Strong Retirement Solutions LLC
Net buyer this quarter
$167M
63
+$6.24M
32.1%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 NVDA | $7.47M | 4.48% | 0.00% | +3.3% | Q4 2025 |
 MSFT | $7.45M | 4.46% | 0.00% | +9.7% | Q4 2025 |
 AMD | $7.13M | 4.27% | 0.00% | -7.5% | Q4 2025 |
 AMZN | $5.29M | 3.17% | 0.00% | +2.8% | Q4 2025 |
 AVGO | $4.92M | 2.95% | 0.00% | +269.3% | Q4 2025 |
 V | $4.64M | 2.78% | 0.00% | +5.5% | Q4 2025 |
 APH | $4.48M | 2.68% | 0.00% | +6.0% | Q4 2025 |
 AAPL | $4.43M | 2.65% | 0.00% | +7.9% | Q4 2025 |
 PWR | $3.98M | 2.39% | 0.00% | -8.9% | Q4 2025 |
 CHE | $3.86M | 2.32% | 0.06% | +10.1% | Q4 2025 |
 PGR | $3.76M | 2.26% | 0.00% | +16.7% | Q4 2025 |
 NOW | $3.65M | 2.19% | 0.00% | +22.7% | Q4 2025 |
 JPM | $3.64M | 2.18% | 0.00% | +5.2% | Q4 2025 |
 GOOGL | $3.45M | 2.06% | 0.00% | +4.1% | Q4 2025 |
 WMT | $3.31M | 1.98% | 0.00% | +14.1% | Q4 2025 |
 FANG | $3.28M | 1.97% | 0.01% | +1.7% | Q4 2025 |
 CPRT | $3.08M | 1.85% | 0.01% | +30.3% | Q4 2025 |
 AMT | $3.08M | 1.85% | 0.00% | +13.5% | Q4 2025 |
 CRWD | $2.82M | 1.69% | 0.00% | +0.8% | Q4 2025 |
 UBER | $1.9M | 1.14% | 0.00% | -13.2% | Q4 2025 |
 LLY | $1.69M | 1.01% | 0.00% | +15.0% | Q4 2025 |
 UNH | $1.69M | 1.01% | 0.00% | +5.0% | Q4 2025 |
 TSLA | $1.59M | 0.95% | 0.00% | +11.1% | Q4 2025 |
 BRK.B | $1.53M | 0.92% | Not reported | +13.0% | Q4 2025 |
 MSI | $1.37M | 0.82% | 0.00% | +16.6% | Q4 2025 |
 META | $1.35M | 0.81% | Not reported | +12.4% | Q4 2025 |
 PHM | $1.33M | 0.80% | 0.01% | +15.5% | Q4 2025 |
 LIN | $1.26M | 0.76% | 0.00% | +11.8% | Q4 2025 |
 ISRG | $1.26M | 0.76% | 0.00% | +16.4% | Q4 2025 |
 SHOP | $1.26M | 0.75% | 0.00% | -3.5% | Q4 2025 |
 SCHW | $1.23M | 0.74% | 0.00% | +12.3% | Q1 2026 |
 TMO | $1.22M | 0.73% | 0.00% | +14.8% | Q4 2025 |
 NEE | $1.21M | 0.72% | 0.00% | +12.4% | Q4 2025 |
 PG | $1.18M | 0.71% | 0.00% | +16.8% | Q4 2025 |
 NFLX | $1.17M | 0.70% | 0.00% | +14.6% | Q4 2025 |
 ROP | $1.17M | 0.70% | 0.00% | +8.0% | Q4 2025 |
 SPGI | $1.16M | 0.69% | 0.00% | +11.9% | Q4 2025 |
 CTAS | $1.13M | 0.68% | 0.00% | +17.0% | Q4 2025 |
 XOM | $1.13M | 0.68% | 0.00% | +11.3% | Q4 2025 |
 SYK | $1.12M | 0.67% | 0.00% | +20.3% | Q4 2025 |
 SPCX | $1.04M | 0.62% | Not reported | New | Q2 2026 |
 BR | $968K | 0.58% | 0.01% | -57.9% | Q4 2025 |
 MA | $858K | 0.51% | 0.00% | -20.7% | Q4 2025 |
 AZO | $633K | 0.38% | 0.00% | +41.4% | Q1 2026 |
 ARM | $595K | 0.36% | 0.00% | -22.2% | Q4 2025 |
 ANET | $546K | 0.33% | 0.00% | -57.2% | Q4 2025 |
 CB | $494K | 0.30% | 0.00% | -37.1% | Q4 2025 |
 SLV | $484K | 0.29% | 0.00% | -8.1% | Q4 2025 |
 UTHR | $483K | 0.29% | 0.00% | -16.3% | Q4 2025 |
 WBD | $457K | 0.27% | 0.00% | -32.0% | Q4 2025 |
| Q1 2026 | |||||
| MSFT | $6.73M | 4.72% | 0.00% | +26.2% | Q4 2025 |
| NVDA | $6.3M | 4.41% | 0.00% | +8.3% | Q4 2025 |
| AMZN | $4.5M | 3.15% | 0.00% | +18.2% | Q4 2025 |
| V | $3.87M | 2.71% | 0.00% | +7.9% | Q4 2025 |
| FANG | $3.63M | 2.54% | 0.01% | -6.7% | Q4 2025 |
| AAPL | $3.6M | 2.52% | 0.00% | +4.2% | Q4 2025 |
| PWR | $3.33M | 2.34% | 0.00% | -19.4% | Q4 2025 |
| WMT | $3.18M | 2.23% | 0.00% | -9.9% | Q4 2025 |
| NOW | $3.13M | 2.19% | 0.00% | +89.8% | Q4 2025 |
| JPM | $3.11M | 2.18% | 0.00% | +10.8% | Q4 2025 |
| APH | $3.03M | 2.12% | 0.00% | +80.4% | Q4 2025 |
| PGR | $2.93M | 2.05% | 0.00% | +25.1% | Q4 2025 |
| AMT | $2.87M | 2.01% | 0.00% | +17.2% | Q4 2025 |
| CHE | $2.85M | 1.99% | 0.06% | +25.4% | Q4 2025 |
| CPRT | $2.79M | 1.95% | 0.01% | +23.3% | Q4 2025 |
| BR | $2.73M | 1.91% | 0.01% | +41.3% | Q4 2025 |
| AMD | $2.7M | 1.89% | 0.00% | +82.1% | Q4 2025 |
| GOOGL | $2.66M | 1.87% | 0.00% | -16.1% | Q4 2025 |
| UBER | $2.18M | 1.53% | 0.00% | +4.7% | Q4 2025 |
| CRWD | $1.43M | 1.00% | 0.00% | +55.7% | Q4 2025 |
| NFLX | $1.38M | 0.97% | 0.00% | +53.8% | Q4 2025 |
| SHOP | $1.36M | 0.95% | 0.00% | -4.3% | Q4 2025 |
 ACN | $1.3M | 0.91% | 0.00% | +50.2% | Q4 2025 |
| BRK.B | $1.29M | 0.91% | Not reported | +45.0% | Q4 2025 |
| TSLA | $1.26M | 0.88% | 0.00% | +6.0% | Q4 2025 |
| XOM | $1.26M | 0.88% | 0.00% | -28.3% | Q4 2025 |
| ISRG | $1.26M | 0.88% | 0.00% | +20.9% | Q4 2025 |
| MSI | $1.23M | 0.86% | 0.00% | +5.7% | Q4 2025 |
| META | $1.22M | 0.85% | Not reported | +34.9% | Q4 2025 |
| NEE | $1.14M | 0.80% | 0.00% | -0.9% | Q4 2025 |
| ROP | $1.13M | 0.79% | 0.00% | +73.7% | Q4 2025 |
| LLY | $1.13M | 0.79% | 0.00% | -13.0% | Q4 2025 |
| SCHW | $1.12M | 0.78% | 0.00% | New | Q1 2026 |
| AVGO | $1.09M | 0.76% | 0.00% | +16.7% | Q4 2025 |
| SPGI | $1.08M | 0.76% | 0.00% | +45.2% | Q4 2025 |
| LIN | $1.08M | 0.76% | 0.00% | -10.8% | Q4 2025 |
| MA | $1.05M | 0.74% | 0.00% | -8.6% | Q4 2025 |
| UNH | $1.05M | 0.73% | 0.00% | +29.9% | Q4 2025 |
| TMO | $1.04M | 0.73% | 0.00% | +11.7% | Q4 2025 |
| PG | $995K | 0.70% | 0.00% | +14.5% | Q4 2025 |
| PHM | $986K | 0.69% | 0.00% | +5.7% | Q4 2025 |
| SYK | $972K | 0.68% | 0.00% | +21.6% | Q4 2025 |
| CTAS | $959K | 0.67% | 0.00% | +26.7% | Q4 2025 |
| ANET | $922K | 0.65% | 0.00% | -18.9% | Q4 2025 |
| CB | $751K | 0.53% | 0.00% | -19.8% | Q4 2025 |
| WBD | $692K | 0.48% | 0.00% | -28.1% | Q4 2025 |
| SLV | $671K | 0.47% | 0.00% | +67.4% | Q4 2025 |
| UTHR | $632K | 0.44% | 0.00% | -14.9% | Q4 2025 |
 RDDT | $624K | 0.44% | Not reported | -20.6% | Q4 2025 |
 DVN | $565K | 0.40% | 0.00% | -72.5% | Q4 2025 |
| Q4 2025 | |||||
| MSFT | $6.97M | 4.70% | 0.00% | New | Q4 2025 |
| NVDA | $6.22M | 4.19% | 0.00% | New | Q4 2025 |
| AMZN | $4.22M | 2.84% | 0.00% | New | Q4 2025 |
| V | $4.17M | 2.81% | 0.00% | New | Q4 2025 |
| AAPL | $3.7M | 2.49% | 0.00% | New | Q4 2025 |
| GOOGL | $3.46M | 2.33% | 0.00% | New | Q4 2025 |
| PWR | $3.18M | 2.14% | 0.01% | New | Q4 2025 |
| WMT | $3.17M | 2.13% | 0.00% | New | Q4 2025 |
| JPM | $3.08M | 2.07% | 0.00% | New | Q4 2025 |
| FANG | $2.96M | 1.99% | 0.01% | New | Q4 2025 |
| PGR | $2.69M | 1.81% | 0.00% | New | Q4 2025 |
| CPRT | $2.67M | 1.80% | 0.01% | New | Q4 2025 |
| BR | $2.65M | 1.79% | 0.01% | New | Q4 2025 |
| CHE | $2.57M | 1.73% | 0.04% | New | Q4 2025 |
| AMT | $2.49M | 1.68% | 0.00% | New | Q4 2025 |
| NOW | $2.42M | 1.63% | 0.00% | New | Q4 2025 |
| UBER | $2.37M | 1.60% | 0.00% | New | Q4 2025 |
| SHOP | $1.92M | 1.30% | 0.00% | New | Q4 2025 |
| APH | $1.79M | 1.21% | 0.00% | New | Q4 2025 |
| AMD | $1.56M | 1.05% | 0.00% | New | Q4 2025 |
| LLY | $1.51M | 1.02% | 0.00% | New | Q4 2025 |
| DVN | $1.49M | 1.01% | 0.01% | New | Q4 2025 |
| TSLA | $1.44M | 0.97% | 0.00% | New | Q4 2025 |
| RDDT | $1.34M | 0.90% | Not reported | New | Q4 2025 |
| MA | $1.32M | 0.89% | 0.00% | New | Q4 2025 |
| ISRG | $1.28M | 0.86% | 0.00% | New | Q4 2025 |
| XOM | $1.25M | 0.84% | 0.00% | New | Q4 2025 |
| ANET | $1.21M | 0.82% | 0.00% | New | Q4 2025 |
 LOW | $1.18M | 0.79% | 0.00% | New | Q4 2025 |
| ACN | $1.17M | 0.79% | 0.00% | New | Q4 2025 |
| CRWD | $1.11M | 0.74% | 0.00% | New | Q4 2025 |
| TMO | $1.1M | 0.74% | 0.00% | New | Q4 2025 |
| AVGO | $1.05M | 0.70% | 0.00% | New | Q4 2025 |
| META | $1.04M | 0.70% | Not reported | New | Q4 2025 |
| LIN | $1.04M | 0.70% | 0.00% | New | Q4 2025 |
| MSI | $1.03M | 0.69% | 0.00% | New | Q4 2025 |
| WBD | $1.01M | 0.68% | 0.00% | New | Q4 2025 |
| NEE | $991K | 0.67% | 0.00% | New | Q4 2025 |
| UNH | $983K | 0.66% | 0.00% | New | Q4 2025 |
 ELV | $970K | 0.65% | 0.00% | New | Q4 2025 |
| BRK.B | $936K | 0.63% | Not reported | New | Q4 2025 |
| PHM | $930K | 0.63% | 0.00% | New | Q4 2025 |
| SPGI | $913K | 0.62% | 0.00% | New | Q4 2025 |
| CB | $896K | 0.60% | 0.00% | New | Q4 2025 |
| NFLX | $875K | 0.59% | 0.00% | New | Q4 2025 |
| PG | $862K | 0.58% | 0.00% | New | Q4 2025 |
 SHW | $859K | 0.58% | 0.00% | New | Q4 2025 |
| SYK | $855K | 0.58% | 0.00% | New | Q4 2025 |
| CTAS | $842K | 0.57% | 0.00% | New | Q4 2025 |
| ROP | $819K | 0.55% | 0.00% | New | Q4 2025 |