Strong Tower Advisory Services reported 78 positions worth $452.54M for the quarter ended Sep 30, 2026, up 5.6% on the prior quarter. It opened 1 new position, added to 48, trimmed 29 and exited 2. Its largest holding is Bitmine Immersion Technologies, Inc. at 6.3% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| BMNR Bitmine Immersion Technologies, Inc. | +457.4K | +74.6% | $12.09M | 6.25% |
| LMT Lockheed Martin Corp | +9,747 | – | $4.96M | 1.1% |
| MSTR Strategy Inc | +6,979 | +5.0% | $1.07M | 4.98% |
| MSFT Microsoft Corp | +1,518 | +3.5% | $778.57K | 5.07% |
| QNT Quantinuum Inc. | +10.5K | +8.2% | $506.02K | 1.48% |
| IBM International Business Machines Corp | +1,997 | +14.2% | $439.20K | 0.781% |
| TSM Taiwan Semiconductor Manufacturing Co Ltd | +921 | +14.9% | $420.15K | 0.714% |
| INFQ Infleqtion, Inc. | +23.7K | +10.7% | $319.62K | 0.733% |
| TSLA Tesla, Inc. | +861 | +2.6% | $305.49K | 2.7% |
| LPX Louisiana-Pacific Corp | +3,657 | +2.8% | $236.06K | 1.92% |
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| IBIT iShares Bitcoin Trust ETF | -218.6K | -95.7% | $10.35M | 0.103% |
| NVDA Nvidia Corp | -10.3K | -8.5% | $2.35M | 5.58% |
| UNH Unitedhealth Group Inc | -1,347 | -3.0% | $494.46K | 3.48% |
| ETHA iShares Ethereum Trust ETF | -41.4K | -100.0% | $492.62K | Exited |
| PWR Quanta Services, Inc. | -605 | -2.4% | $388.73K | 3.51% |
| AAPL Apple Inc. | -1,060 | -2.6% | $353.00K | 2.94% |
| LLY ELI LILLY & Co | -240 | -2.2% | $277.71K | 2.73% |
| AMZN Amazon Com Inc | -980 | -1.6% | $244.17K | 3.27% |
| AVAV AeroVironment Inc | -1,362 | -100.0% | $224.83K | Exited |
| GOOGL Alphabet Inc. | -569 | -1.2% | $195.78K | 3.51% |
| Holding | Shares | Trade Value | Weight |
|---|---|---|---|
| LMT Lockheed Martin Corp | +9,747 | $4.96M | 1.1% |
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | BMNR Bitmine Immersion Technologies, Inc. | Technology | 1.07M | $28.30M | 6.25% | +457.4K | +74.6% | Added | 0.18% |
| 2 | NVDA Nvidia Corp | Technology | 110.7K | $25.27M | 5.58% | -10.3K | -8.5% | Reduced | 0% |
| 3 | MSFT Microsoft Corp | Technology | 44.7K | $22.93M | 5.07% | +1,518 | +3.5% | Added | 0% |
| 4 | MSTR Strategy Inc | Technology | 147.1K | $22.52M | 4.98% | +6,979 | +5.0% | Added | 0.04% |
| 5 | PWR Quanta Services, Inc. | Industrials | 24.7K | $15.90M | 3.51% | -605 | -2.4% | Reduced | 0.02% |
| 6 | GOOGL Alphabet Inc. | Technology | 46.1K | $15.87M | 3.51% | -569 | -1.2% | Reduced | 0% |
| 7 | UNH Unitedhealth Group Inc | Healthcare | 42.9K | $15.76M | 3.48% | -1,347 | -3.0% | Reduced | 0% |
| 8 | AMZN Amazon Com Inc | Consumer Discretionary | 59.4K | $14.80M | 3.27% | -980 | -1.6% | Reduced | 0% |
| 9 | FCX Freeport-Mcmoran Inc | Basic Materials | 203.8K | $14.27M | 3.15% | -2,713 | -1.3% | Reduced | 0.01% |
| 10 | AAPL Apple Inc. | Technology | 40.0K | $13.32M | 2.94% | -1,060 | -2.6% | Reduced | 0% |
| 11 | LLY ELI LILLY & Co | Healthcare | 10.7K | $12.33M | 2.73% | -240 | -2.2% | Reduced | 0% |
| 12 | TSLA Tesla, Inc. | Consumer Discretionary | 34.4K | $12.20M | 2.7% | +861 | +2.6% | Added | 0% |
| 13 | MMM 3M Co | Industrials | 72.0K | $11.81M | 2.61% | -597 | -0.8% | Reduced | 0.01% |
| 14 | XOM ExxonMobil Holdings Corp | Energy | 70.2K | $11.42M | 2.52% | +66 | +0.1% | Added | 0% |
| 15 | V Visa Inc. | Financial Services | 29.5K | $10.61M | 2.34% | -207 | -0.7% | Reduced | 0% |
Tip. Select a row to see that position’s full history at Strong Tower Advisory Services.
As of its Q3 2026 13F filing, Strong Tower Advisory Services’s five largest positions were Bitmine Immersion Technologies, Inc. (BMNR) at 6.3%, Nvidia Corp (NVDA) at 5.6%, Microsoft Corp (MSFT) at 5.1%, Strategy Inc (MSTR) at 5.0%, Quanta Services, Inc. (PWR) at 3.5% of the reported portfolio.
Strong Tower Advisory Services reported a 13F portfolio worth $452.54M across 78 positions for Q3 2026. That is up 5.6% from the previous quarter.
Its largest purchases by value were Bitmine Immersion Technologies, Inc. ($12.09M), Lockheed Martin Corp ($4.96M), Strategy Inc ($1.07M). It opened 1 new positions.
Its largest sales by value were iShares Bitcoin Trust ETF ($10.35M), Nvidia Corp ($2.35M), Unitedhealth Group Inc ($494.46K). It exited 2 positions entirely.
From the Form 13F-HR reports Strong Tower Advisory Services files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.