Tower View Investment Management & Research LLC Portfolio Holdings

Tower View Investment Management & Research LLC

  • $185 Million
  • Q3 2025

Tower View Investment Management & Research LLC has filed its 13F form on October 16, 2025 for Q3 2025 where it was disclosed a total value porftolio of $185 Million distributed in 174 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 $12M, Nvidia Corp with a value of $9.77M, Microsoft Corp with a value of $9.5M, Spdr Portfolio S&P 500 ETF (Ma with a value of $8.73M, and Eli Lilly & CO with a value of $7.79M.

Examining the 13F form we can see an increase of $563K in the current position value, from $184M to 185M.

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

Portfolio value $185 Million
Technology: $50.7 Million
ETFs: $38.2 Million
Financial Services: $17.1 Million
Consumer Cyclical: $17 Million
Communication Services: $17 Million
Industrials: $16.9 Million
Consumer Defensive: $14.8 Million
Healthcare: $11.5 Million
Other: $1.81 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$1.46T
$12 Million 6.47% of portfolio
42,837
Q3 2025 Reduced 0.58%
$465B
$9.77 Million 5.28% of portfolio
52,370
Q3 2025 Reduced 0.34%
$3.78T
$9.5 Million 5.13% of portfolio
18,337
Q3 2025 Added 0.18%
$0
$8.73 Million 4.72% of portfolio
111,498
Q3 2025 Added 4.84%
$971B
$7.79 Million 4.21% of portfolio
10,210
Q3 2025 Added 1.11%
$0
$7.68 Million 4.15% of portfolio
16,008
Q3 2025 Added 1.64%
$1.74T
$6.73 Million 3.64% of portfolio
27,642
Q3 2025 Reduced 0.01%
$61.4B
$6.6 Million 3.57% of portfolio
15,933
Q3 2025 Added 0.25%
$367B
$6.61 Million 3.57% of portfolio
16,312
Q3 2025 Added 0.72%
$2.39T
$6.59 Million 3.56% of portfolio
30,010
Q3 2025 Reduced 0.24%
$533B
$6.53 Million 3.53% of portfolio
19,139
Q3 2025 Added 0.16%
$404B
$6.31 Million 3.41% of portfolio
6,818
Q3 2025 Added 1.22%
$8.3B
$6.25 Million 3.38% of portfolio
19,557
Q3 2025 Added 0.84%
$89.7B
$6.26 Million 3.38% of portfolio
31,053
Q3 2025 Added 1.12%
$237B
$5.8 Million 3.14% of portfolio
35,780
Q3 2025 Added 1.77%
$37.2B
$5.44 Million 2.94% of portfolio
22,075
Q3 2025 Added 1.25%
$1.65T
$4.83 Million 2.61% of portfolio
19,872
Q3 2025 Added 0.23%
$107B
$4.29 Million 2.32% of portfolio
5,655
Q3 2025 Added 1.2%
$45.2B
$3.69 Million 1.99% of portfolio
61,780
Q3 2025 Added 3.43%
$224B
$3.62 Million 1.96% of portfolio
11,924
Q3 2025 Added 1.13%
$0
$3.6 Million 1.95% of portfolio
19,768
Q3 2025 Added 1.14%
$123B
$3.52 Million 1.9% of portfolio
5,041
Q3 2025 Added 1.94%
$0
$3.26 Million 1.76% of portfolio
10,951
Q3 2025 Reduced 14.51%
$0
$3.12 Million 1.69% of portfolio
10,630
Q3 2025 Added 12.98%
$68.4B
$3.03 Million 1.64% of portfolio
88,600
Q3 2025 Added 170.36%
$5.15B
$2.77 Million 1.5% of portfolio
15,514
Q3 2025 Added 5.21%
$193B
$2.6 Million 1.41% of portfolio
5,816
Q3 2025 Added 3.41%
$0
$2.59 Million 1.4% of portfolio
3,466
Q3 2025 Added 1.55%
$118B
$2.24 Million 1.21% of portfolio
9,108
Q3 2025 Reduced 0.76%
$79.6B
$2.09 Million 1.13% of portfolio
16,858
Q3 2025 Added 18,223.91%
$136B
$1.77 Million 0.96% of portfolio
7,490
Q3 2025 Reduced 2.52%
$49.1B
$1.66 Million 0.9% of portfolio
1,382
Q3 2025 Added 6,181.82%
$204B
$1.13 Million 0.61% of portfolio
8,027
Q3 2025 Reduced 13.54%
$346B
$934,000 0.5% of portfolio
6,084
Q3 2025 Reduced 3.55%
$0
$686,000 0.37% of portfolio
1,121
Q3 2025 Reduced 0.18%
$0
$594,000 0.32% of portfolio
997
Q3 2025 Reduced 21.06%
$0
$541,000 0.29% of portfolio
3,844
Q3 2025 Reduced 4.92%
$3.03B
$438,000 0.24% of portfolio
5,215
Q3 2025 Added 1.12%
$512B
$400,000 0.22% of portfolio
704
Q3 2025 Added 1.29%
$16.4B
$398,000 0.22% of portfolio
5,963
Q3 2025 Reduced 21.7%
$0
$414,000 0.22% of portfolio
1,411
Q3 2025 Reduced 1.19%
$0
$380,000 0.21% of portfolio
1,779
Q3 2025 Reduced 3.37%
$6.81B
$360,000 0.19% of portfolio
15,868
Q3 2025 Reduced 11.19%
$490B
$276,000 0.15% of portfolio
2,453
Q3 2025 Reduced 7.22%
$593B
$251,000 0.14% of portfolio
896
Q2 2025 New
$522B
$235,000 0.13% of portfolio
1,270
Q3 2025 Reduced 23.54%
$104B
$248,000 0.13% of portfolio
848
Q2 2025 New
$103B
$213,000 0.12% of portfolio
1,643
Q3 2025 Added 0.18%
$136B
$197,000 0.11% of portfolio
535
Q3 2025 Added 0.19%

Summary

  • Portfolio
  • No. of Stocks 174
  • Current Value $185 Million
  • Prior Value $184 Million
  • Filing
  • Period Q3 2025
  • Filing Date October 16, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 8 stocks
  • Additional Purchases 65 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 39 stocks
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