Tower View Investment Management & Research LLC Portfolio Holdings

Tower View Investment Management & Research LLC

  • $166 Million
  • Q1 2025

Tower View Investment Management & Research LLC has filed its 13F form on April 22, 2025 for Q1 2025 where it was disclosed a total value porftolio of $166 Million distributed in 186 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Eli Lilly & CO with a value of $8.31M, Marsh & Mclennan Companies, Inc. with a value of $7.47M, Taiwan Semiconductor Manufacturing CO LTD with a value of $7.28M, Microsoft Corp with a value of $6.69M, and Vanguard Growth ETF with a value of $6.64M.

Examining the 13F form we can see an decrease of $16M in the current position value, from $182M to 166M.

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

Portfolio value $166 Million
Technology: $40.4 Million
ETFs: $34.1 Million
Financial Services: $19.2 Million
Consumer Cyclical: $16.1 Million
Industrials: $16.1 Million
Consumer Defensive: $14.9 Million
Healthcare: $14.5 Million
Communication Services: $9.13 Million
Other: $1.45 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$182,000 0.11% of portfolio
2,212
Q1 2025 Added 0.64%
$106B
$167,000 0.1% of portfolio
2,746
Q1 2025 Added 0.81%
$0
$145,000 0.09% of portfolio
528
Q1 2025 Added 0.38%
$24.1B
$142,000 0.09% of portfolio
1,654
Q1 2025 Added 0.73%
$157B
$142,000 0.09% of portfolio
1,442
Q1 2025 Added 0.49%
$0
$113,000 0.07% of portfolio
1,453
Q1 2025 Added 0.28%
$0
$117,000 0.07% of portfolio
1,494
Q1 2025 Added 0.4%
$257B
$120,000 0.07% of portfolio
1,378
Q1 2025 Added 0.22%
$200B
$119,000 0.07% of portfolio
1,332
Q1 2025 Added 0.83%
$451B
$124,000 0.07% of portfolio
1,046
Q1 2025 Added 0.97%
$12.9B
$96,000 0.06% of portfolio
2,214
Q1 2025 Added 0.73%
$10.8B
$79,000 0.05% of portfolio
2,009
Q1 2025 Added 0.85%
$0
$78,000 0.05% of portfolio
248
Q1 2025 Reduced 6.06%
$170B
$86,000 0.05% of portfolio
174
Q1 2025 Reduced 33.33%
$88.6B
$77,000 0.05% of portfolio
553
Q1 2025 Added 0.91%
$94.4B
$73,000 0.04% of portfolio
319
Q1 2025 Reduced 7.0%
$0
$74,000 0.04% of portfolio
970
Q1 2025 Added 542.38%
$48.5B
$67,000 0.04% of portfolio
549
Q1 2025 Added 0.92%
$691B
$67,000 0.04% of portfolio
277
Q1 2025 Added 0.36%
$46.6B
$59,000 0.04% of portfolio
769
Q1 2025 Reduced 5.64%
$40.9B
$55,000 0.03% of portfolio
669
Q1 2025 Added 0.75%
$0
$51,000 0.03% of portfolio
2,119
Q1 2025 New
$140B
$46,000 0.03% of portfolio
227
Q1 2025 Added 0.44%
$0
$43,000 0.03% of portfolio
195
Q4 2024 Added 1.04%
$72.6B
$54,000 0.03% of portfolio
220
Q1 2025 Added 0.46%
$751B
$57,000 0.03% of portfolio
220
Q1 2025 Reduced 98.08%
$0
$55,000 0.03% of portfolio
2,404
Q1 2025 New
$93.6B
$49,000 0.03% of portfolio
734
Q1 2025 Added 0.82%
$114B
$49,000 0.03% of portfolio
476
Q1 2025 Added 0.85%
$126B
$29,000 0.02% of portfolio
1,160
Q1 2025 Added 1.58%
$2.82B
$25,000 0.02% of portfolio
524
Q1 2025 Added 0.58%
$226B
$33,000 0.02% of portfolio
544
Q1 2025 Added 0.55%
$1.31B
$25,000 0.02% of portfolio
500
Q2 2024 Added 4,900.0%
$0
$25,000 0.02% of portfolio
500
Q1 2025 Added 0.6%
$192B
$30,000 0.02% of portfolio
1,080
Q1 2025 Added 1.12%
$39B
$36,000 0.02% of portfolio
519
Q1 2025 Added 0.78%
$0
$38,000 0.02% of portfolio
69
Q1 2025 Added 1.47%
$16.9B
$35,000 0.02% of portfolio
413
Q4 2024 Added 99.52%
$0
$37,000 0.02% of portfolio
277
Q1 2025 Added 0.73%
$0
$32,000 0.02% of portfolio
447
Q1 2025 Added 0.68%
$0
$41,000 0.02% of portfolio
551
Q1 2025 Reduced 2.48%
$0
$28,000 0.02% of portfolio
140
Q1 2025 Reduced 13.58%
$412B
$37,000 0.02% of portfolio
229
Q1 2025 Reduced 10.89%
$0
$19,000 0.01% of portfolio
75
Q1 2025 Reduced 98.68%
$0
$13,000 0.01% of portfolio
80
Q1 2025 Added 1.27%
$45.9B
$13,000 0.01% of portfolio
44
Q1 2024 Reduced 10.2%
$0
$17,000 0.01% of portfolio
355
Q1 2025 New
$0
$20,000 0.01% of portfolio
134
Q1 2025 New
$0
$13,000 0.01% of portfolio
382
Q4 2024 Added 1.33%

Summary

  • Portfolio
  • No. of Stocks 186
  • Current Value $166 Million
  • Prior Value $182 Million
  • Filing
  • Period Q1 2025
  • Filing Date April 22, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 20 stocks
  • Additional Purchases 59 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 54 stocks
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