Tower View Investment Management & Research LLC Portfolio Holdings

Tower View Investment Management & Research LLC

  • $182 Million
  • Q4 2024

Tower View Investment Management & Research LLC has filed its 13F form on February 05, 2025 for Q4 2024 where it was disclosed a total value porftolio of $182 Million distributed in 196 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 $9.02M, Eli Lilly & CO with a value of $7.81M, Microsoft Corp with a value of $7.51M, Nvidia Corp with a value of $7.17M, and Marsh & Mclennan Companies, Inc. with a value of $6.61M.

Examining the 13F form we can see an increase of $8.94M in the current position value, from $173M to 182M.

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

Portfolio value $182 Million
Technology: $45.1 Million
ETFs: $33.4 Million
Industrials: $26.9 Million
Consumer Cyclical: $20.5 Million
Healthcare: $17.7 Million
Financial Services: $16.7 Million
Consumer Defensive: $10.7 Million
Communication Services: $9.02 Million
Other: $1.66 Million

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$7.68B
$3.87 Million 2.13% of portfolio
19,649
Q4 2024 Added 1.1%
$6.15B
$3.16 Million 1.74% of portfolio
14,905
Q4 2024 Added 0.22%
$3.63B
$2.91 Million 1.6% of portfolio
132,307
Q4 2024 Added 1.27%
$3.87B
$2.69 Million 1.48% of portfolio
17,476
Q4 2024 Added 20.8%
$3.33B
$491,000 0.27% of portfolio
5,229
Q4 2024 Added 0.69%
$9.59B
$72,000 0.04% of portfolio
1,992
Q4 2024 Added 0.81%
$7.29B
$16,000 0.01% of portfolio
102
Q4 2024 Reduced 50.24%
$2.51B
$23,000 0.01% of portfolio
521
Q4 2024 Added 0.58%
$2.53B
$13,000 0.01% of portfolio
400
Q3 2022 New
$8.52B
$2,000 0.0% of portfolio
109
Q4 2022 New
$3.2B
$6,000 0.0% of portfolio
50
Q2 2023 New
$6.34B
$3,000 0.0% of portfolio
15
Q1 2024 Reduced 28.57%
$4.83B
$1,000 0.0% of portfolio
18
Q4 2024 Reduced 50.0%
$5.13B
$0 0.0% of portfolio
100
Q4 2021 New
$6.49B
$3,000 0.0% of portfolio
65
Q3 2022 New

Summary

  • Portfolio
  • No. of Stocks 196
  • Current Value $182 Million
  • Prior Value $173 Million
  • Filing
  • Period Q4 2024
  • Filing Date February 05, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 22 stocks
  • Additional Purchases 89 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 34 stocks
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