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Portfolio (Quarterly) Guide ↗

Strong Tower Advisory Services

· CIK 0001889322
13F Portfolio $558M AUM 94 positions Filed Jul 13, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 10 New 49 Added 27 Reduced 8 Exited
Page 5 of 5  ·  94 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 RDDT REDDIT INC Communication Services 5,480.0 $951K 0.17% NEW $173.58 -11.7%
82 GOOG ALPHABET INC 2,606.0 $921K 0.17% +23.0 +0.9% $353.33
83 DSL DOUBLELINE INCOME SOLUTIONS Financial Services 75,194.0 $832K 0.15% NEW $11.06 -4.7%
84 JBBB JANUS DETROIT STR TR 16,221.0 $768K 0.14% +776.0 +5.0% $47.35 +0.4%
85 TBIL RBB FD INC 10,995.0 $548K 0.10% +900.0 +8.9% $49.86 +0.3%
86 ETHA ISHARES ETHEREUM TR Financial Services 41,431.0 $493K 0.09% +20K +96.7% $11.89 +53.4%
87 TJX TJX COS INC NEW Consumer Cyclical 2,810.0 $426K 0.08% $151.50 -7.3%
88 SPY STATE STR SPDR S&P 500 ETF T Financial Services 523.0 $391K 0.07% +101.0 +23.9% $746.87 +2.5%
89 META META PLATFORMS INC Communication Services 489.0 $275K 0.05% +25.0 +5.4% $563.29 -2.4%
90 SPYM SPDR SERIES TRUST 2,724.0 $239K 0.04% NEW $87.87 +2.6%
91 TGT TARGET CORP Consumer Defensive 1,767.0 $231K 0.04% -145.0 -7.6% $130.61 +26.7%
92 BERKSHIRE HATHAWAY INC DEL 455.0 $228K 0.04% -7.0 -1.5% $500.39
93 AVAV AEROVIRONMENT INC Industrials 1,362.0 $225K 0.04% NEW $165.07 -2.9%
94 MSTR CALL STRATEGY INC Technology 2,000.0 $174K 0.03% NEW $86.93 +37.2%
Page 5 of 5  ·  94 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 21.8%
Industrials 20.1%
Basic Materials 11.0%
Healthcare 9.8%
Financial Services 9.6%
Consumer Cyclical 9.0%
Communication Services 5.1%
Utilities 4.8%
Consumer Defensive 4.7%
Energy 4.0%