| 18 | APPLE INC | AAPL | 037833100 | $10.6M | 1.99% | 41,631 | SH |
| 19 | ELI LILLY & CO | LLY | 532457108 | $10.1M | 1.90% | 10,962 | SH |
| 20 | BOEING CO | BA | 097023105 | $9.1M | 1.71% | 45,672 | SH |
| 21 | VISA INC | V | 92826C839 | $9.0M | 1.69% | 29,696 | SH |
| 22 | 3M CO | MMM | 88579Y101 | $8.1M | 1.52% | 55,741 | SH |
| 23 | LOUISIANA PAC CORP | LPX | 546347105 | $7.9M | 1.49% | 108,804 | SH |
| 24 | ALIBABA GROUP HLDG LTD | BABA | 01609W102 | $7.8M | 1.46% | 61,970 | SH |
| 25 | SOLVENTUM CORP | SOLV | 83444M101 | $7.4M | 1.38% | 112,703 | SH |
| 26 | BROADCOM INC | AVGO | 11135F101 | $5.7M | 1.06% | 18,266 | SH |
| 27 | NEWMONT CORP | NEM | 651639106 | $5.4M | 1.01% | 49,817 | SH |
| 28 | PARKER-HANNIFIN CORP | PH | 701094104 | $5.2M | 0.97% | 5,783 | SH |
| 29 | CHEVRON CORPORATION | CVX | 166764100 | $4.9M | 0.92% | 23,579 | SH |
| 30 | BHP BILLITON LIMITED | BHP | 088606108 | $4.9M | 0.92% | 66,921 | SH |
| 31 | L3HARRIS TECHNOLOGIES INC | LHX | 502431109 | $4.8M | 0.90% | 13,873 | SH |
| 32 | RTX CORPORATION | RTX | 75513E101 | $4.6M | 0.87% | 23,945 | SH |
| 33 | CONSTELLATION ENERGY CORP | CEG | 21037T109 | $4.4M | 0.82% | 15,669 | SH |
| 34 | GARMIN LTD | GRMN | H2906T109 | $4.4M | 0.82% | 18,839 | SH |
| 35 | WALMART INC | WMT | 931142103 | $4.1M | 0.77% | 33,030 | SH |
| 36 | VERIZON COMMUNICATIONS INC | VZ | 92343V104 | $4.0M | 0.75% | 79,613 | SH |
| 37 | CANADIAN NATL RY CO | CNI | 136375102 | $4.0M | 0.75% | 38,727 | SH |
| 38 | CORTEVA INC | CTVA | 22052L104 | $4.0M | 0.75% | 47,541 | SH |
| 39 | COSTCO WHOLESALE CORPORATION | COST | 22160K105 | $3.9M | 0.74% | 3,959 | SH |
| 40 | MERCK & CO INC | MRK | 58933Y105 | $3.9M | 0.74% | 32,655 | SH |
| 41 | KINDER MORGAN INC DEL | KMI | 49456B101 | $3.9M | 0.74% | 116,699 | SH |
| 42 | ENERGY TRANSFER L P | ET | 29273V100 | $3.8M | 0.72% | 197,261 | SH |
| 43 | GLOBAL X FDS | MLPA | 37954Y343 | $3.7M | 0.71% | 69,569 | SH |
| 44 | ECOLAB INC | ECL | 278865100 | $3.7M | 0.71% | 14,087 | SH |
| 45 | LOWES COS INC | LOW | 548661107 | $3.7M | 0.70% | 15,762 | SH |
| 46 | EATON CORP PLC | ETN | G29183103 | $3.7M | 0.69% | 10,275 | SH |
| 47 | INVESCO EXCHANGE TRADED FD T | RSP | 46137V357 | $3.7M | 0.69% | 19,134 | SH |
| 48 | ILLINOIS TOOL WKS INC | ITW | 452308109 | $3.7M | 0.69% | 14,047 | SH |
| 49 | JPMORGAN CHASE & CO | JPM | 46625H100 | $3.6M | 0.69% | 12,404 | SH |
| 50 | MASTERCARD INCORPORATED | MA | 57636Q104 | $3.6M | 0.67% | 7,152 | SH |
Filing History
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-03-31 | 2026-04-16 | $531.4M | 92 | 0001889322-26-000002 |
| 2025-12-31 | 2026-01-23 | $558.5M | 97 | 0001889322-26-000001 |