Tower View Investment Management & Research LLC Portfolio Holdings

Tower View Investment Management & Research LLC

  • $184 Million
  • Q2 2025

Tower View Investment Management & Research LLC has filed its 13F form on July 21, 2025 for Q2 2025 where it was disclosed a total value porftolio of $184 Million distributed in 194 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Taiwan Semiconductor Manufacturing CO LTD with a value of $9.76M, Microsoft Corp with a value of $9.1M, Nvidia Corp with a value of $8.3M, Eli Lilly & CO with a value of $7.87M, and Spdr Portfolio S&P 500 ETF (Ma with a value of $7.73M.

Examining the 13F form we can see an increase of $18.6M in the current position value, from $166M to 184M. Also it can be appreciated an additional of 19 stocks purchases and 1 closed positions.

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

Portfolio value $184 Million
Technology: $50.5 Million
ETFs: $35.7 Million
Financial Services: $17.6 Million
Consumer Cyclical: $17.4 Million
Industrials: $17.2 Million
Consumer Defensive: $16.2 Million
Healthcare: $14.7 Million
Communication Services: $12.4 Million
Other: $2.73 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$1.21T
$9.76 Million 5.29% of portfolio
43,089
Q2 2025 Reduced 1.71%
$3.93T
$9.1 Million 4.94% of portfolio
18,304
Q2 2025 Added 2.74%
$444B
$8.3 Million 4.5% of portfolio
52,549
Q2 2025 Reduced 0.06%
$728B
$7.87 Million 4.27% of portfolio
10,098
Q2 2025 Added 0.42%
$0
$7.73 Million 4.19% of portfolio
106,348
Q2 2025 Added 6.83%
$0
$6.9 Million 3.74% of portfolio
15,750
Q2 2025 Reduced 12.05%
$552B
$6.78 Million 3.68% of portfolio
19,108
Q2 2025 Added 4.59%
$99.5B
$6.71 Million 3.64% of portfolio
30,708
Q2 2025 Added 0.27%
$418B
$6.67 Million 3.62% of portfolio
6,736
Q2 2025 Reduced 0.87%
$2.18T
$6.6 Million 3.58% of portfolio
30,083
Q2 2025 Added 5.34%
$254B
$6.4 Million 3.47% of portfolio
35,159
Q2 2025 Added 34.19%
$55.7B
$6.01 Million 3.26% of portfolio
15,893
Q2 2025 Reduced 3.75%
$395B
$5.94 Million 3.22% of portfolio
16,196
Q2 2025 Added 4.32%
$7.53B
$5.34 Million 2.89% of portfolio
19,394
Q2 2025 Added 0.23%
$0
$5.03 Million 2.73% of portfolio
8,143
Q2 2025 Reduced 1.02%
$1.19T
$4.9 Million 2.66% of portfolio
27,644
Q2 2025 Added 6.87%
$43.7B
$4.55 Million 2.47% of portfolio
21,803
Q2 2025 Added 13.01%
$55.5B
$4.37 Million 2.37% of portfolio
59,730
Q2 2025 Added 0.22%
$91.8B
$3.9 Million 2.12% of portfolio
5,588
Q2 2025 Added 2.05%
$125B
$3.79 Million 2.06% of portfolio
4,945
Q2 2025 Added 50.08%
$5.39B
$3.61 Million 1.96% of portfolio
14,746
Q2 2025 Added 0.5%
$0
$3.56 Million 1.93% of portfolio
19,545
Q2 2025 Added 0.07%
$0
$3.55 Million 1.92% of portfolio
12,810
Q2 2025 Reduced 11.93%
$1.16T
$3.49 Million 1.89% of portfolio
19,827
Q2 2025 Reduced 0.13%
$220B
$3.44 Million 1.87% of portfolio
11,791
Q2 2025 Added 1.95%
$169B
$3.06 Million 1.66% of portfolio
5,624
Q2 2025 Reduced 0.07%
$0
$2.68 Million 1.45% of portfolio
9,409
Q2 2025 New
$141B
$2.51 Million 1.36% of portfolio
32,771
Q2 2025 New
$96.3B
$2.31 Million 1.25% of portfolio
5,193
Q2 2025 Added 1.23%
$0
$2.26 Million 1.23% of portfolio
3,413
Q2 2025 Reduced 8.52%
$114B
$2.18 Million 1.18% of portfolio
9,178
Q2 2025 Reduced 2.24%
$2.59B
$2.09 Million 1.14% of portfolio
130,915
Q2 2025 Reduced 0.03%
$137B
$1.77 Million 0.96% of portfolio
7,684
Q2 2025 Reduced 5.3%
$192B
$1.23 Million 0.66% of portfolio
9,284
Q2 2025 Reduced 38.4%
$2.81B
$1.15 Million 0.62% of portfolio
11,148
Q2 2025 Added 1.06%
$357B
$1 Million 0.54% of portfolio
6,308
Q2 2025 Reduced 3.74%
$0
$715,000 0.39% of portfolio
1,263
Q2 2025 Reduced 82.01%
$0
$637,000 0.35% of portfolio
1,123
Q2 2025 Reduced 3.61%
$17.5B
$577,000 0.31% of portfolio
7,616
Q2 2025 Added 0.12%
$0
$538,000 0.29% of portfolio
4,043
Q2 2025 Reduced 2.44%
$3.06B
$456,000 0.25% of portfolio
5,157
Q2 2025 Added 1.8%
$0
$399,000 0.22% of portfolio
1,428
Q1 2025 Added 0.49%
$6.81B
$406,000 0.22% of portfolio
17,868
Q2 2025 Added 44.61%
$0
$403,000 0.22% of portfolio
1,841
Q2 2025 Reduced 0.81%
$540B
$390,000 0.21% of portfolio
695
Q2 2025 Added 0.87%
$149B
$339,000 0.18% of portfolio
1,456
Q2 2025 New
$3.05B
$298,000 0.16% of portfolio
4,130
Q2 2025 New
$97.8B
$288,000 0.16% of portfolio
1,307
Q2 2025 New
$140B
$297,000 0.16% of portfolio
4,283
Q2 2025 Added 1,313.53%

Summary

  • Portfolio
  • No. of Stocks 194
  • Current Value $184 Million
  • Prior Value $166 Million
  • Filing
  • Period Q2 2025
  • Filing Date July 21, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 19 stocks
  • Additional Purchases 83 stocks
  • Sold out of 1 stocks
  • Reduced holdings in 37 stocks
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