Strong Tower Advisory Services

data from 30/09/2025

Capitalization

$ 527.993 M 4.10 %

Average holding period

11 ans

Performance

$ 152.572 M 51.88 %

Capitalization

Portfolio size

Portfolio performance

Portfolio performance %

Performance compared to S&P 500 (%)

Stock in Strong Tower Advisory Services

Date Ticket Name Weight Capitalization Share number First added Performance ($) Performance (%)
2025/09/30 MSTR STRATEGY INC 5.49% 28.993 M $ 89981 2023/12/31 -10.997 M $ -20.29 %
2025/09/30 HYG ISHARES TR 4.80% 25.335 M $ 312045 2023/12/31 161.596 K $ 0.67 %
2025/09/30 NVDA NVIDIA CORPORATION 4.77% 25.166 M $ 134881 2021/12/31 4.013 M $ 18.10 %
2025/09/30 LQD ISHARES TR 4.44% 23.441 M $ 210289 2023/06/30 364.920 K $ 1.70 %
2025/09/30 IBIT ISHARES BITCOIN TRUST ETF 3.54% 18.699 M $ 287670 2024/06/30 1.092 M $ 6.19 %
2025/09/30 MSFT MICROSOFT CORP 3.49% 18.434 M $ 35590 2021/09/30 737.386 K $ 4.13 %
2025/09/30 BLV VANGUARD BD INDEX FDS 3.28% 17.299 M $ 244170 2025/06/30 145.763 K $ 1.88 %
2025/09/30 TBIL RBB FD INC 3.25% 17.140 M $ 342799 2024/06/30 0.000 $ 0.00 %
2025/09/30 TSLA TESLA INC 3.12% 16.469 M $ 37033 2021/09/30 4.328 M $ 40.00 %
2025/09/30 FBRT FRANKLIN BSP RLTY TR INC 2.97% 15.668 M $ 1442728 2022/06/30 239.466 K $ 1.59 %
2025/09/30 BMNR BITMINE IMMERSION TECNOLOGIE 2.72% 14.354 M $ 276412 2025/09/30 0.000 $ 0.00 %
2025/09/30 AMZN AMAZON COM INC 2.34% 12.378 M $ 56375 2021/09/30 10.310 K $ 0.08 %
2025/09/30 GOOGL ALPHABET INC 2.27% 12.010 M $ 49404 2021/09/30 3.374 M $ 37.95 %
2025/09/30 PWR QUANTA SVCS INC 2.09% 11.044 M $ 26648 2023/03/31 971.804 K $ 9.61 %
2025/09/30 BABA ALIBABA GROUP HLDG LTD 2.05% 10.840 M $ 60649 2025/03/31 3.730 M $ 57.60 %
2025/09/30 AAPL APPLE INC 1.95% 10.286 M $ 40395 2021/09/30 2.028 M $ 24.11 %
2025/09/30 UNH UNITEDHEALTH GROUP INC 1.94% 10.221 M $ 29602 2021/09/30 725.860 K $ 10.68 %
2025/09/30 BA BOEING CO 1.70% 8.974 M $ 41578 2025/03/31 255.578 K $ 3.01 %
2025/09/30 COF CAPITAL ONE FINL CORP 1.66% 8.756 M $ 41190 2021/09/30 -7.431 K $ -0.08 %
2025/09/30 LLY ELI LILLY & CO 1.56% 8.240 M $ 10800 2023/03/31 -175.565 K $ -2.12 %
2025/09/30 MMM 3M CO 1.51% 7.965 M $ 51326 2023/09/30 150.651 K $ 1.93 %
2025/09/30 FCX FREEPORT-MCMORAN INC 1.50% 7.912 M $ 201737 2024/06/30 -840.884 K $ -9.53 %
2025/09/30 V VISA INC 1.48% 7.789 M $ 22815 2021/09/30 -302.954 K $ -3.85 %
2025/09/30 BRK-B BERKSHIRE HATHAWAY INC DEL 1.47% 7.757 M $ 15430 2021/09/30 251.206 K $ 3.49 %
2025/09/30 XOM EXXON MOBIL CORP 1.43% 7.535 M $ 66829 2021/12/31 324.086 K $ 4.59 %
2025/09/30 SOLV SOLVENTUM CORP 1.37% 7.239 M $ 99169 2024/06/30 -233.783 K $ -3.74 %
2025/09/30 LPX LOUISIANA PAC CORP 1.34% 7.090 M $ 79803 2021/09/30 226.292 K $ 3.31 %
2025/09/30 AVGO BROADCOM INC 1.13% 5.992 M $ 18162 2024/06/30 1.008 M $ 19.68 %
2025/09/30 CEG CONSTELLATION ENERGY CORP 1.00% 5.261 M $ 15988 2024/06/30 103.010 K $ 1.96 %
2025/09/30 PH PARKER-HANNIFIN CORP 0.85% 4.465 M $ 5889 2021/09/30 351.097 K $ 8.54 %
2025/09/30 NEM NEWMONT CORP 0.82% 4.306 M $ 51079 2024/06/30 1.344 M $ 44.71 %
2025/09/30 LHX L3HARRIS TECHNOLOGIES INC 0.81% 4.279 M $ 14011 2021/09/30 761.960 K $ 21.75 %
2025/09/30 GRMN GARMIN LTD 0.78% 4.117 M $ 16719 2021/09/30 633.562 K $ 17.97 %
2025/09/30 RTX RTX CORPORATION 0.78% 4.106 M $ 24536 2021/09/30 524.162 K $ 14.59 %
2025/09/30 BLK BLACKROCK INC 0.75% 3.972 M $ 3407 2024/12/31 394.175 K $ 11.11 %
2025/09/30 CMI CUMMINS INC 0.72% 3.799 M $ 8994 2021/09/30 856.106 K $ 28.97 %
2025/09/30 LOW LOWES COS INC 0.72% 3.786 M $ 15064 2021/09/30 412.513 K $ 13.27 %
2025/09/30 JPM JPMORGAN CHASE & CO. 0.72% 3.780 M $ 11985 2021/09/30 310.935 K $ 8.80 %
2025/09/30 MA MASTERCARD INCORPORATED 0.70% 3.700 M $ 6504 2021/09/30 42.470 K $ 1.22 %
2025/09/30 SPLG SPDR SERIES TRUST 0.70% 3.688 M $ 47072 2024/09/30 259.346 K $ 7.77 %
2025/09/30 BHP BHP GROUP LTD 0.69% 3.662 M $ 65678 2023/03/31 493.212 K $ 15.93 %
2025/09/30 ECL ECOLAB INC 0.67% 3.551 M $ 12965 2021/09/30 56.770 K $ 1.64 %
2025/09/30 ETN EATON CORP PLC 0.67% 3.548 M $ 9481 2021/09/30 168.526 K $ 4.83 %
2025/09/30 ABBV ABBVIE INC 0.63% 3.306 M $ 14278 2021/09/30 650.824 K $ 24.74 %
2025/09/30 STE STERIS PLC 0.62% 3.274 M $ 13231 2021/09/30 94.018 K $ 3.01 %
2025/09/30 CVX CHEVRON CORP NEW 0.61% 3.237 M $ 20845 2022/03/31 238.309 K $ 8.45 %
2025/09/30 ITW ILLINOIS TOOL WKS INC 0.61% 3.229 M $ 12384 2021/09/30 166.118 K $ 5.46 %
2025/09/30 SHW SHERWIN WILLIAMS CO 0.61% 3.214 M $ 9283 2021/09/30 26.337 K $ 0.84 %
2025/09/30 XEL XCEL ENERGY INC 0.61% 3.211 M $ 39813 2024/03/31 493.942 K $ 18.43 %
2025/09/30 WMT WALMART INC 0.61% 3.200 M $ 31049 2021/09/30 162.492 K $ 5.40 %
2025/09/30 CNI CANADIAN NATL RY CO 0.59% 3.105 M $ 32924 2021/09/30 -286.317 K $ -9.36 %
2025/09/30 ROP ROPER TECHNOLOGIES INC 0.58% 3.054 M $ 6124 2021/09/30 -346.747 K $ -12.02 %
2025/09/30 COST COSTCO WHSL CORP NEW 0.55% 2.896 M $ 3129 2022/03/31 -196.531 K $ -6.50 %
2025/09/30 CTVA CORTEVA INC 0.54% 2.872 M $ 42473 2021/09/30 -290.821 K $ -9.26 %
2025/09/30 ET ENERGY TRANSFER L P 0.52% 2.768 M $ 161280 2025/03/31 -149.562 K $ -5.35 %
2025/09/30 KMB KIMBERLY-CLARK CORP 0.52% 2.748 M $ 22105 2021/09/30 -81.528 K $ -3.55 %
2025/09/30 PM PHILIP MORRIS INTL INC 0.52% 2.743 M $ 16911 2021/09/30 -333.408 K $ -10.94 %
2025/09/30 KMI KINDER MORGAN INC DEL 0.51% 2.710 M $ 95737 2023/03/31 -102.584 K $ -3.71 %
2025/09/30 PG PROCTER AND GAMBLE CO 0.51% 2.703 M $ 17593 2021/09/30 -88.406 K $ -3.56 %
2025/09/30 MCD MCDONALDS CORP 0.50% 2.645 M $ 8702 2021/09/30 100.170 K $ 4.01 %
2025/09/30 VZ VERIZON COMMUNICATIONS INC 0.50% 2.635 M $ 59951 2021/09/30 36.802 K $ 1.57 %
2025/09/30 PAYX PAYCHEX INC 0.48% 2.543 M $ 20063 2021/09/30 -310.569 K $ -12.86 %
2025/09/30 MRK MERCK & CO INC 0.48% 2.531 M $ 30159 2021/09/30 141.149 K $ 6.03 %
2025/09/30 PLTR PALANTIR TECHNOLOGIES INC 0.48% 2.529 M $ 13865 2022/12/31 789.877 K $ 33.82 %
2025/09/30 FDS FACTSET RESH SYS INC 0.47% 2.496 M $ 8711 2021/09/30 -1.062 M $ -35.95 %
2025/09/30 AWK AMERICAN WTR WKS CO INC NEW 0.47% 2.459 M $ 17669 2021/09/30 1.336 K $ 0.06 %
2025/09/30 MLPA GLOBAL X FDS 0.46% 2.416 M $ 49893 2024/06/30 -82.433 K $ -3.55 %
2025/09/30 WY WEYERHAEUSER CO MTN BE 0.43% 2.271 M $ 91606 2021/09/30 -76.907 K $ -3.50 %
2025/09/30 IONQ IONQ INC 0.35% 1.859 M $ 30231 2025/03/31 537.277 K $ 43.12 %
2025/09/30 POWL POWELL INDS INC 0.33% 1.758 M $ 5767 2024/09/30 534.549 K $ 44.84 %
2025/09/30 INOD INNODATA INC 0.33% 1.740 M $ 22571 2025/03/31 567.174 K $ 50.47 %
2025/09/30 QQQM INVESCO EXCH TRADED FD TR II 0.31% 1.660 M $ 6718 2024/09/30 135.094 K $ 8.82 %
2025/09/30 HBM HUDBAY MINERALS INC 0.27% 1.428 M $ 94175 2024/06/30 418.568 K $ 42.88 %
2025/09/30 APH AMPHENOL CORP NEW 0.25% 1.318 M $ 10653 2021/09/30 261.100 K $ 25.32 %
2025/09/30 HIMS HIMS & HERS HEALTH INC 0.22% 1.182 M $ 20832 2025/03/31 138.925 K $ 13.78 %
2025/09/30 ROK ROCKWELL AUTOMATION INC 0.20% 1.051 M $ 3006 2021/09/30 49.597 K $ 5.23 %
2025/09/30 HASI HA SUSTAINABLE INFRA CAP INC 0.19% 990.914 K $ 32277 2023/12/31 88.780 K $ 14.30 %
2025/09/30 EQIX EQUINIX INC 0.18% 949.751 K $ 1213 2021/09/30 -9.270 K $ -1.54 %
2025/09/30 TDG TRANSDIGM GROUP INC 0.17% 913.936 K $ 693 2021/09/30 -117.924 K $ -13.32 %
2025/09/30 WAB WABTEC 0.17% 881.395 K $ 4397 2021/09/30 -37.145 K $ -4.24 %
2025/09/30 SMMD ISHARES TR 0.16% 852.864 K $ 11567 2021/12/31 63.956 K $ 8.78 %
2025/09/30 ORLY OREILLY AUTOMOTIVE INC 0.16% 827.873 K $ 7679 2021/09/30 130.213 K $ 19.62 %
2025/09/30 MTW MANITOWOC CO INC 0.16% 826.926 K $ 82610 2024/06/30 -165.093 K $ -16.72 %
2025/09/30 PLD PROLOGIS INC. 0.15% 807.366 K $ 7050 2024/06/30 23.969 K $ 8.94 %
2025/09/30 POOL POOL CORP 0.15% 765.799 K $ 2470 2021/09/30 38.258 K $ 6.38 %
2025/09/30 JBBB JANUS DETROIT STR TR 0.13% 669.274 K $ 13894 2025/06/30 -539.000 $ -0.08 %
2025/09/30 ETHA ISHARES ETHEREUM TR 0.12% 620.936 K $ 19706 2024/09/30 245.142 K $ 65.23 %
2025/09/30 GOOG ALPHABET INC 0.11% 582.815 K $ 2393 2024/06/30 167.252 K $ 37.30 %
2025/09/30 ENVX ENOVIX CORPORATION 0.08% 419.627 K $ 42089 2024/09/30 -54.031 K $ -3.58 %
2025/09/30 BSX BOSTON SCIENTIFIC CORP 0.08% 407.117 K $ 4170 2025/03/31 -40.782 K $ -9.11 %
2025/09/30 TJX TJX COS INC NEW 0.08% 400.954 K $ 2774 2024/06/30 58.392 K $ 17.05 %
2025/09/30 SPY SPDR S&P 500 ETF TR 0.07% 357.525 K $ 537 2022/12/31 31.317 K $ 7.82 %
2025/09/30 META META PLATFORMS INC 0.06% 340.752 K $ 464 2024/06/30 -1.747 K $ -0.50 %
2025/09/30 TRV TRAVELERS COMPANIES INC 0.05% 277.265 K $ 993 2025/06/30 11.598 K $ 4.37 %
2025/09/30 WINA WINMARK CORP 0.04% 203.588 K $ 409 2025/09/30 0.000 $ 0.00 %
2025/09/30 SUIG SUI GROUP HOLDINGS LIMITED 0.01% 38.986 K $ 10100 2025/09/30 0.000 $ 0.00 %
2025/09/30 PLUG PLUG POWER INC 0.00% 23.300 K $ 10000 2024/09/30 8.400 K $ 56.38 %
2025/09/30 LULU LULULEMON ATHLETICA INC 0.00% 0.000 $ 0 2024/09/30 0.000 $ 0.00 %
2025/09/30 NVO NOVO-NORDISK A S 0.00% 0.000 $ 0 2021/09/30 0.000 $ 0.00 %
2025/09/30 IWR ISHARES TR 0.00% 0.000 $ 0 2025/03/31 0.000 $ 0.00 %