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Portfolio (Quarterly) Guide ↗

Strong Tower Advisory Services

· CIK 0001889322
13F Portfolio $558M AUM 97 positions Filed Jan 23, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 97 New
Page 3 of 5  ·  97 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 CNI CANADIAN NATL RY CO Industrials 38,850.0 $3.8M 0.69% NEW $98.85 +14.0%
42 LOW LOWES COS INC Consumer Cyclical 15,835.0 $3.8M 0.68% NEW $241.16 -8.9%
43 ECL ECOLAB INC Basic Materials 14,124.0 $3.7M 0.66% NEW $262.52 -5.7%
44 WMT WALMART INC Consumer Defensive 32,523.0 $3.6M 0.65% NEW $111.41 +18.7%
45 STE STERIS PLC Healthcare 14,158.0 $3.6M 0.64% NEW $253.52 -15.2%
46 SHW SHERWIN WILLIAMS CO Basic Materials 11,076.0 $3.6M 0.64% NEW $324.03 -6.7%
47 CVX CHEVRON CORP NEW Energy 23,530.0 $3.6M 0.64% NEW $152.41 +27.7%
48 ROP ROPER TECHNOLOGIES INC Industrials 7,942.0 $3.5M 0.63% NEW $445.13 -26.2%
49 ITW ILLINOIS TOOL WKS INC Industrials 14,103.0 $3.5M 0.62% NEW $246.30 +1.4%
50 MRK MERCK & CO INC Healthcare 32,406.0 $3.4M 0.61% NEW $105.26 +6.3%
51 ABBV ABBVIE INC Healthcare 14,767.0 $3.4M 0.60% NEW $228.50 -8.5%
52 PAYX PAYCHEX INC Industrials 29,859.0 $3.3M 0.60% NEW $112.18 -16.3%
53 MLPA GLOBAL X FDS 68,877.0 $3.3M 0.60% NEW $48.41 +15.2%
54 COST COSTCO WHSL CORP NEW Consumer Defensive 3,864.0 $3.3M 0.60% NEW $862.31 +23.4%
55 AWK AMERICAN WTR WKS CO INC NEW Utilities 25,521.0 $3.3M 0.60% NEW $130.50 -4.7%
56 VZ VERIZON COMMUNICATIONS INC Communication Services 78,533.0 $3.2M 0.57% NEW $40.73 +14.8%
57 CTVA CORTEVA INC Basic Materials 47,100.0 $3.2M 0.56% NEW $67.03 +21.8%
58 MCD MCDONALDS CORP Consumer Cyclical 10,329.0 $3.2M 0.56% NEW $305.63 -8.0%
59 ET ENERGY TRANSFER L P Energy 189,880.0 $3.1M 0.56% NEW $16.49 +23.1%
60 ETN EATON CORP PLC Industrials 9,789.0 $3.1M 0.56% NEW $318.50 +19.0%
Page 3 of 5  ·  97 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 21.1%
Industrials 17.1%
Financial Services 15.8%
Consumer Cyclical 10.7%
Healthcare 9.8%
Basic Materials 9.6%
Communication Services 4.6%
Energy 4.3%
Consumer Defensive 3.6%
Utilities 2.8%