Tower View Investment Management & Research LLC has filed its 13F form on October 24, 2024 for Q3 2024 where it was disclosed a total value porftolio of $173 Million distributed in 195 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Eli Lilly & CO with a value of $8.9M, Taiwan Semiconductor Manufacturing CO LTD with a value of $7.93M, Microsoft Corp with a value of $7.61M, Marsh & Mclennan Companies, Inc. with a value of $6.88M, and Nvidia Corp with a value of $6.55M.
Examining the 13F form we can see an increase of $7.77M in the current position value, from $165M to 173M.
Below you can find more details about Tower View Investment Management & Research LLC portfolio as well as his latest detailed transactions.
Portfolio value
$173 Million
Technology: $44 Million
ETFs: $30.6 Million
Industrials: $25.2 Million
Healthcare: $20.8 Million
Consumer Cyclical: $18.7 Million
Financial Services: $12.8 Million
Consumer Defensive: $11.1 Million
Communication Services: $7.87 Million
Other: $1.77 Million
Stock Holdings Table Market Cap. of $200 Billions or more