Tower View Investment Management & Research LLC Portfolio Holdings

Tower View Investment Management & Research LLC

  • $190 Million
  • Q4 2025

Tower View Investment Management & Research LLC has filed its 13F form on January 23, 2026 for Q4 2025 where it was disclosed a total value porftolio of $190 Million distributed in 176 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 $10.8M, Eli Lilly & CO with a value of $10.4M, Nvidia Corp with a value of $9.66M, Spdr Portfolio S&P 500 ETF (Ma with a value of $9.39M, and Microsoft Corp with a value of $9.33M.

Examining the 13F form we can see an increase of $5.08M in the current position value, from $185M to 190M.

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

Portfolio value $190 Million
Technology: $52.4 Million
ETFs: $40.4 Million
Communication Services: $19.1 Million
Industrials: $17.8 Million
Healthcare: $15.6 Million
Financial Services: $15.1 Million
Consumer Cyclical: $14.2 Million
Consumer Defensive: $13.5 Million
Other: $1.91 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$1.46T
$10.8 Million 5.66% of portfolio
38,140
Q4 2025 Reduced 10.96%
$971B
$10.4 Million 5.49% of portfolio
10,212
Q4 2025 Added 0.02%
$465B
$9.66 Million 5.08% of portfolio
51,759
Q4 2025 Reduced 1.17%
$0
$9.39 Million 4.94% of portfolio
118,769
Q4 2025 Added 6.52%
$3.78T
$9.33 Million 4.91% of portfolio
18,389
Q4 2025 Added 0.28%
$0
$8.55 Million 4.5% of portfolio
17,692
Q4 2025 Added 10.52%
$1.74T
$7.37 Million 3.88% of portfolio
25,793
Q4 2025 Reduced 6.69%
$2.39T
$7.13 Million 3.75% of portfolio
30,377
Q4 2025 Added 1.22%
$404B
$6.26 Million 3.29% of portfolio
6,861
Q4 2025 Added 0.63%
$533B
$6.23 Million 3.28% of portfolio
19,140
Q4 2025 Added 0.01%
$61.4B
$5.95 Million 3.13% of portfolio
13,868
Q4 2025 Reduced 12.96%
$1.65T
$5.29 Million 2.78% of portfolio
19,138
Q4 2025 Reduced 3.69%
$0
$5.24 Million 2.76% of portfolio
7,876
Q4 2025 Reduced 1.38%
$8.3B
$5.05 Million 2.66% of portfolio
17,400
Q4 2025 Reduced 11.03%
$89.7B
$4.88 Million 2.57% of portfolio
26,989
Q4 2025 Reduced 13.09%
$107B
$4.76 Million 2.5% of portfolio
5,718
Q4 2025 Added 1.11%
$37.2B
$4.35 Million 2.29% of portfolio
22,402
Q4 2025 Added 1.48%
$224B
$3.71 Million 1.95% of portfolio
12,166
Q4 2025 Added 2.03%
$0
$3.55 Million 1.87% of portfolio
19,472
Q4 2025 Reduced 1.5%
$367B
$3.23 Million 1.7% of portfolio
9,024
Q4 2025 Reduced 44.68%
$123B
$3.24 Million 1.7% of portfolio
5,092
Q4 2025 Added 1.01%
$193B
$3.21 Million 1.69% of portfolio
5,873
Q4 2025 Added 0.98%
$140B
$2.98 Million 1.57% of portfolio
8,460
Q4 2025 New
$881B
$2.9 Million 1.53% of portfolio
9,659
Q4 2025 Added 3,349.64%
$0
$2.91 Million 1.53% of portfolio
10,416
Q4 2025 Reduced 2.01%
$0
$2.86 Million 1.5% of portfolio
9,803
Q4 2025 Reduced 10.48%
$139B
$2.85 Million 1.5% of portfolio
8,314
Q4 2025 Added 10,164.2%
$5.15B
$2.79 Million 1.47% of portfolio
15,887
Q4 2025 Added 2.4%
$0
$2.62 Million 1.38% of portfolio
3,460
Q4 2025 Reduced 0.17%
$45.2B
$2.42 Million 1.27% of portfolio
44,729
Q4 2025 Reduced 27.6%
$79.6B
$2.31 Million 1.22% of portfolio
17,286
Q4 2025 Added 2.54%
$118B
$2.06 Million 1.08% of portfolio
8,964
Q4 2025 Reduced 1.58%
$593B
$1.79 Million 0.94% of portfolio
8,128
Q4 2025 Added 807.14%
$49.1B
$1.78 Million 0.94% of portfolio
16,175
Q4 2025 Added 1,070.41%
$0
$1.42 Million 0.75% of portfolio
15,090
Q4 2025 New
$319B
$1.27 Million 0.67% of portfolio
16,342
Q4 2025 Added 2,865.88%
$136B
$1.23 Million 0.65% of portfolio
5,567
Q4 2025 Reduced 25.67%
$40.1B
$1.21 Million 0.64% of portfolio
10,464
Q4 2025 New
$414B
$1.15 Million 0.61% of portfolio
4,927
Q4 2025 Added 445.63%
$204B
$1.02 Million 0.54% of portfolio
6,884
Q4 2025 Reduced 14.24%
$279B
$941,000 0.5% of portfolio
9,141
Q4 2025 Added 635.99%
$0
$740,000 0.39% of portfolio
1,199
Q4 2025 Added 6.96%
$346B
$596,000 0.31% of portfolio
4,090
Q4 2025 Reduced 32.77%
$0
$558,000 0.29% of portfolio
953
Q4 2025 Reduced 4.41%
$0
$515,000 0.27% of portfolio
3,653
Q4 2025 Reduced 4.97%
$6.81B
$487,000 0.26% of portfolio
21,433
Q4 2025 Added 35.07%
$3.03B
$420,000 0.22% of portfolio
5,025
Q4 2025 Reduced 3.64%
$0
$408,000 0.21% of portfolio
1,422
Q4 2025 Added 0.78%
$512B
$388,000 0.2% of portfolio
724
Q4 2025 Added 2.84%

Summary

  • Portfolio
  • No. of Stocks 176
  • Current Value $190 Million
  • Prior Value $185 Million
  • Filing
  • Period Q4 2025
  • Filing Date January 23, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 14 stocks
  • Additional Purchases 76 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 37 stocks
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