Back to Strong Tower Advisory Services

Strong Tower Advisory Services

Q2 2026 13F filing

Updated 59 days ago

94 disclosed positions worth $558.1M

Portfolio value
$558.1M
Total holdings
94
New positions
9
Closed positions
8
Increased
54
Decreased
29
Turnover
18.1%
Filed
2026-07-13

Full holdings

Every line item disclosed in Q2 2026

E

BLACKROCK ETF TRUST II

+5.7%
Value
$30.5M
Shares
582.4K
% Port
5.46%
?
2.N/A

VANGUARD BD INDEX FDS

+8.8%
Value
$25.5M
Shares
370.4K
% Port
4.58%
N

NVIDIA CORPORATION

-5.2%
Value
$24.2M
Shares
121.0K
% Port
4.34%
?
4.N/A

ISHARES TR

+10.2%
Value
$19.7M
Shares
228.2K
% Port
3.53%
?
5.N/A

ISHARES TR

-1.0%
Value
$19.3M
Shares
241.1K
% Port
3.45%
U
6.UNH

UNITEDHEALTH GROUP INC

-0.8%
Value
$18.4M
Shares
44.3K
% Port
3.30%
P
7.PWR

QUANTA SVCS INC

-3.6%
Value
$18.3M
Shares
25.3K
% Port
3.27%
?
8.N/A

ISHARES TR

-44.9%
Value
$16.9M
Shares
155.3K
% Port
3.03%
G

ALPHABET INC

-1.3%
Value
$16.7M
Shares
46.7K
% Port
2.99%
M
10.MSFT

MICROSOFT CORP

+12.6%
Value
$16.1M
Shares
43.2K
% Port
2.89%
A
11.AMZN

AMAZON COM INC

+0.9%
Value
$14.4M
Shares
60.4K
% Port
2.58%
T
12.TSLA

TESLA INC

-3.9%
Value
$14.1M
Shares
33.5K
% Port
2.53%
L
13.LLY

ELI LILLY & CO

-0.6%
Value
$13.1M
Shares
10.9K
% Port
2.34%
F
14.FCX

FREEPORT MCMORAN INC

-1.1%
Value
$13M
Shares
206.5K
% Port
2.33%
S
15.STRD

STRATEGY INC

+4.1%
Value
$12.2M
Shares
140.1K
% Port
2.18%
A
16.AAPL

APPLE INC

-1.4%
Value
$11.9M
Shares
41.1K
% Port
2.13%
M
17.MMM

3M CO

+30.2%
Value
$11.7M
Shares
72.6K
% Port
2.11%
Q
18.QNT

QUANTINUUM INC

Value
$10.5M
Shares
128.5K
% Port
1.88%
L
19.LPX

LOUISIANA PAC CORP

+20.1%
Value
$10.3M
Shares
130.7K
% Port
1.84%
V
20.V

VISA INC

+0.1%
Value
$10.2M
Shares
29.7K
% Port
1.83%
B

BOEING CO

+0.8%
Value
$10M
Shares
46.0K
% Port
1.78%
X
22.XOM

EXXON MOBIL CORP

-2.3%
Value
$9.6M
Shares
70.1K
% Port
1.72%
N

NEXTERA ENERGY INC

Value
$8.7M
Shares
99.6K
% Port
1.57%
?
24.N/A

BITMINE IMMERSION TECHS INC

+9.2%
Value
$8.2M
Shares
613.4K
% Port
1.46%
I
25.IBIT

ISHARES BITCOIN TRUST ETF

-39.9%
Value
$7.6M
Shares
228.5K
% Port
1.36%
A
26.AVGO

BROADCOM INC

-5.1%
Value
$6.5M
Shares
17.3K
% Port
1.17%
P
27.PH

PARKER-HANNIFIN CORP

-10.2%
Value
$5.1M
Shares
5.2K
% Port
0.91%
B

BHP BILLITON LIMITED

-17.1%
Value
$4.6M
Shares
55.5K
% Port
0.83%
N

NEWMONT CORP

-1.1%
Value
$4.6M
Shares
49.3K
% Port
0.82%
C
30.CNI

CANADIAN NATL RY CO

-1.1%
Value
$4.6M
Shares
38.3K
% Port
0.82%
R
31.RTX

RTX CORPORATION

-0.5%
Value
$4.5M
Shares
23.8K
% Port
0.81%
C
32.CMI

CUMMINS INC

+2.7%
Value
$4.5M
Shares
6.3K
% Port
0.80%
G
33.GRMN

GARMIN LTD

-0.7%
Value
$4.4M
Shares
18.7K
% Port
0.80%
E
34.ETN

EATON CORP PLC

+0.4%
Value
$4.4M
Shares
10.3K
% Port
0.79%
J

JPMORGAN CHASE & CO

+3.2%
Value
$4.2M
Shares
12.8K
% Port
0.75%
K
36.KMB

KIMBERLY-CLARK CORP

+12.7%
Value
$4.1M
Shares
37.8K
% Port
0.74%
A
37.ABBV

ABBVIE INC

+9.7%
Value
$4.1M
Shares
16.3K
% Port
0.74%
I
38.IVZ

INVESCO EXCHANGE TRADED FD T

+0.4%
Value
$4.1M
Shares
19.2K
% Port
0.73%
A
39.AWK

AMERICAN WTR WKS CO INC NEW

+19.2%
Value
$4.1M
Shares
30.8K
% Port
0.73%
E
40.ECL

ECOLAB INC

+3.3%
Value
$4.1M
Shares
14.5K
% Port
0.73%
C
41.CTVA

CORTEVA INC

+0.7%
Value
$4.1M
Shares
47.9K
% Port
0.73%
L
42.LHX

L3HARRIS TECHNOLOGIES INC

-0.5%
Value
$4M
Shares
13.8K
% Port
0.72%
I
43.IBM

INTERNATIONAL BUSINESS MACHS

Value
$4M
Shares
14.1K
% Port
0.71%
L
44.LOW

LOWES COS INC

+12.0%
Value
$3.9M
Shares
17.7K
% Port
0.70%
C
45.CEG

CONSTELLATION ENERGY CORP

-0.3%
Value
$3.9M
Shares
15.6K
% Port
0.70%
P
46.PG

PROCTER & GAMBLE CO

+18.4%
Value
$3.9M
Shares
26.3K
% Port
0.69%
W
47.WMT

WALMART INC

+2.5%
Value
$3.8M
Shares
33.8K
% Port
0.69%
M
48.MCD

MCDONALDS CORP

+29.4%
Value
$3.8M
Shares
14.1K
% Port
0.68%
P
49.PM

PHILIP MORRIS INTL INC

+8.3%
Value
$3.8M
Shares
21.0K
% Port
0.68%
?
50.N/A

KINDER MORGAN INC DEL

+1.6%
Value
$3.8M
Shares
118.5K
% Port
0.68%