Tower View Investment Management & Research LLC has filed its 13F form on February 05, 2025 for Q4 2024 where it was disclosed a total value porftolio of $182 Million distributed in 196 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 $9.02M, Eli Lilly & CO with a value of $7.81M, Microsoft Corp with a value of $7.51M, Nvidia Corp with a value of $7.17M, and Marsh & Mclennan Companies, Inc. with a value of $6.61M.
Examining the 13F form we can see an increase of $8.94M in the current position value, from $173M to 182M.
Below you can find more details about Tower View Investment Management & Research LLC portfolio as well as his latest detailed transactions.
Portfolio value
$182 Million
Technology: $45.1 Million
ETFs: $33.4 Million
Industrials: $26.9 Million
Consumer Cyclical: $20.5 Million
Healthcare: $17.7 Million
Financial Services: $16.7 Million
Consumer Defensive: $10.7 Million
Communication Services: $9.02 Million
Other: $1.66 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions