1y return−1.2%S&P 500 +20.9%
3y return+51.4%S&P 500 +68.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since September 30, 2021: $151 against $174 in the S&P 500.2
Strong Tower Advisory ServicesS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| BINCBlackrock Etf Trust II | $30.5M | 5.5% | +5.7% |
| BLVVanguard Bd Index Fds | $25.5M | 4.6% | +8.8% |
| NVDANvidia Corporation | $24.2M | 4.3% | −5.2% |
| TLTIshares Tr | $19.7M | 3.5% | +10.2% |
| HYGIshares Tr | $19.3M | 3.5% | |
| UNHUnitedhealth Group Inc | $18.4M | 3.3% | |
| PWRQuanta Svcs Inc | $18.3M | 3.3% | −3.6% |
| LQDIshares Tr | $16.9M | 3.0% | −44.9% |
| GOOGLAlphabet Inc | $16.7M | 3.0% | −1.3% |
| MSFTMicrosoft Corp | $16.1M | 2.9% | +12.6% |
| AMZNAmazon Com Inc | $14.4M | 2.6% | |
| TSLATesla Inc | $14.1M | 2.5% | −3.9% |
| LLYEli Lilly & Co | $13.1M | 2.3% | |
| FCXFreeport Mcmoran Inc | $13.0M | 2.3% | −1.2% |
| MSTRStrategy Inc | $12.2M | 2.2% | +4.1% |
| AAPLApple Inc | $11.9M | 2.1% | −1.4% |
| MMM3m Co | $11.7M | 2.1% | +30.2% |
| QNTQuantinuum Inc | $10.5M | 1.9% | New |
| LPXLouisiana Pac Corp | $10.3M | 1.8% | +20.1% |
| VVisa Inc | $10.2M | 1.8% | |
| BABoeing Co | $10.0M | 1.8% | |
| Exxon Mobil CorpCUSIP 30231G102 | $9.6M | 1.7% | −2.3% |
| NEENextera Energy Inc | $8.7M | 1.6% | New |
| BMNRBitmine Immersion Techs Inc | $8.2M | 1.5% | +9.2% |
| IBITIshares Bitcoin Trust Etf | $7.6M | 1.4% | −39.9% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| NVDANvidia Corporation | December 31, 2021 | +580.3% | $24.2M |
| PWRQuanta Svcs Inc | March 31, 2023 | +332.1% | $18.3M |
| PHParker-hannifin Corp | September 30, 2021 | +249.8% | $5.1M |
| LLYEli Lilly & Co | March 31, 2023 | +249.3% | $13.1M |
| CMICummins Inc | September 30, 2021 | +217.6% | $4.5M |
| Eaton Corp PLCCUSIP G29183103 | September 30, 2021 | +185.4% | $4.4M |
| GOOGLAlphabet Inc | September 30, 2021 | +167.3% | $16.7M |
| AVGOBroadcom Inc | June 30, 2024 | +135.3% | $6.5M |
| ABBVAbbvie Inc | September 30, 2021 | +133.3% | $4.1M |
| Exxon Mobil CorpCUSIP 30231G102 | December 31, 2021 | +123.4% | $9.6M |
Sold off last quarter
- BABAAlibaba Group Hldg Ltd was $7.8M
- SOLVSolventum Corp was $7.4M
- MRKMerck & Co Inc was $3.9M
- ETEnergy Transfer L P was $3.8M
- FBRTFranklin Bsp Rlty Tr Inc was $736K
- TRVTravelers Companies Inc was $360K
- BSXBoston Scientific Corp was $262K
- ENVXEnovix Corporation was $218K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +4.7% | +14.8% |
| March 31, 2026 | −4.4% | −4.6% |
| December 31, 2025 | −3.8% | +2.4% |
| September 30, 2025 | +2.7% | +7.8% |
| June 30, 2025 | +10.0% | +10.5% |
| March 31, 2025 | −3.7% | −4.6% |
| December 31, 2024 | +8.8% | +2.1% |
| September 30, 2024 | +7.9% | +5.4% |
| June 30, 2024 | +1.8% | +4.0% |
| March 31, 2024 | +12.6% | +10.0% |
| December 31, 2023 | +10.6% | +11.2% |
| September 30, 2023 | −2.8% | −3.6% |
| June 30, 2023 | +10.5% | +8.3% |
| March 31, 2023 | +9.1% | +7.0% |
| December 31, 2022 | +3.4% | +7.1% |
| September 30, 2022 | −5.2% | −5.3% |
| June 30, 2022 | −18.7% | −16.5% |
| March 31, 2022 | −5.4% | −4.9% |
| December 31, 2021 | +9.9% | +10.7% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Strong Tower Advisory Services Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1889322&type=13F-HR&dateb=&owner=include&count=40CIK 1889322
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1889322/000188932226000003/Filed July 13, 2026 · accession 0001889322-26-000003