Strong Tower Advisory Services

In its 13F for Q4 2025 (holdings as of December 31, 2025, filed January 23, 2026), Strong Tower Advisory Services reported 97 stock positions worth $558.5 million. Its top holding was Ishr Ibx Usd Invgd CB ETF-Ui (LQD) at 5.1% of the portfolio, followed by iShares Flex I A ETF-Usd (BINC, 4.7%) and Nvidia (NVDA, 4.4%). Compared with Q3 2025, it opened 4 new positions, sold out of 4, added to 76 and reduced 13. The biggest buy was a new position in iShares Flex I A ETF-Usd (BINC) and the biggest sale an exit from F/M US Treasury 3 Month Bill (TBIL).

Most Recent 13F
Q2 2026
Location
MINNEAPOLIS, MN
CIK
0001889322
Portfolio Value
$558.5M (Q4 2025)
SEC Filing
0001889322-26-000001 ↗ filed Jan 23, 2026

Holdings Value

0$200.0M$400.0M$600.0M Q1 2024: $248.9M Q1 2024 Q2 2024: $304.7M Q2 2024 Q3 2024: $358.8M Q3 2024 Q4 2024: $383.2M Q4 2024 Q1 2025: $406.6M Q1 2025 Q2 2025: $507.2M Q2 2025 Q3 2025: $528.0M Q3 2025 Q4 2025: $558.5M $558.5M Q4 2025 Q1 2026: $531.4M Q1 2026 Q2 2026: $557.9M Q2 2026

Holdings 97 stocks · $558.5M
LQD Ishr Ibx Usd Invgd CB ETF-Ui 5.11% 258,965 $28.5M Add +23.1%
BINC iShares Flex I A ETF-Usd Inc. 4.73% 500,156 $26.4M New
NVDA Nvidia Corp. 4.42% 132,312 $24.7M Reduce -1.9%
BLV Vanguard Long-Term Bond ETF 3.91% 313,903 $21.8M Add +28.6%
MSTR Strategy Inc. 3.50% 128,733 $19.6M Add +43.1%
HYG Ishr Ibx Usd Hiyld CB ETF-Ui 3.38% 234,458 $18.9M Reduce -24.9%
MSFT Microsoft Corp. 3.17% 36,624 $17.7M Add +2.9%
IBIT iShares Bitcoin Trust ETF 3.16% 355,730 $17.7M Add +23.7%
TLT iShares 20+ Year Treasury BD 2.80% 179,351 $15.6M New
GOOGL Alphabet Inc. Class A 2.72% 48,551 $15.2M Reduce -1.7%
TSLA Tesla Inc. 2.71% 33,671 $15.1M Reduce -9.1%
BMNR Bitmine Immersion Technologi 2.45% 503,896 $13.7M Add +82.3%
AMZN Amazon.com Inc. 2.38% 57,610 $13.3M Add +2.2%
LLY Eli Lilly & Co. 2.08% 10,835 $11.6M Add +0.3%
PWR Quanta Services Inc. 2.00% 26,437 $11.2M Reduce -0.8%
AAPL Apple Inc. 1.97% 40,441 $11.0M Add +0.1%
FCX Freeport-McMoran Inc. 1.91% 209,731 $10.7M Add +4.0%
COF Capital One Financial Corp. 1.85% 42,621 $10.3M Add +3.5%
UNH Unitedhealth Group Inc. 1.78% 30,106 $9.9M Add +1.7%
BA The Boeing Co. 1.75% 45,092 $9.8M Add +8.4%
BABA Alibaba Group Holding-SP ADR 1.60% 61,009 $8.9M Add +0.6%
MMM 3M Co. 1.56% 54,312 $8.7M Add +5.8%
V Visa Inc. Class A 1.55% 24,704 $8.7M Add +8.3%
LPX Louisiana-Pacific Corp. 1.54% 106,734 $8.6M Add +33.8%
XOM Exxon Mobil Corp. 1.53% 70,778 $8.5M Add +5.9%
SOLV Solventum Corp. 1.52% 107,408 $8.5M Add +8.3%
BRK.B Berkshire Hathaway Inc. Class B 1.49% 16,593 $8.3M Add +7.5%
RSP Invesco S&P 500 Equal Weight 1.19% 34,601 $6.6M New
AVGO Broadcom Inc. 1.11% 17,910 $6.2M Reduce -1.4%
CEG Constellation Energy 1.00% 15,846 $5.6M Reduce -0.9%
PH Parker Hannifin Corp. 0.92% 5,854 $5.1M Reduce -0.6%
NEM Newmont Corp. 0.90% 50,254 $5.0M Reduce -1.6%
CMI Cummins Inc. 0.81% 8,884 $4.5M Reduce -1.2%
RTX RTX Corp. 0.81% 24,610 $4.5M Add +0.3%
LHX L3HARRIS Technologies Inc. 0.74% 14,129 $4.1M Add +0.8%
BHP BHP Group Ltd.-Spon ADR 0.74% 68,113 $4.1M Add +3.7%
JPM JPMorgan Chase & Co. 0.71% 12,307 $4.0M Add +2.7%
MA Mastercard Inc. Class A 0.70% 6,802 $3.9M Add +4.6%
BLK BlackRock Inc. 0.69% 3,615 $3.9M Add +6.1%
GRMN Garmin Ltd. 0.69% 18,997 $3.9M Add +13.6%
CNI Canadian Natl Railway Co. 0.69% 38,850 $3.8M Add +18.0%
LOW Lowe's Cos Inc. 0.68% 15,835 $3.8M Add +5.1%
ECL Ecolab Inc. 0.66% 14,124 $3.7M Add +8.9%
WMT Walmart Inc. 0.65% 32,523 $3.6M Add +4.8%
STE Steris PLC 0.64% 14,158 $3.6M Add +7.0%
SHW The Sherwin-Williams Co. 0.64% 11,076 $3.6M Add +19.3%
CVX Chevron Corp. 0.64% 23,530 $3.6M Add +12.9%
ROP Roper Technologies Inc. 0.63% 7,942 $3.5M Add +29.7%
ITW Illinois Tool Works 0.62% 14,103 $3.5M Add +13.9%
MRK Merck & Co. Inc. 0.61% 32,406 $3.4M Add +7.5%
ABBV Abbvie Inc. 0.60% 14,767 $3.4M Add +3.4%
PAYX Paychex Inc. 0.60% 29,859 $3.3M Add +48.8%
MLPA Global X MLP ETF 0.60% 68,877 $3.3M Add +38.0%
COST Costco Wholesale Corp. 0.60% 3,864 $3.3M Add +23.5%
AWK American Water Works Co. Inc. 0.60% 25,521 $3.3M Add +44.4%
VZ Verizon Communications Inc. 0.57% 78,533 $3.2M Add +31.0%
CTVA Corteva Inc. 0.57% 47,100 $3.2M Add +10.9%
MCD McDonald's Corp. 0.57% 10,329 $3.2M Add +18.7%
ET Energy Transfer LP 0.56% 189,880 $3.1M Add +17.7%
ETN Eaton Corp. PLC 0.56% 9,789 $3.1M Add +3.3%
KMI Kinder Morgan Inc. 0.55% 111,987 $3.1M Add +17.0%
XEL Xcel Energy Inc. 0.55% 41,287 $3.0M Add +3.7%
PM Philip Morris International 0.54% 18,886 $3.0M Add +11.7%
PG The Procter & Gamble Co. 0.54% 20,992 $3.0M Add +19.3%
FDS Factset Research Systems Inc. 0.49% 9,511 $2.8M Add +9.2%
PLTR Palantir Technologies Inc. Class A 0.45% 13,995 $2.5M Add +0.9%
KMB Kimberly-Clark Corp. 0.44% 24,356 $2.5M Add +10.2%
POWL Powell Industries Inc. 0.34% 5,936 $1.9M Add +2.9%
HBM Hudbay Minerals Inc. 0.34% 94,762 $1.9M Add +0.6%
QQQM Invesco Nasdaq 100 ETF 0.32% 6,973 $1.8M Add +3.8%
APH Amphenol Corp. Class A 0.26% 10,930 $1.5M Add +2.6%
IONQ Ionq Inc. 0.25% 31,276 $1.4M Add +3.5%
ROK Rockwell Automation Inc. 0.22% 3,169 $1.2M Add +5.4%
INOD Innodata Inc. 0.21% 23,530 $1.2M Add +4.3%
MTW Manitowoc Company Inc. 0.20% 92,034 $1.1M Add +11.4%
HASI Ha Sustainable Infrastructur 0.19% 34,276 $1.1M Add +6.2%
WAB Wabtec Corp. 0.18% 4,752 $1.0M Add +8.1%
TDG Transdigm Group Inc. 0.18% 757 $1.0M Add +9.2%
EQIX Equinix Inc. 0.18% 1,295 $992K Add +6.8%
SMMD iShares Russell 2500 ETF 0.17% 12,419 $931K Add +7.4%
POOL Pool Corp. 0.16% 3,853 $881K Add +56.0%
HIMS Hims & Hers Health Inc. 0.15% 25,959 $843K Add +24.6%
ORLY O'reilly Automotive Inc. 0.15% 9,164 $836K Add +19.3%
GOOG Alphabet Inc. Class C 0.14% 2,513 $789K Add +5.0%
FBRT Franklin BSP Realty Trust Inc. 0.14% 75,547 $758K Reduce -94.8%
JBBB Janus Henderson B-BBB Clo Et 0.13% 15,606 $744K Add +12.3%
ETHA iShares Ethereum Trust ETF 0.08% 21,032 $472K Add +6.7%
PLD Prologis Inc. 0.08% 3,550 $453K Reduce -49.6%
TJX TJX Companies Inc. filed as TJX COS INC NEW 0.08% 2,810 $432K Add +1.3%
BSX Boston Scientific Corp. 0.07% 4,170 $398K No change
SPY SS SPDR S&P 500 ETF Trust-US 0.07% 538 $367K Add +0.2%
SPYM Ste STR SPDR PT S&P 500 ETF 0.06% 4,272 $343K Reduce -90.9%
META Meta Platforms Inc. Class A 0.06% 501 $331K Add +8.0%
ENVX Enovix Corp. 0.06% 42,089 $308K No change
TRV The Travelers Cos Inc. 0.05% 993 $288K No change
IYW iShares Ustechnology ETF 0.04% 1,116 $223K New
PLUG Plug Power Inc. 0.00% 10,000 $20K No change

Portfolio Sells Q3 2025 → Q4 2025
TBIL F/M US Treasury 3 Month Bill Sold out 0.00% −3.25
FBRT Franklin BSP Realty Trust Inc. Reduce -94.8% 0.14% −2.83
HYG Ishr Ibx Usd Hiyld CB ETF-Ui Reduce -24.9% 3.38% −1.41
SPYM Ste STR SPDR PT S&P 500 ETF Reduce -90.9% 0.06% −0.64
WY Weyerhaeuser Co. Sold out 0.00% −0.43
TSLA Tesla Inc. Reduce -9.1% 2.71% −0.41
NVDA Nvidia Corp. Reduce -1.9% 4.42% −0.35
PWR Quanta Services Inc. Reduce -0.8% 2.00% −0.09
PLD Prologis Inc. Reduce -49.6% 0.08% −0.07
WINA Winmark Corp. Sold out 0.00% −0.04
AVGO Broadcom Inc. Reduce -1.4% 1.11% −0.02
SUIG Sui Group Holdings Ltd. Sold out 0.00% −0.01
CEG Constellation Energy Reduce -0.9% 1.00% +0.01
PH Parker Hannifin Corp. Reduce -0.6% 0.92% +0.08
NEM Newmont Corp. Reduce -1.6% 0.90% +0.08
CMI Cummins Inc. Reduce -1.2% 0.81% +0.09
GOOGL Alphabet Inc. Class A Reduce -1.7% 2.72% +0.45

Portfolio Buys Q3 2025 → Q4 2025
BINC iShares Flex I A ETF-Usd Inc. New 4.73% +4.73
TLT iShares 20+ Year Treasury BD New 2.80% +2.80
RSP Invesco S&P 500 Equal Weight New 1.19% +1.19
LQD Ishr Ibx Usd Invgd CB ETF-Ui Add +23.1% 5.11% +0.67
BLV Vanguard Long-Term Bond ETF Add +28.6% 3.91% +0.63
LLY Eli Lilly & Co. Add +0.3% 2.08% +0.52
FCX Freeport-McMoran Inc. Add +4.0% 1.91% +0.41
LPX Louisiana-Pacific Corp. Add +33.8% 1.54% +0.20
COF Capital One Financial Corp. Add +3.5% 1.85% +0.19
SOLV Solventum Corp. Add +8.3% 1.52% +0.15
MLPA Global X MLP ETF Add +38.0% 0.60% +0.14
MRK Merck & Co. Inc. Add +7.5% 0.61% +0.13
AWK American Water Works Co. Inc. Add +44.4% 0.60% +0.13
PAYX Paychex Inc. Add +48.8% 0.60% +0.12
CNI Canadian Natl Railway Co. Add +18.0% 0.69% +0.10
XOM Exxon Mobil Corp. Add +5.9% 1.53% +0.10
V Visa Inc. Class A Add +8.3% 1.55% +0.08
VZ Verizon Communications Inc. Add +31.0% 0.57% +0.07
HBM Hudbay Minerals Inc. Add +0.6% 0.34% +0.07
MCD McDonald's Corp. Add +18.7% 0.57% +0.06
ROP Roper Technologies Inc. Add +29.7% 0.63% +0.05
BA The Boeing Co. Add +8.4% 1.75% +0.05
MMM 3M Co. Add +5.8% 1.56% +0.05
COST Costco Wholesale Corp. Add +23.5% 0.60% +0.05
BHP BHP Group Ltd.-Spon ADR Add +3.7% 0.74% +0.04
WMT Walmart Inc. Add +4.8% 0.65% +0.04
MTW Manitowoc Company Inc. Add +11.4% 0.20% +0.04
IYW iShares Ustechnology ETF New 0.04% +0.04
KMI Kinder Morgan Inc. Add +17.0% 0.55% +0.04
AMZN Amazon.com Inc. Add +2.2% 2.38% +0.04
ET Energy Transfer LP Add +17.7% 0.56% +0.04
SHW The Sherwin-Williams Co. Add +19.3% 0.64% +0.03
GOOG Alphabet Inc. Class C Add +5.0% 0.14% +0.03
RTX RTX Corp. Add +0.3% 0.81% +0.03
CVX Chevron Corp. Add +12.9% 0.64% +0.03
PG The Procter & Gamble Co. Add +19.3% 0.54% +0.03
BRK.B Berkshire Hathaway Inc. Class B Add +7.5% 1.49% +0.02
PM Philip Morris International Add +11.7% 0.54% +0.02
STE Steris PLC Add +7.0% 0.64% +0.02
ROK Rockwell Automation Inc. Add +5.4% 0.22% +0.02
FDS Factset Research Systems Inc. Add +9.2% 0.49% +0.02
CTVA Corteva Inc. Add +10.9% 0.57% +0.02
AAPL Apple Inc. Add +0.1% 1.97% +0.02
APH Amphenol Corp. Class A Add +2.6% 0.26% +0.01
WAB Wabtec Corp. Add +8.1% 0.18% +0.01
POOL Pool Corp. Add +56.0% 0.16% +0.01
ITW Illinois Tool Works Add +13.9% 0.62% +0.01
TDG Transdigm Group Inc. Add +9.2% 0.18% +0.01
JBBB Janus Henderson B-BBB Clo Et Add +12.3% 0.13% +0.01
POWL Powell Industries Inc. Add +2.9% 0.34% +0.01

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 93$557.9MBINC, BLV, NVDA, TLT, HYG
Q1 2026 92$531.4MLQD, BINC, BLV, NVDA, HYG
Q4 2025 97$558.5MLQD, BINC, NVDA, BLV, MSTR
Q3 2025 97$528.0MMSTR, HYG, NVDA, LQD, IBIT
Q2 2025 100$507.2MMSTR, HYG, FSK, NVDA, LQD
Q1 2025 97$406.6MMSTR, HYG, FSK, LQD, FBRT
Q4 2024 92$383.2MMSTR, FSK, NVDA, IBIT, FBRT
Q3 2024 100$358.8MMSTR, FSK, NVDA, AAPL, FBRT
Q2 2024 97$304.7MNVDA, MSTR, FSK, MSFT, AAPL
Q1 2024 80$248.9MMSTR, FSK, NVDA, MSFT, AMZN