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Strong Tower Advisory Services

Institutional InvestorSimilar funds →SEC EDGAR: CIK 1889322
Institutional-grade research for retail investors

Sector Allocation

  • Other23.4%$133.2M
  • Technology21.9%$124.3M
  • Industrials12.2%$69.4M
  • Financials9.4%$53.5M
  • Healthcare8.8%$50.2M
  • Materials6.7%$38.1M
  • Consumer Discretionary6.3%$36.1M
  • Consumer Staples3.4%$19.5M
  • Energy3.4%$19.5M
  • Utilities3.4%$19.0M

AUM History

13fpro.ai/research/fund/strong-tower-advisory-services-1889322

Conviction and streaks

Concentrating · top 10 = 40.2%

From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.

$Conviction hold5.2% weight · held 4 quarters$Conviction hold5.0% weight · held 5 quarters$Conviction hold4.5% weight · held 4 quartersNVDA$NVDAConviction hold4.5% weight · held 11 quarters$Conviction hold4.2% weight · held 6 quartersLPX$LPXAccumulating+164% shares · 10 quarters runningABBV$ABBVAccumulating+155% shares · 10 quarters runningPG$PGAccumulating+326% shares · 10 quarters runningCOST$COSTAccumulating+126% shares · 10 quarters runningCTVA$CTVAAccumulating+190% shares · 10 quarters runningNVDA$NVDATrimming-39% shares · 9 quarters runningTGT$TGTTrimming-50% shares · 6 quarters runningPWR$PWRTrimming-8% shares · 5 quarters runningGOOG$GOOGTrimming-9% shares · 5 quarters runningNEM$NEMTrimming-7% shares · 5 quarters running

Largest positions — Q3 2026

Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.

13fpro.ai/research/fund/strong-tower-advisory-services-1889322

Strong Tower Advisory Services 13F holdings — Q3 2026

$568.4M portfolio (+1.9% QoQ) · 92 holdings · Q3 2026 13F · top 10 are 40% of the stock portfolio

Includes $306K of put/call options ($0 puts, $306K calls), which 13F rules report at the value of the underlying shares, not the premium at risk. Stocks alone: $568.1M. Weights use the stock portfolio.

All holdings — Strong Tower Advisory Services (Q3 2026)

92 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.

Company
UNH$UNHUNITEDHEALTH GROUP INC$15.8M-3%
AMZN$AMZNAMAZON COM INC$14.8M-2%
FCX$FCXFREEPORT-MCMORAN INC$14.3M-1%
AAPL$AAPLApple Inc.$13.3M-3%
LLY$LLYELI LILLY & Co$12.3M-2%
TSLA$TSLATesla, Inc.$12.2M+3%
MMM$MMM3M CO$11.8M-0.8%
XOM.R34088$XOM.R34088EXXON MOBIL CORP$11.4M+0.1%
V$VVISA INC.$10.6M-0.7%
BA$BABOEING CO$8.7M+1%
LPX$LPXLOUISIANA-PACIFIC CORP$8.7M+3%
NEE$NEENEXTERA ENERGY INC$7.7M+2%
QNT$QNTQuantinuum Inc.$6.7M+8%
AVGO$AVGOBroadcom Inc.$6.0M-2%
NEM$NEMNEWMONT Corp /DE/$5.5M-3%

What changed in Q3 2026

Against the previous quarter's 13F: 1 new, 57 added to, 33 trimmed, 3 sold out. Share-count changes; largest moves by dollar size first.

New positions (1)

  • LMT$LMTLOCKHEED MARTIN CORP$5.0M

    first bought this quarter

Added to (57)

  • BITMINE IMMERSION TECHS INC - COM NEW+75%

    now $28.3M

  • ISHARES TR - 20 YR TR BD ETF+43%

    now $25.4M

  • MSTR$MSTRStrategy Inc+5%

    now $22.5M · held 11+ qtrs, 4 adds in a row

  • APH$APHAMPHENOL CORP /DE/+103%

    now $1.5M · held 11+ qtrs, 2 adds in a row

  • MSFT$MSFTMICROSOFT CORP+4%

    now $22.9M · held 11+ qtrs, 4 adds in a row

  • QNT$QNTQuantinuum Inc.+8%

    now $6.7M · held 2 qtrs, 2 adds in a row

+51 more in the Excel export

Trimmed (33)

  • ISHARES TR - IBOXX INV CP ETF-93%

    now $1.2M

  • IBIT$IBITiShares Bitcoin Trust ETF-96%

    now $467K · held 10 qtrs, 2 trims in a row

  • NVDA$NVDANVIDIA CORP-9%

    now $25.3M · held 11+ qtrs, 6 trims in a row

  • UNH$UNHUNITEDHEALTH GROUP INC-3%

    now $15.8M · held 11+ qtrs

  • PWR$PWRQUANTA SERVICES, INC.-2%

    now $15.9M · held 11+ qtrs, 2 trims in a row

  • AAPL$AAPLApple Inc.-3%

    now $13.3M · held 11+ qtrs, 2 trims in a row

+27 more in the Excel export

Sold out (3)

  • ETHA$ETHAiShares Ethereum Trust ETFwas $493K

    held 8 qtrs

  • SPDR SERIES TRUST - ST STR P500ETFwas $239K
  • AVAV$AVAVAeroVironment Incwas $225K

    held 1 qtr

Firm AUM (Form ADV): $759.2M as of 2025-12-31 · SEC IAPD

Share

Holdings by quarter

Every 13F Strong Tower Advisory Services has filed, 20 earlier quarters. Pick one to see what it held then.

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Q3 2026 13F filed with the SEC on Oct 13, 2026. Prices are closing prices as of Oct 26, 2026.

Average quality of Strong Tower Advisory Services's top 20 holdings: 66/100 (our AI quality score, weighted by position size; 18 of the 20 are scored)

Top 10 since filing

-4.3%

Value-weighted move of the 10 largest stock positions

Turnover

6%

Last quarter; 29% over the last 4

Top 10 weight

40%

Share of the stock portfolio in its 10 largest positions

Held 4+ quarters

93%

Share of portfolio value in positions held a year or more

Highest-quality names it owns(among its 100 largest positions)

The 8 highest-scoring companies in this portfolio are a Pro feature.

How these are measured
  • Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
  • Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
  • Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q1 2024 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
  • Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
  • Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.

Portfolio Overview

Strong Tower Advisory Services disclosed 92 positions worth $568.4M in its Form 13F-HR for Q3 2026 — $568.1M in common stock plus $306,180 of put/call option positions (reported at underlying notional value, not premium at risk). During the quarter the fund opened 1 new position and exited 3 — including a new stake in $LMT and a full exit from $ETHA. The portfolio is most concentrated in Other (23.4% of disclosed assets). All figures are sourced directly from Strong Tower Advisory Services’s Form 13F-HR filing with the SEC under CIK 1889322.

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AI-Powered Hedge Fund Analysis: Strong Tower Advisory Services

13F Pro is an AI hedge fund tracker and stock research platform. For Strong Tower Advisory Services (SEC CIK: 1889322), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.

Every holding in Strong Tower Advisory Services's portfolio is scored on an AI quality ranking built from its SEC filings (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.