Tower View Investment Management & Research LLC Purchases in Q2 2025

Tower View Investment Management & Research LLC

  • $184 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
VOT
Vanguard Mid Cap Growth Index

ETFs
9.41K
New
$216.28 - $284.39 $2.03M - $2.68M
9.41K $2.68M
HDB
Hdfc Bank LTD

Financial Services
32.8K
New
$63.78 - $77.48 $2.09M - $2.54M
32.8K $2.51M
MSFT
Microsoft Corp

Technology
488
+ 2.74%
$354.56 - $497.45 $173K - $243K
18.3K $9.1M
PM
Philip Morris International Inc.

Consumer Defensive
8.96K
+ 34.19%
$149.23 - $184.95 $1.34M - $1.66M
35.2K $6.4M
SPOT
Spotify Technology S.A.

Communication Services
1.65K
+ 50.08%
$503.3 - $775.9 $830K - $1.28M
4.95K $3.79M
NVMI
Nova Ltd.

Technology
44
+ 0.23%
$162.03 - $275.2 $7.13K - $12.1K
19.4K $5.34M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
6.8K
+ 6.83%
$58.41 - $72.69 $397K - $494K
106K $7.73M
AMZN
Amazon Com Inc

Consumer Cyclical
1.53K
+ 5.34%
$167.32 - $223.3 $255K - $341K
30.1K $6.6M
ASML
Asml Holding Nv

Technology
203
+ 3.47%
$595.37 - $815.24 $121K - $165K
6.06K $4.86M
GOOG
Alphabet Inc.

Communication Services
1.78K
+ 6.87%
$146.58 - $180.01 $260K - $320K
27.6K $4.9M
CARR
Carrier Global Corp

Industrials
129
+ 0.22%
$55.55 - $75.83 $7.17K - $9.78K
59.7K $4.37M
PH
Parker Hannifin Corp

Industrials
112
+ 2.05%
$517.23 - $700.54 $57.9K - $78.5K
5.59K $3.9M
V
Visa Inc.

Financial Services
838
+ 4.59%
$308.27 - $373.31 $258K - $313K
19.1K $6.78M
GRMN
Garmin LTD

Technology
2.51K
+ 13.01%
$173.63 - $218.07 $436K - $547K
21.8K $4.55M
HON
Honeywell International Inc

Industrials
1.46K
New
$182.86 - $232.88 $266K - $339K
1.46K $339K
RLI
Rli Corp

Financial Services
4.13K
New
$71.27 - $80.82 $294K - $334K
4.13K $298K
AMT
American Tower Corp

Real Estate
1.31K
New
$203.96 - $228.19 $267K - $298K
1.31K $288K
NEE
Nextera Energy Inc

Utilities
3.98K
+ 1313.53%
$64.11 - $75.0 $255K - $299K
4.28K $297K
ADP
Automatic Data Processing Inc

Industrials
848
New
$276.76 - $326.81 $235K - $277K
848 $261K
TXN
Texas Instruments Inc

Technology
1.32K
New
N/A
1.32K $256K
HD
Home Depot, Inc.

Consumer Cyclical
671
+ 4.32%
$335.24 - $380.78 $225K - $256K
16.2K $5.94M
JNJ
Johnson & Johnson

Healthcare
1.43K
+ 625.33%
$146.36 - $159.82 $210K - $229K
1.66K $253K
SCHW
Schwab Charles Corp

Financial Services
2.32K
New
$69.06 - $91.24 $160K - $212K
2.32K $211K
ORCL
Oracle Corp

Technology
896
New
$122.82 - $218.63 $110K - $196K
896 $195K
DHR
Danaher Corp

Healthcare
972
+ 428.19%
$174.64 - $205.16 $170K - $199K
1.2K $236K
XOM
Exxon Mobil Corp

Energy
1.6K
+ 152.77%
$99.93 - $119.04 $160K - $190K
2.64K $285K
CVX
Chevron Corp

Energy
1.12K
+ 1559.72%
$133.73 - $168.51 $150K - $189K
1.2K $171K
FCX
Freeport Mcmoran Inc

Basic Materials
3.28K
New
$29.15 - $44.46 $95.6K - $146K
3.28K $142K
CME
Cme Group Inc.

Financial Services
494
New
$252.37 - $290.71 $125K - $144K
494 $136K
ITW
Illinois Tool Works Inc

Industrials
543
+ 246.82%
$218.41 - $252.43 $119K - $137K
763 $188K
BRX
Brixmor Property Group Inc.

Real Estate
5.51K
+ 44.61%
N/A
17.9K $406K
COP
Conocophillips

Energy
1.42K
+ 298.11%
$82.66 - $106.1 $117K - $151K
1.9K $170K
GWW
W.W. Grainger, Inc.

Industrials
106
New
$919.93 - $1101.66 $97.5K - $117K
106 $110K
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
208
New
$483.07 - $625.6 $100K - $130K
208 $109K
CAT
Caterpillar Inc

Industrials
265
New
$273.94 - $388.21 $72.6K - $103K
265 $102K
HUM
Humana Inc

Healthcare
358
New
$224.93 - $295.04 $80.5K - $106K
358 $87K
NKE
Nike, Inc.

Consumer Cyclical
1.19K
+ 806.08%
$53.27 - $72.04 $63.6K - $85.9K
1.34K $95K
ACN
Accenture PLC

Technology
187
New
$279.23 - $323.21 $52.2K - $60.4K
187 $55K
IRM
Iron Mountain Inc

Real Estate
16
+ 0.97%
$76.93 - $105.25 $1.23K - $1.68K
1.67K $171K
KKR
Kkr & Co. Inc.

Financial Services
2
+ 0.12%
$92.79 - $134.29 $186 - $269
1.64K $218K
CG
Carlyle Group Inc.

Financial Services
17
+ 0.77%
$34.78 - $51.4 $591 - $874
2.23K $114K
WMT
Walmart Inc.

Consumer Defensive
7
+ 0.51%
$81.79 - $99.98 $573 - $700
1.39K $135K
MA
Mastercard Inc

Financial Services
6
+ 0.87%
$479.92 - $590.74 $2.88K - $3.54K
695 $390K
SYK
Stryker Corp

Healthcare
1
+ 0.19%
$337.37 - $395.63 $337 - $396
534 $211K
JPM
Jpmorgan Chase & CO

Financial Services
2
+ 0.72%
$210.28 - $289.91 $421 - $580
279 $80K
AVGO
Broadcom Inc.

Technology
1
+ 1.25%
$146.29 - $275.65 $146 - $276
81 $22K
XLK
Technology Sector Spdr

ETFs
1
+ 0.71%
$179.73 - $253.23 $180 - $253
141 $35K
BX
Blackstone Inc.

Financial Services
3
+ 0.54%
$120.07 - $151.11 $360 - $453
556 $83K
SCHX
Schwab Strategic Tr Us Large C

ETFs
171
+ 129.55%
$19.6 - $24.44 $3.35K - $4.18K
303 $7K
Activity Summary
Buys All Purchases 102 New Holdings 19 Increased Positions 83 Sells All Sells 38 Reductions 37 Sold out 1 Options Calls 0 Puts 0
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