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 Market Cap. of $10 Billions to $200 Billions
