Tower View Investment Management & Research LLC has filed its 13F form on July 26, 2024 for Q2 2024 where it was disclosed a total value porftolio of $165 Million distributed in 183 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Eli Lilly & CO with a value of $9.12M, Taiwan Semiconductor Manufacturing CO LTD with a value of $8M, Microsoft Corp with a value of $7.86M, Nvidia Corp with a value of $6.67M, and Marsh & Mclennan Companies, Inc. with a value of $6.47M.
Examining the 13F form we can see an increase of $3.73M in the current position value, from $161M to 165M.
Below you can find more details about Tower View Investment Management & Research LLC portfolio as well as his latest detailed transactions.
Portfolio value
$165 Million
Technology: $43.9 Million
ETFs: $28.2 Million
Healthcare: $25.5 Million
Industrials: $17.9 Million
Consumer Cyclical: $16.4 Million
Financial Services: $12 Million
Consumer Defensive: $11.1 Million
Communication Services: $8.55 Million
Other: $1.65 Million
Stock Holdings Table Market Cap. of $200 Billions or more
