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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 2 of 5  ·  92 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 V VISA INC Financial Services 29,696.0 $9.0M 1.69% +5K +20.2% $302.24 +6.7%
22 MMM 3M CO Industrials 55,741.0 $8.1M 1.52% +1K +2.6% $145.23 -0.1%
23 LPX LOUISIANA PAC CORP Basic Materials 108,804.0 $7.9M 1.49% +2K +1.9% $72.75 +1.2%
24 BABA ALIBABA GROUP HLDG LTD Consumer Cyclical 61,970.0 $7.8M 1.46% +961.0 +1.6% $125.46 +5.7%
25 SOLV SOLVENTUM CORP Healthcare 112,703.0 $7.4M 1.39% +5K +4.9% $65.30 +14.0%
26 AVGO BROADCOM INC Technology 18,266.0 $5.7M 1.06% +356.0 +2.0% $309.51 +37.4%
27 NEM NEWMONT CORP Basic Materials 49,817.0 $5.4M 1.01% -437.0 -0.9% $108.25 +7.5%
28 PH PARKER-HANNIFIN CORP Industrials 5,783.0 $5.2M 0.97% -71.0 -1.2% $895.24 -1.7%
29 CVX CHEVRON CORPORATION Energy 23,579.0 $4.9M 0.92% $206.90 -9.8%
30 BHP BHP BILLITON LIMITED Basic Materials 66,921.0 $4.9M 0.92% -1K -1.8% $72.74 +16.0%
31 LHX L3HARRIS TECHNOLOGIES INC Industrials 13,873.0 $4.8M 0.90% -256.0 -1.8% $345.15 -10.9%
32 RTX RTX CORPORATION Industrials 23,945.0 $4.6M 0.87% -665.0 -2.7% $192.90 -8.9%
33 CEG CONSTELLATION ENERGY CORP Utilities 15,669.0 $4.4M 0.82% -177.0 -1.1% $279.25 -4.3%
34 GRMN GARMIN LTD Technology 18,839.0 $4.4M 0.82% -158.0 -0.8% $232.01 +1.0%
35 WMT WALMART INC Consumer Defensive 33,030.0 $4.1M 0.77% +507.0 +1.6% $124.28 +6.6%
36 VZ VERIZON COMMUNICATIONS INC Communication Services 79,613.0 $4.0M 0.75% +1K +1.4% $50.20 -6.3%
37 CNI CANADIAN NATL RY CO Industrials 38,727.0 $4.0M 0.75% $102.77 +9.4%
38 CTVA CORTEVA INC Basic Materials 47,541.0 $4.0M 0.75% +441.0 +0.9% $83.71 -0.5%
39 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 3,959.0 $3.9M 0.74% +95.0 +2.5% $996.41 +4.5%
40 MRK MERCK & CO INC Healthcare 32,655.0 $3.9M 0.74% +249.0 +0.8% $120.29 -5.7%
Page 2 of 5  ·  92 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%