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Portfolio (Quarterly) Guide ↗

Strong Tower Advisory Services

· CIK 0001889322
13F Portfolio $531.4B AUM 92 positions Filed Apr 16, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 3 New 59 Added 18 Reduced 8 Exited
Page 3 of 3  ·  59 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 KMB KIMBERLY-CLARK CORP Consumer Defensive 33,521.0 $3.2M 0.61% +9K +37.6% $96.47 +0.2%
42 PG PROCTER & GAMBLE CO Consumer Defensive 22,246.0 $3.2M 0.60% +1K +6.0% $144.44 -1.2%
43 PM PHILIP MORRIS INTL INC Consumer Defensive 19,386.0 $3.2M 0.60% +500.0 +2.6% $165.34 +16.0%
44 PLTR PALANTIR TECHNOLOGIES INC Technology 14,435.0 $2.1M 0.40% +440.0 +3.1% $146.28 -8.6%
45 QQQM INVESCO EXCH TRADED FD TR II 7,047.0 $1.7M 0.32% +74.0 +1.1% $237.62 +22.8%
46 EQIX EQUINIX INC Real Estate 1,343.0 $1.3M 0.25% +48.0 +3.7% $980.27 +10.1%
47 HASI HA SUSTAINABLE INFRA CAP INC Financial Services 35,517.0 $1.3M 0.25% +1K +3.6% $36.75 +12.6%
48 WAB WABTEC Industrials 4,923.0 $1.2M 0.23% +171.0 +3.6% $249.91 +7.8%
49 ROK ROCKWELL AUTOMATION INC Industrials 3,308.0 $1.2M 0.22% +139.0 +4.4% $358.91 +27.2%
50 MTW MANITOWOC CO INC Industrials 95,015.0 $1.1M 0.21% +3K +3.2% $11.65 +9.3%
51 INOD INNODATA INC Technology 24,456.0 $944K 0.18% +926.0 +3.9% $38.62 +133.4%
52 IONQ IONQ INC Technology 32,259.0 $930K 0.17% +983.0 +3.1% $28.83 +99.3%
53 TDG TRANSDIGM GROUP INC Industrials 793.0 $920K 0.17% +36.0 +4.8% $1159.57 +1.7%
54 ORLY OREILLY AUTOMOTIVE INC Consumer Cyclical 9,952.0 $919K 0.17% +788.0 +8.6% $92.31 -2.8%
55 POOL POOL CORP Industrials 4,200.0 $850K 0.16% +347.0 +9.0% $202.31 -13.4%
56 GOOG ALPHABET INC Communication Services 2,583.0 $741K 0.14% +70.0 +2.8% $286.86 +38.5%
57 FBRT FRANKLIN BSP RLTY TR INC Real Estate 86,749.0 $736K 0.14% +11K +14.8% $8.49 +7.4%
58 HIMS HIMS & HERS HEALTH INC Healthcare 28,167.0 $585K 0.11% +2K +8.5% $20.76 +16.8%
59 TRV TRAVELERS COMPANIES INC Financial Services 1,234.0 $360K 0.07% +241.0 +24.3% $291.68 +2.3%
Page 3 of 3  ·  59 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 19.7%
Industrials 18.1%
Financial Services 11.9%
Basic Materials 10.9%
Healthcare 10.4%
Consumer Cyclical 10.4%
Energy 6.2%
Communication Services 4.6%
Consumer Defensive 4.5%
Utilities 2.8%