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Latest Tower View Investment Management & Research LLC Stock Portfolio

Tower View Investment Management & Research LLC Performance:
2025 Q4: -2.53%YTD: 7.85%2024: 21.23%
Performance for 2025 Q4 is -2.53%, and YTD is 7.85%, and 2024 is 21.23%.

About Tower View Investment Management & Research LLC and 13F Hedge Fund Stock Holdings

In it's latest 13F Holdings report, Tower View Wealth Management LLC reported an equity portfolio of $202.2 Millions as of 31 Dec, 2025.

The top stock holdings of Tower View Wealth Management LLC are TSM, LLY, NVDA. The fund has invested 5.7% of it's portfolio in TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS and 5.4% of portfolio in ELI LILLY & CO .

The fund managers got completely rid off HDFC BANK LTD SPONSORED ADS (HDB), MCCORMICK & CO INC NON VTG (MKC) and AUTOMATIC DATA PROCESSING IN (ADP) stocks. They significantly reduced their stock positions in FRANKLIN TEMPLETON ETF TR FTSE AUSTRALIA (BUYZ), HOME DEPOT INC (HD) and JOHNSON & JOHNSON (JNJ). Tower View Wealth Management LLC opened new stock positions in EATON CORP PLC SHS (ETN), TAT TECHNOLOGIES LTD ORD NEW and ISHARES INC MSCI STH KOR ETF (ACWV). The fund showed a lot of confidence in some stocks as they added substantially to BROADCOM INC (AVGO), JPMORGAN CHASE & CO. (JPM) and CISCO SYS INC (CSCO).

Tower View Investment Management & Research LLC Annual Return Estimates Vs S&P 500

Our best estimate is that Tower View Wealth Management LLC made a return of -2.53% in the last quarter. In trailing 12 months, it's portfolio return was 7.85%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
eaton corp plc shs2,694,600
tat technologies ltd ord new1,567,660
ishares inc msci sth kor etf1,467,070
baidu inc spon adr rep a1,367,230
fastenal co 62,285
california wtr svc group 22,993
vanguard index fds mcap vl idxvip15,432
ishares tr core div grwth15,273
New stocks bought by Tower View Investment Management & Research LLC

Additions

Ticker% Inc.
broadcom inc 10,164
jpmorgan chase & co. 3,349
cisco sys inc 2,865
netflix inc 1,070
oracle corp 807
walmart inc 635
abbvie inc 445
servicenow inc 400
Additions to existing portfolio by Tower View Investment Management & Research LLC

Reductions

Ticker% Reduced
franklin templeton etf tr ftse australia-47.21
home depot inc -44.68
johnson & johnson -34.33
procter and gamble co -32.77
ishares tr core s&p500 etf-29.03
carrier global corporation -27.6
blackstone inc -27.32
ishares tr 1 3 yr treas bd-26.65
Tower View Investment Management & Research LLC reduced stake in above stock

Sold off

Ticker$ Sold
hdfc bank ltd sponsored ads-3,026,580
mccormick & co inc non vtg-398,960
texas instrs inc -183,730
automatic data processing in -248,888
copart inc -3,958
shopify inc cl a sub vtg shs-7,431
paychex inc -4,171
mongodb inc cl a-4,656
Tower View Investment Management & Research LLC got rid off the above stocks

Sector Distribution

Tower View Wealth Management LLC has about 33.3% of it's holdings in Others sector.

Sector%
Others33.3
Technology18
Industrials10.4
Healthcare8.1
Financial Services7.9
Communication Services7.8
Consumer Cyclical6.9
Consumer Defensive6.6

Market Cap. Distribution

Tower View Wealth Management LLC has about 63.2% of it's portfolio invested in the large-cap and mega-cap stocks.

Category%
MEGA-CAP39.7
UNALLOCATED33.3
LARGE-CAP23.5
MID-CAP3.5

Stocks belong to which Index?

About 66.2% of the stocks held by Tower View Wealth Management LLC either belong to S&P 500 or RUSSELL 2000 index.

Index%
S&P 50063
Others33.8
RUSSELL 20003.2
Top 5 Winners (%)%
WBD
warner bros discovery inc com ser a
47.5 %
LLY
eli lilly & co
40.9 %
CAH
cardinal health inc
31.4 %
GOOG
alphabet inc cap stk cl a
28.2 %
GOOG
alphabet inc cap stk cl c
27.9 %
Top 5 Winners ($)$
LLY
eli lilly & co
3.2 M
GOOG
alphabet inc cap stk cl c
1.9 M
GOOG
alphabet inc cap stk cl a
1.4 M
TSM
taiwan semiconductor mfg ltd sponsored ads
1.0 M
ISRG
intuitive surgical inc
0.7 M
Top 5 Losers (%)%
NFLX
netflix inc
-86.5 %
NOW
servicenow inc
-75.0 %
LCID
lucid group inc
-55.5 %
XLB
select sector spdr tr state street con
-43.0 %
XLB
select sector spdr tr state street tec
-42.9 %
Top 5 Losers ($)$
NFLX
netflix inc
-9.7 M
DRS
leonardo drs inc
-1.1 M
GRMN
garmin ltd shs
-1.0 M
HD
home depot inc
-0.8 M
arm holdings plc sponsored ads
-0.7 M

Tower View Investment Management & Research LLC Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of Tower View Investment Management & Research LLC

Tower View Wealth Management LLC has 176 stocks in it's portfolio. About 43.1% of the portfolio is in top 10 stocks. NFLX proved to be the most loss making stock for the portfolio. LLY was the most profitable stock for Tower View Wealth Management LLC last quarter.

Last Reported on: 23 Jan, 2026
TickerNamesorted ascending% PortfolioShares Held$ ValueType% ChangeOptions