Latest Tower View Investment Management & Research LLC Stock Portfolio
Tower View Investment Management & Research LLC Performance:
2025 Q3: 2.07%YTD: 6.39%2024: 15.65%
Performance for 2025 Q3 is 2.07%, and YTD is 6.39%, and 2024 is 15.65%.
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 $193.3 Millions as of 30 Sep, 2025.
The top stock holdings of Tower View Wealth Management LLC are TSM, NVDA, MSFT. The fund has invested 6.2% of it's portfolio in TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS and 5% of portfolio in NVIDIA CORPORATION .
The fund managers got completely rid off ASML HOLDING N V N Y REGISTRY SHS, VERTEX PHARMACEUTICALS INC (VRTX) and CELLEBRITE DI LTD ORDINARY SHARES (CLBT) stocks. They significantly reduced their stock positions in NIKE INC CL B (NKE), CHEVRON CORP NEW (CVX) and DANAHER CORPORATION (DHR). Tower View Wealth Management LLC opened new stock positions in ON SEMICONDUCTOR CORP (ON), IONQ INC (IONQ) and JOBY AVIATION INC (JOBY). The fund showed a lot of confidence in some stocks as they added substantially to AMPHENOL CORP NEW CL A (APH), NETFLIX INC (NFLX) and HDFC BANK LTD SPONSORED ADS (HDB).
The top stock holdings of Tower View Wealth Management LLC are TSM, NVDA, MSFT. The fund has invested 6.2% of it's portfolio in TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS and 5% of portfolio in NVIDIA CORPORATION .
The fund managers got completely rid off ASML HOLDING N V N Y REGISTRY SHS, VERTEX PHARMACEUTICALS INC (VRTX) and CELLEBRITE DI LTD ORDINARY SHARES (CLBT) stocks. They significantly reduced their stock positions in NIKE INC CL B (NKE), CHEVRON CORP NEW (CVX) and DANAHER CORPORATION (DHR). Tower View Wealth Management LLC opened new stock positions in ON SEMICONDUCTOR CORP (ON), IONQ INC (IONQ) and JOBY AVIATION INC (JOBY). The fund showed a lot of confidence in some stocks as they added substantially to AMPHENOL CORP NEW CL A (APH), NETFLIX INC (NFLX) and HDFC BANK LTD SPONSORED ADS (HDB).
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 2.07% in the last quarter. In trailing 12 months, it's portfolio return was 6.21%.
New Buys
| Ticker | $ Bought |
|---|---|
| on semiconductor corp | 49,310 |
| ionq inc | 6,150 |
| joby aviation inc | 4,842 |
| archer aviation inc cl a | 3,832 |
| rigetti computing inc | 2,979 |
| d-wave quantum inc | 2,471 |
| lucid group inc | 238 |
New stocks bought by Tower View Investment Management & Research LLC
Additions
| Ticker | % Inc. |
|---|---|
| amphenol corp new cl a | 18,223 |
| netflix inc | 6,181 |
| hdfc bank ltd sponsored ads | 170 |
| vanguard index fds mcap gr idxvip | 12.98 |
| disney walt co | 12.27 |
| amgen inc | 5.56 |
| badger meter inc | 5.21 |
| spdr series trust portfolio s&p500 | 4.84 |
Additions to existing portfolio by Tower View Investment Management & Research LLC
Reductions
| Ticker | % Reduced |
|---|---|
| nike inc cl b | -96.94 |
| chevron corp new | -93.89 |
| danaher corporation | -81.07 |
| conocophillips | -74.46 |
| illinois tool wks inc | -70.77 |
| waste mgmt inc del | -63.75 |
| schwab strategic tr fundamental us b | -58.16 |
| lowes cos inc | -50.00 |
Tower View Investment Management & Research LLC reduced stake in above stock
Sold off
| Ticker | $ Sold |
|---|---|
| cellebrite di ltd ordinary shares | -2,094,640 |
| deckers outdoor corp | -1,149,020 |
| asml holding n v n y registry shs | -4,857,220 |
| vertex pharmaceuticals inc | -2,311,920 |
| rli corp | -298,269 |
| freeport-mcmoran inc cl b | -142,232 |
| fastenal co | -64,904 |
| honeywell intl inc | -339,074 |
Tower View Investment Management & Research LLC got rid off the above stocks
Sector Distribution
Tower View Wealth Management LLC has about 34.6% of it's holdings in Others sector.
| Sector | % |
|---|---|
| Others | 34.6 |
| Technology | 16.8 |
| Industrials | 11 |
| Consumer Cyclical | 8.8 |
| Consumer Defensive | 7.7 |
| Financial Services | 7.3 |
| Communication Services | 7 |
| Healthcare | 5.9 |
Market Cap. Distribution
Tower View Wealth Management LLC has about 61.3% of it's portfolio invested in the large-cap and mega-cap stocks.
| Category | % |
|---|---|
| MEGA-CAP | 36.4 |
| UNALLOCATED | 34.6 |
| LARGE-CAP | 24.9 |
| MID-CAP | 4.1 |
Stocks belong to which Index?
About 64.9% 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 |
| Others | 35.1 |
| RUSSELL 2000 | 3.9 |
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 173 stocks in it's portfolio. About 42.4% of the portfolio is in top 10 stocks. BMI proved to be the most loss making stock for the portfolio. GOOG was the most profitable stock for Tower View Wealth Management LLC last quarter.
Last Reported on: 16 Oct, 2025| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| ABBV | abbvie inc | 0.11 | 903 | 209,060 | reduced | -11.3 | ||
| ACHR | archer aviation inc cl a | 0.00 | 400 | 3,832 | new | |||
| ACN | accenture plc ireland shs class a | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| ACWV | ishares inc msci switzerland | 0.01 | 383 | 21,171 | unchanged | 0.00 | ||
| ADI | analog devices inc | 1.16 | 9,108 | 2,237,890 | reduced | -0.76 | ||
| ADP | automatic data processing in | 0.13 | 848 | 248,888 | unchanged | 0.00 | ||
| AFRM | affirm hldgs inc cl a | 0.00 | 100 | 7,308 | unchanged | 0.00 | ||
| AGT | ishares tr msci uk etf new | 0.01 | 384 | 16,108 | unchanged | 0.00 | ||
| AMGN | amgen inc | 0.00 | 19.00 | 5,245 | added | 5.56 | ||
| AMT | american tower corp new | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| AMZN | amazon com inc | 3.41 | 30,010 | 6,589,300 | reduced | -0.24 | ||
| ANSS | ansys inc | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| APH | amphenol corp new cl a | 1.08 | 16,858 | 2,086,130 | added | 18,223 | ||
| AVGO | broadcom inc | 0.01 | 81.00 | 26,661 | unchanged | 0.00 | ||
| BIIB | biogen inc | 0.00 | 29.00 | 4,063 | unchanged | 0.00 | ||
| BIL | spdr series trust portfolio s&p500 | 4.52 | 111,498 | 8,734,780 | added | 4.84 | ||
| BIL | spdr series trust s&p 400 mdcp val | 0.04 | 979 | 81,685 | added | 0.41 | ||
| BIL | spdr series trust s&p divid etf | 0.01 | 214 | 29,918 | added | 0.94 | ||
| BIL | spdr series trust msci usa strtgic | 0.00 | 60.00 | 10,336 | unchanged | 0.00 | ||
| BIL | spdr series trust portfoli s&p1500 | 0.00 | 101 | 8,168 | unchanged | 0.00 | ||