Tower View Investment Management & Research LLC Portfolio Holdings by Sector
Tower View Investment Management & Research LLC
- $185 Million
- Q3 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
ETFs | ETFs
SPLG VUG SPY VIG VBK VOT VGT VOO 52 stocks |
$37,993
20.54% of portfolio
|
17
|
11
|
1
|
- |
0
Calls
0
Puts
|
|
Semiconductors | Technology
TSM NVDA ADI TXN ON AVGO 6 stocks |
$24,240
13.1% of portfolio
|
1
|
4
|
1
|
- |
0
Calls
0
Puts
|
|
Internet Content & Information | Communication Services
GOOG GOOGL SPOT 3 stocks |
$15,080
8.15% of portfolio
|
2
|
1
|
- | - |
0
Calls
0
Puts
|
|
Software—Infrastructure | Technology
MSFT ORCL AFRM MDB SQ 5 stocks |
$9,759
5.28% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Drug Manufacturers—General | Healthcare
LLY JNJ ABBV BMY MRK PFE AMGN BIIB 8 stocks |
$8,510
4.6% of portfolio
|
5
|
2
|
- | - |
0
Calls
0
Puts
|
|
Scientific & Technical Instruments | Technology
GRMN BMI 2 stocks |
$8,205
4.44% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Credit Services | Financial Services
V MA 2 stocks |
$6,933
3.75% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Home Improvement Retail | Consumer Cyclical
HD LOW 2 stocks |
$6,612
3.57% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Internet Retail | Consumer Cyclical
AMZN MELI ETSY 3 stocks |
$6,604
3.57% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Engineering & Construction | Industrials
PWR 1 stocks |
$6,602
3.57% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Discount Stores | Consumer Defensive
COST WMT 2 stocks |
$6,438
3.48% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Insurance Brokers | Financial Services
MMC 1 stocks |
$6,258
3.38% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Semiconductor Equipment & Materials | Technology
NVMI KLAC 2 stocks |
$6,258
3.38% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Tobacco | Consumer Defensive
PM MO 2 stocks |
$5,871
3.17% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Specialty Industrial Machinery | Industrials
PH ITW 2 stocks |
$4,345
2.35% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Building Products & Equipment | Industrials
CARR 1 stocks |
$3,688
1.99% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Restaurants | Consumer Cyclical
MCD CMG 2 stocks |
$3,642
1.97% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Banks—Regional | Financial Services
HDB 1 stocks |
$3,026
1.64% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Medical Instruments & Supplies | Healthcare
ISRG 1 stocks |
$2,601
1.41% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Electronic Components | Technology
APH 1 stocks |
$2,086
1.13% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Entertainment | Communication Services
NFLX DIS WBD 3 stocks |
$1,841
1.0% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Railroads | Industrials
UNP 1 stocks |
$1,770
0.96% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Beverages—Non-Alcoholic | Consumer Defensive
PEP KDP 2 stocks |
$1,135
0.61% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
$934
0.5% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
|
Asset Management | Financial Services
KKR CG BX 3 stocks |
$448
0.24% of portfolio
|
3
|
- | - | - |
0
Calls
0
Puts
|
|
Utilities—Diversified | Utilities
MGEE 1 stocks |
$438
0.24% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Packaged Foods | Consumer Defensive
MKC 1 stocks |
$398
0.22% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
REIT—Retail | Real Estate
BRX 1 stocks |
$360
0.19% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Utilities—Regulated Electric | Utilities
NEE PEG XEL ETR SO EXC 6 stocks |
$346
0.19% of portfolio
|
3
|
2
|
- | - |
0
Calls
0
Puts
|
|
Oil & Gas Integrated | Energy
XOM CVX 2 stocks |
$287
0.16% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Capital Markets | Financial Services
SCHW GS 2 stocks |
$260
0.14% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Staffing & Employment Services | Industrials
ADP PAYX 2 stocks |
$252
0.14% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Medical Devices | Healthcare
SYK ZBH 2 stocks |
$209
0.11% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$173
0.09% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
REIT—Specialty | Real Estate
IRM 1 stocks |
$171
0.09% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
$133
0.07% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
|
Farm & Heavy Construction Machinery | Industrials
CAT 1 stocks |
$126
0.07% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Auto Manufacturers | Consumer Cyclical
TSLA F 2 stocks |
$114
0.06% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Diagnostics & Research | Healthcare
TMO DHR 2 stocks |
$104
0.06% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Industrial Distribution | Industrials
GWW 1 stocks |
$101
0.05% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Banks—Diversified | Financial Services
JPM 1 stocks |
$88
0.05% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Oil & Gas Refining & Marketing | Energy
PSX 1 stocks |
$76
0.04% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Biotechnology | Healthcare
UTHR DRTS 2 stocks |
$56
0.03% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Software—Application | Technology
CALX CRM NOW SHOP TYL 5 stocks |
$55
0.03% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Utilities—Regulated Water | Utilities
WTRG 1 stocks |
$53
0.03% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Confectioners | Consumer Defensive
MDLZ 1 stocks |
$46
0.02% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Oil & Gas E&P | Energy
COP 1 stocks |
$45
0.02% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Telecom Services | Communication Services
T CMCSA 2 stocks |
$42
0.02% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Communication Equipment | Technology
CSCO 1 stocks |
$37
0.02% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Waste Management | Industrials
WM 1 stocks |
$25
0.01% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Computer Hardware | Technology
PSTG IONQ QBTS RGTI 4 stocks |
$17
0.01% of portfolio
|
3
|
1
|
3
|
- |
0
Calls
0
Puts
|
|
Lumber & Wood Production | Basic Materials
SSD 1 stocks |
$17
0.01% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Consulting Services | Industrials
VRSK 1 stocks |
$11
0.01% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Utilities—Renewable | Utilities
CEG 1 stocks |
$11
0.01% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Travel Services | Consumer Cyclical
BKNG 1 stocks |
$10
0.01% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Specialty Retail | Consumer Cyclical
ORLY 1 stocks |
$8
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Healthcare Plans | Healthcare
CI 1 stocks |
$6
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Oil & Gas Midstream | Energy
WMB 1 stocks |
$6
0.0% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Airports & Air Services | Industrials
JOBY 1 stocks |
$4
0.0% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Medical Distribution | Healthcare
CAH 1 stocks |
$3
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Auto & Truck Dealerships | Consumer Cyclical
CPRT 1 stocks |
$3
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Aerospace & Defense | Industrials
ACHR 1 stocks |
$3
0.0% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Footwear & Accessories | Consumer Cyclical
NKE 1 stocks |
$2
0.0% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Drug Manufacturers—Specialty & Generic | Healthcare
CRON 1 stocks |
$0
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|