Tower View Investment Management & Research LLC Portfolio Holdings

Tower View Investment Management & Research LLC

  • $166 Million
  • Q1 2025

Tower View Investment Management & Research LLC has filed its 13F form on April 22, 2025 for Q1 2025 where it was disclosed a total value porftolio of $166 Million distributed in 186 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Eli Lilly & CO with a value of $8.31M, Marsh & Mclennan Companies, Inc. with a value of $7.47M, Taiwan Semiconductor Manufacturing CO LTD with a value of $7.28M, Microsoft Corp with a value of $6.69M, and Vanguard Growth ETF with a value of $6.64M.

Examining the 13F form we can see an decrease of $16M in the current position value, from $182M to 166M.

Below you can find more details about Tower View Investment Management & Research LLC portfolio as well as his latest detailed transactions.

Portfolio value $166 Million
Technology: $40.4 Million
ETFs: $34.1 Million
Financial Services: $19.2 Million
Consumer Cyclical: $16.1 Million
Industrials: $16.1 Million
Consumer Defensive: $14.9 Million
Healthcare: $14.5 Million
Communication Services: $9.13 Million
Other: $1.45 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$854B
$8.31 Million 5.01% of portfolio
10,056
Q1 2025 Reduced 0.58%
$112B
$7.47 Million 4.51% of portfolio
30,626
Q1 2025 Reduced 1.52%
$864B
$7.28 Million 4.39% of portfolio
43,840
Q1 2025 Reduced 3.97%
$2.95T
$6.69 Million 4.03% of portfolio
17,816
Q1 2025 Reduced 0.06%
$0
$6.64 Million 4.0% of portfolio
17,907
Q1 2025 Added 13.02%
$0
$6.55 Million 3.95% of portfolio
99,548
Q1 2025 Added 66.88%
$440B
$6.43 Million 3.87% of portfolio
6,795
Q1 2025 Reduced 1.72%
$565B
$6.4 Million 3.86% of portfolio
18,270
Q1 2025 Reduced 1.14%
$271B
$5.7 Million 3.44% of portfolio
52,582
Q1 2025 Reduced 1.5%
$369B
$5.69 Million 3.43% of portfolio
15,525
Q1 2025 Reduced 0.91%
$1.88T
$5.43 Million 3.28% of portfolio
28,557
Q1 2025 Reduced 0.74%
$0
$4.6 Million 2.77% of portfolio
8,227
Q1 2025 Reduced 1.09%
$187B
$4.53 Million 2.73% of portfolio
8,297
Q1 2025 Added 39.56%
$35.8B
$4.19 Million 2.53% of portfolio
19,293
Q1 2025 Added 18.52%
$41.9B
$4.2 Million 2.53% of portfolio
16,513
Q1 2025 Reduced 1.37%
$266B
$4.16 Million 2.51% of portfolio
26,201
Q1 2025 Added 5,017.38%
$265B
$3.88 Million 2.34% of portfolio
5,858
Q1 2025 Reduced 2.24%
$52.3B
$3.78 Million 2.28% of portfolio
59,601
Q1 2025 Reduced 1.74%
$0
$3.74 Million 2.26% of portfolio
7,019
Q1 2025 Added 27.2%
$0
$3.66 Million 2.21% of portfolio
14,546
Q1 2025 Reduced 2.79%
$235B
$3.61 Million 2.18% of portfolio
11,565
Q1 2025 Reduced 0.74%
$5.61B
$3.57 Million 2.15% of portfolio
19,350
Q1 2025 Reduced 1.52%
$0
$3.56 Million 2.14% of portfolio
19,531
Q1 2025 Added 0.25%
$77.7B
$3.33 Million 2.01% of portfolio
5,476
Q1 2025 Added 0.66%
$957B
$3.07 Million 1.85% of portfolio
19,853
Q1 2025 Reduced 1.01%
$6.46B
$2.79 Million 1.68% of portfolio
14,673
Q1 2025 Reduced 1.56%
$182B
$2.79 Million 1.68% of portfolio
5,628
Q1 2025 Reduced 1.4%
$26.1B
$2.62 Million 1.58% of portfolio
25,666
Q1 2025 Added 37.25%
$3.75B
$2.54 Million 1.53% of portfolio
130,955
Q1 2025 Reduced 1.02%
$131B
$2.49 Million 1.5% of portfolio
5,130
Q1 2025 Reduced 0.04%
$187B
$2.26 Million 1.36% of portfolio
15,072
Q1 2025 Reduced 1.28%
$0
$2.02 Million 1.22% of portfolio
3,731
Q1 2025 Reduced 0.72%
$133B
$1.92 Million 1.16% of portfolio
8,114
Q1 2025 Reduced 52.77%
$100B
$1.89 Million 1.14% of portfolio
9,388
Q1 2025 Reduced 14.31%
$119B
$1.81 Million 1.09% of portfolio
3,295
Q1 2025 New
$160B
$1.78 Million 1.07% of portfolio
24,408
Q1 2025 Added 1.83%
$2.94B
$1.23 Million 0.74% of portfolio
11,031
Q1 2025 New
$385B
$1.12 Million 0.67% of portfolio
6,553
Q1 2025 Reduced 2.76%
$19.2B
$626,000 0.38% of portfolio
7,607
Q1 2025 Reduced 6.82%
$0
$598,000 0.36% of portfolio
1,165
Q1 2025 Reduced 3.4%
$0
$534,000 0.32% of portfolio
4,144
Q1 2025 Reduced 1.33%
$3.27B
$470,000 0.28% of portfolio
5,066
Q1 2025 Reduced 3.12%
$0
$406,000 0.24% of portfolio
1,856
Q1 2025 Reduced 1.69%
$523B
$377,000 0.23% of portfolio
689
Q1 2025 Reduced 1.29%
$0
$369,000 0.22% of portfolio
1,428
Q1 2025 Added 0.49%
$6.81B
$280,000 0.17% of portfolio
12,356
Q1 2025 New
$345B
$211,000 0.13% of portfolio
1,009
Q1 2025 Reduced 0.79%
$141B
$198,000 0.12% of portfolio
533
Q1 2025 Added 0.38%
$98.3B
$189,000 0.11% of portfolio
1,638
Q1 2025 Added 0.12%

Summary

  • Portfolio
  • No. of Stocks 186
  • Current Value $166 Million
  • Prior Value $182 Million
  • Filing
  • Period Q1 2025
  • Filing Date April 22, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 20 stocks
  • Additional Purchases 59 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 54 stocks
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