Strong Tower Advisory Services

Strong Tower Advisory Services reported 94 holdings worth US$558M as of Jun 30, 2026 (Form 13F)

As of Jun 30, 2026 · Filed Jul 13, 2026

Strong Tower Advisory Services reported 94 holdings worth US$558M as of Jun 30, 2026. Largest: Nvidia Corporation, Unitedhealth Group Incorporated and Quanta Services, Inc. Filed Jul 13, 2026 (Form 13F).

Holdings
94
Value as reported
US$558M

The filing in full

CompanySharesValue as reported% of portfolio
Nvidia Corporation121KUS$24.2M4.3%
Unitedhealth Group Incorporated44,271US$18.4M3.3%
Quanta Services, Inc.25,347US$18.3M3.3%
Alphabet Inc (google) Class C49,283US$17.6M3.2%
Microsoft Corp.43,190US$16.1M2.9%
Amazon.com, Inc.60,390US$14.4M2.6%
Tesla, Inc.33,513US$14.1M2.5%
Eli Lilly And Company10,899US$13.1M2.3%
Freeport-mcmoran, Inc.207KUS$13M2.3%
Strategy Inc140KUS$12.2M2.2%
Apple Inc41,062US$11.9M2.1%
3m Company72,570US$11.7M2.1%
Quantinuum Inc.129KUS$10.5M1.9%
Louisiana-pacific Corporation131KUS$10.3M1.8%
Visa Inc.29,728US$10.2M1.8%
Boeing Company (the)46,013US$9.96M1.8%
Exxon Mobil Corporation70,113US$9.59M1.7%
Nextera Energy, Inc.99,584US$8.74M1.6%
Bitmine Immersion Technologies, Inc.613KUS$8.16M1.5%
Broadcom Inc.17,335US$6.55M1.2%
Parker-hannifin Corporation5,193US$5.08M0.91%
Bhp Group Ltd55,482US$4.62M0.83%
Newmont Corporation49,272US$4.6M0.82%
Canadian National Railway Company38,294US$4.57M0.82%
Rtx Corporation23,822US$4.52M0.81%
Cummins Inc.6,258US$4.46M0.80%
Jp Morgan Chase & Co.12,801US$4.19M0.75%
Kimberly-clark Corporation37,789US$4.15M0.74%
Abbvie Inc.16,313US$4.11M0.74%
American Water Works Company, Inc.30,845US$4.06M0.73%
Ecolab Inc.14,549US$4.05M0.73%
Corteva, Inc.47,860US$4.05M0.73%
L3harris Technologies, Inc.13,802US$4.01M0.72%
International Business Machines Corporation14,076US$3.96M0.71%
Lowe's Companies, Inc.17,651US$3.89M0.70%
Constellation Energy Corporation15,618US$3.88M0.70%
Procter & Gamble Company (the)26,332US$3.86M0.69%
Walmart Inc.33,848US$3.83M0.69%
Mcdonald's Corporation14,085US$3.81M0.68%
Philip Morris International Inc20,988US$3.8M0.68%
Kinder Morgan, Inc.119KUS$3.79M0.68%
Costco Wholesale Corporation4,050US$3.79M0.68%
Illinois Tool Works Inc.13,947US$3.77M0.68%
Sherwin-williams Company (the)10,939US$3.77M0.67%
Mastercard Incorporated7,171US$3.68M0.66%
Chevron Corporation21,952US$3.64M0.65%
Roper Technologies, Inc.10,558US$3.57M0.64%
Blackrock, Inc.3,692US$3.55M0.64%
Xcel Energy Inc.44,001US$3.53M0.63%
Verizon Communications Inc.81,654US$3.46M0.62%
Powell Industries, Inc.11,652US$3.34M0.60%
Infleqtion, Inc.223KUS$2.97M0.53%
Taiwan Semiconductor Manufacturing Co., Ltd.6,164US$2.94M0.53%
Hudbay Minerals Inc86,542US$2.04M0.37%
Ionq, Inc.34,247US$1.82M0.33%
Palantir Technologies Inc.15,422US$1.8M0.32%
Rockwell Automation, Inc.3,470US$1.72M0.31%
Innodata Inc.21,284US$1.61M0.29%
Hims & Hers Health, Inc.45,813US$1.59M0.28%
Amphenol Corporation9,001US$1.59M0.28%
Ha Sustainable Infrastructure Capital, Inc.37,331US$1.46M0.26%
Equinix, Inc.1,394US$1.45M0.26%
Manitowoc Company, Inc. (the)101KUS$1.4M0.25%
Westinghouse Air Brake Technologies Corporation5,171US$1.39M0.25%
O'reilly Automotive, Inc.13,754US$1.27M0.23%
Pool Corporation5,633US$1.21M0.22%
Transdigm Group Inc.875US$1.17M0.21%
Transmedics Group, Inc.15,160US$1.01M0.18%
Reddit, Inc.5,480US$951K0.17%
Tjx Companies, Inc. (the)2,810US$426K0.08%
Meta Platforms, Inc.489US$275K0.05%
Target Corporation1,767US$231K0.04%
Berkshire Hathaway Inc.455US$228K0.04%
Aerovironment, Inc.1,362US$225K0.04%
Enovix Corporation0US$00.00%
Franklin Bsp Realty Trust, Inc.0US$00.00%
Merck & Company, Inc.0US$00.00%
Solventum Corporation0US$00.00%
The Travelers Companies, Inc.0US$00.00%
Boston Scientific Corporation0US$00.00%
Energy Transfer Lp0US$00.00%

Source

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