Strong Tower Advisory Services Activity in Q2 2026: New Positions and Portfolio Adjustments
Strong Tower Advisory Services, with a portfolio value of $535.7 million as of June 30, 2026, showed significant buying activity this quarter while adjusting its existing holdings.
As of June 30, 2026, Strong Tower Advisory Services maintained a substantial portfolio valued at $535.7 million.
The firm demonstrated notable buying interest during the quarter by establishing new positions in several stocks:
- Nexera Energy (NEE), a utility company, was added with an impressive 100% increase in shares.
- The DoubleLine Income Solutions ETF (DSL) saw its inclusion grow by 100%, significantly boosting the portfolio's allocation to financial services.
In addition, Strong Tower increased its stake in several existing holdings:
- Louisiana Pacific Corp (LPX) experienced an 20.1% increase.
- Powell Industries Inc (POWL)'s position grew by a substantial 125.9%, indicating strong confidence in the company's prospects.
- Their investment in Hims & Hers Health Inc (HIMS) increased by 62.65% during this period.
Conversely, the firm also made adjustments to other parts of its portfolio:
- The BlackRock ETF Trust II (BINC) allocation grew slightly by 5.7%, while Vanguard Balanced Index Fund (BLV) increased by 8.79%.
- NVIDIA Corp (NVDA)'s position saw a small reduction of -5.22%, though the allocation remains at 4.34%.
Strong Tower also significantly reduced its exposure to certain fixed income holdings:
- The iShares 10-20 Year Treasury Bond ETF (TLT) position decreased by -10.2%, while the allocation dropped from a higher percentage.
- iShares 15-30 Year Treasury Bond ETF (LQD) experienced its largest reduction, with shares down by -44.88% and allocation falling to 3.04%. This was the most significant sell activity noted for Strong Tower this quarter.
The overall portfolio saw changes across various sectors:
- Technology holdings like NVIDIA (NVDA), Alphabet Inc. (GOOGL), and Microsoft Corp. (MSFT) showed modest increases or decreases.
- The firm added exposure to the Utilities sector via Nexera Energy.
- Industrials gained through additions like Louisiana Pacific Corp (LPX), Powell Industries Inc. (POWL), and Quanta Services Inc. (PWR).
- Healthcare saw an increase via UnitedHealth Group Inc. (UNH).
In summary, Strong Tower Advisory Services actively reshaped its portfolio in Q2 2026 by adding new positions like Nexera Energy and the DoubleLine Income Solutions ETF (DSL). The firm also increased stakes in several existing holdings, including LPX, POWL, and HIMS. However, the most significant reduction occurred in their position within iShares 15-30 Year Treasury Bond ETF (LQD). For more detailed information on Strong Tower's portfolio holdings and performance, please visit Strong Tower Advisory Services' profile page.