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 Market Cap. of $10 Billions to $200 Billions
