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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
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 TMDX TRANSMEDICS GROUP INC Healthcare 8,891.0 $884K 0.17% NEW $99.41 -37.6%
2 TBIL RBB FD INC 10,095.0 $503K 0.10% NEW $49.86 +0.2%
3 TGT TARGET CORP Consumer Defensive 1,912.0 $232K 0.04% NEW $121.20 +1.6%

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%