Latest Tower View Investment Management & Research LLC Stock Portfolio

Tower View Investment Management & Research LLC Performance:

2026 Q1: -0.8%YTD: -0.8%2025: 12.76%

Performance for 2026 Q1 is -0.8%, and YTD is -0.8%, and 2025 is 12.76%.

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

On 2026-04-20, the fund reported it's updated stock portfolio. In the 13F Holdings report, Tower View Wealth Management LLC reported an equity portfolio of $194.8 Millions as of 31 Mar, 2026.

The top stock holdings of Tower View Wealth Management LLC are TSM, BIL, NVDA. The fund has invested 6.3% of it's portfolio in TAIWAN SEMICONDUCTOR MANUFAC SPONSORED ADS and 4.9% of portfolio in SPDR SERIES TRUST STATE STREET SPD.

The fund managers got completely rid off BADGER METER INC (BMI), TAT TECHNOLOGIES LTD ORD NEW (TATT) and SALESFORCE INC (CRM) stocks. They significantly reduced their stock positions in VANGUARD BD INDEX FDS SHORT TRM BOND (BIV), CARRIER GLOBAL CORPORATION (CARR) and MARSH & MCLENNAN COS INC (MMC). Tower View Wealth Management LLC opened new stock positions in LAM RESEARCH CORP (LRCX), ADVANCED MICRO DEVICES INC (AMD) and MICRON TECHNOLOGY INC (MU). The fund showed a lot of confidence in some stocks as they added substantially to UNITED THERAPEUTICS CORP DEL (UTHR), GOLDMAN SACHS GROUP INC (GS) and LOWES COS INC (LOW).

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 -0.8% in the last quarter. In trailing 12 months, it's portfolio return was 16.99%.

Performance
S&P 500

New Buys

Ticker	$ Bought
lam research corp	1,531,940
advanced micro devices inc	1,364,000
micron technology inc	624,329
nisource inc	212,303
ishares tr expnd tec sc etf	66,959
sysco corp	64,197
vanguard world fd mega cap val etf	57,980
vanguard index fds sm cp val etf	37,133

New stocks bought by Tower View Investment Management & Research LLC

Additions

Ticker	% Inc.
united therapeutics corp del	3,544
goldman sachs group inc	2,200
lowes cos inc	566
chevron corporation	560
amgen inc	331
vanguard index fds real estate etf	320
vanguard world fd utilities etf	186
ishares inc msci sth kor etf	84.55

Additions to existing portfolio by Tower View Investment Management & Research LLC

Reductions

Ticker	% Reduced
vanguard bd index fds short trm bond	-82.68
carrier global corporation	-74.24
marsh & mclennan cos inc	-63.02
procter & gamble co	-47.51
brixmor ppty group inc	-36.15
pepsico inc	-28.52
nike inc cl b	-26.67
home depot inc	-20.17

Tower View Investment Management & Research LLC reduced stake in above stock

Sold off

Ticker	$ Sold
tat technologies ltd ord new	-1,567,660
badger meter inc	-2,770,800
salesforce inc	-16,062
ishares tr rus md cp gr etf	-2,477

Tower View Investment Management & Research LLC got rid off the above stocks

Sector Distribution

Tower View Wealth Management LLC has about 34.7% of it's holdings in Others sector.

Sector	%
Others	34.7
Technology	17.8
Industrials	11
Healthcare	7.9
Communication Services	7.4
Consumer Defensive	7
Financial Services	6.7
Consumer Cyclical	6.3

Market Cap. Distribution

Tower View Wealth Management LLC has about 64.9% of it's portfolio invested in the large-cap and mega-cap stocks.

Category	%
MEGA-CAP	44.5
UNALLOCATED	34.7
LARGE-CAP	20.4

Stocks belong to which Index?

About 64.1% of the stocks held by Tower View Wealth Management LLC either belong to S&P 500 or RUSSELL 2000 index.

Index	%
S&P 500	61.8
Others	35.9
RUSSELL 2000	2.3

Top 5 Winners (%)		%
DRTS	alpha tau medical ltd ordinary shares	42.8 %
COP	conocophillips	41.0 %
	arm holdings plc sponsored ads	36.0 %
PSX	phillips 66	35.6 %
XOM	exxon mobil corp	34.4 %

Top 5 Winners ($)		$
PWR	quanta svcs inc	1.7 M
NVMI	nova ltd	1.7 M
TSM	taiwan semiconductor manufac sponsored ads	1.3 M
DRS	leonardo drs inc	1.0 M
COST	costco wholesale corporation	0.9 M

Top 5 Losers (%)		%
QBTS	d-wave quantum inc	-44.8 %
HUBS	hubspot inc	-39.2 %
AFRM	affirm hldgs inc cl a	-38.4 %
JOBY	joby aviation inc common stock	-37.4 %
RGTI	rigetti computing inc	-36.6 %

Top 5 Losers ($)		$
MSFT	microsoft corp	-2.1 M
LLY	eli lilly & co	-1.5 M
V	visa inc cl a	-0.9 M
VB	vanguard index fds growth etf	-0.9 M
GOOG	alphabet inc cap stk cl c	-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 204 stocks in it's portfolio. About 41.8% of the portfolio is in top 10 stocks. MSFT proved to be the most loss making stock for the portfolio. PWR was the most profitable stock for Tower View Wealth Management LLC last quarter.

Last Reported on: 20 Apr, 2026

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
ABBV	abbvie inc	0.66	5,901	1,283,470	added	19.77

ACHR	archer aviation inc cl a	0.00	400	2,068	unchanged	0.00

ACWF	ishares tr core div grwth	0.01	220	15,440	unchanged	0.00

ACWV	ishares inc msci sth kor etf	1.76	27,848	3,425,610	added	84.55

ACWV	ishares inc msci switzerland	0.01	383	22,539	unchanged	0.00

ACWV	ishares inc msci cda etf	0.01	400	21,916	new

ADI	analog devices inc	1.45	8,858	2,818,000	reduced	-1.18

AFL	aflac inc	0.00	50.00	5,486	new

AFRM	affirm hldgs inc cl a	0.00	100	4,582	unchanged	0.00

AGT	ishares tr msci uk etf new	0.01	346	15,769	unchanged	0.00

ALLE	allegion plc ord shs	0.00	31.00	4,504	new

AMD	advanced micro devices inc	0.70	6,705	1,364,000	new

AMGN	amgen inc	0.01	82.00	28,800	added	331

AMZN	amazon com inc	3.17	29,692	6,183,950	reduced	-2.25

APH	amphenol corp cl a	1.10	16,988	2,146,460	reduced	-1.72

AVGO	broadcom inc	1.44	9,086	2,812,270	added	9.29

BIDU	baidu inc spon adr rep a	0.66	11,495	1,280,770	added	9.85

BIIB	biogen inc	0.00	29.00	5,317	unchanged	0.00

BIL	spdr series trust state street spd	4.87	124,052	9,494,920	added	4.45

BIL	spdr series trust state street spd	0.04	988	84,146	added	0.41