Tower View Investment Management & Research LLC Portfolio Holdings

Tower View Investment Management & Research LLC

  • $185 Million
  • Q3 2025

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 $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$256M
$25,000 0.01% of portfolio
5,566
Q3 2022 New

Summary

  • Portfolio
  • No. of Stocks 174
  • Current Value $185 Million
  • Prior Value $184 Million
  • Filing
  • Period Q3 2025
  • Filing Date October 16, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 8 stocks
  • Additional Purchases 65 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 39 stocks
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