Tower View Investment Management & Research LLC 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
TV Tower View Investment Management & Research LLC | Institutional Filer | ▼ 3.68% | $194.8M | 204 |
Current Portfolio Holdings
Showing all 204 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | TSM | Taiwan Semiconductor Manufacturing Company Limited | Technology | 37K | $12.4M | 6.35% |
| 2 | SPYM | SPDR SERIES TRUST STATE STREET SPD | — | 124K | $9.5M | 4.87% |
| 3 | NVDA | NVIDIA Corporation | Technology | 51K | $9.0M | 4.60% |
| 4 | LLY | Eli Lilly and Company | Healthcare | 10K | $8.9M | 4.57% |
| 5 | VUG | VANGUARD INDEX FDS GROWTH ETF | — | 18K | $7.8M | 4.00% |
| 6 | GOOG | Alphabet Inc. | Technology | 26K | $7.4M | 3.79% |
| 7 | PWR | Quanta Services, Inc. | Industrials | 13K | $7.1M | 3.64% |
| 8 | MSFT | Microsoft Corporation | Technology | 18K | $6.7M | 3.42% |
| 9 | COST | Costco Wholesale Corporation | Consumer Defensive | 7K | $6.5M | 3.34% |
| 10 | NVMI | Nova Ltd. | Technology | 14K | $6.2M | 3.18% |
| 11 | AMZN | Amazon.com, Inc. | Consumer Cyclical | 30K | $6.2M | 3.17% |
| 12 | V | Visa Inc. | Financial Services | 19K | $5.6M | 2.89% |
| 13 | GOOGL | Alphabet Inc. | Technology | 18K | $5.3M | 2.73% |
| 14 | SPY | SPDR S&P 500 ETF Trust | — | 8K | $5.1M | 2.64% |
| 15 | GRMN | Garmin Ltd. | Technology | 21K | $4.9M | 2.52% |
Showing 1 to 15 of 204 holdings