Tower View Investment Management & Research LLC Portfolio Holdings

Tower View Investment Management & Research LLC

  • $173 Million
  • Q3 2024

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 $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$214M
$13,000 0.01% of portfolio
5,566
Q3 2022 New

Summary

  • Portfolio
  • No. of Stocks 195
  • Current Value $173 Million
  • Prior Value $165 Million
  • Filing
  • Period Q3 2024
  • Filing Date October 24, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 15 stocks
  • Additional Purchases 71 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 23 stocks
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