Tower View Investment Management & Research LLC Portfolio Holdings

Tower View Investment Management & Research LLC

  • $184 Million
  • Q2 2025

Tower View Investment Management & Research LLC has filed its 13F form on July 21, 2025 for Q2 2025 where it was disclosed a total value porftolio of $184 Million distributed in 194 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 $9.76M, Microsoft Corp with a value of $9.1M, Nvidia Corp with a value of $8.3M, Eli Lilly & CO with a value of $7.87M, and Spdr Portfolio S&P 500 ETF (Ma with a value of $7.73M.

Examining the 13F form we can see an increase of $18.6M in the current position value, from $166M to 184M. Also it can be appreciated an additional of 19 stocks purchases and 1 closed positions.

Below you can find more details about Tower View Investment Management & Research LLC portfolio as well as his latest detailed transactions.

Portfolio value $184 Million
Technology: $50.5 Million
ETFs: $35.7 Million
Financial Services: $17.6 Million
Consumer Cyclical: $17.4 Million
Industrials: $17.2 Million
Consumer Defensive: $16.2 Million
Healthcare: $14.7 Million
Communication Services: $12.4 Million
Other: $2.73 Million

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$226M
$17,000 0.01% of portfolio
5,566
Q3 2022 New

Summary

  • Portfolio
  • No. of Stocks 194
  • Current Value $184 Million
  • Prior Value $166 Million
  • Filing
  • Period Q2 2025
  • Filing Date July 21, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 19 stocks
  • Additional Purchases 83 stocks
  • Sold out of 1 stocks
  • Reduced holdings in 37 stocks
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