Institutional Investor · CIK 0001729045
TOWER VIEW INVESTMENT MANAGEMENT & RESEARCH LLC
Portfolio data for the last 6 months — sourced from SEC 13F filings
Stocks Held
222
Total Value
$263.82M
Total Shares
1.24M
Latest Filing
Jul 24, 2026
CIK
0001729045
Current Holdings
| Company↕ | Sector↕ | Industry | Period↕ | Filed↓ | Shares↕ | Value ($)↕ | Ownership↕ | Type | P/C/S | SEC Filing |
|---|---|---|---|---|---|---|---|---|---|---|
| Technology | Semiconductors | 2026-06-30 | 2026-07-24 | 36,067 | $17.22M | 0.0007% | SH | — | View | |
Eli Lilly and Company(LLY.SW) | Healthcare | Drug Manufacturers - General | 2026-06-30 | 2026-07-24 | 9,568 | $11.48M | 0.0011% | SH | — | View |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-24 | 127,446 | $11.20M | 0.0116% | SH | — | View | |
NVIDIA Corporation(NVDA) | Technology | Semiconductors | 2026-06-30 | 2026-07-24 | 51,919 | $10.39M | 0.0002% | SH | — | View |
NVIDIA Corporation(NVD.DE) | Technology | Semiconductors | 2026-06-30 | 2026-07-24 | 51,919 | $10.39M | 0.0002% | SH | — | View |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-24 | 107,710 | $9.28M | 0.0024% | SH | — | View | |
Alphabet Inc.(GOOG) | Communication Services | Internet Content & Information | 2026-06-30 | 2026-07-24 | 25,705 | $9.08M | 0.0002% | SH | — | View |
| Industrials | Engineering & Construction | 2026-06-30 | 2026-07-24 | 11,371 | $8.19M | 0.0076% | SH | — | View | |
Amazon.com, Inc.(AMZN) | Consumer Cyclical | Specialty Retail | 2026-06-30 | 2026-07-24 | 29,713 | $7.08M | 0.0003% | SH | — | View |
Amazon.com, Inc.(AMZ.DE) | Consumer Cyclical | Specialty Retail | 2026-06-30 | 2026-07-24 | 29,713 | $7.08M | 0.0003% | SH | — | View |
Microsoft Corporation(MSFT) | Technology | Software - Infrastructure | 2026-06-30 | 2026-07-24 | 18,048 | $6.73M | 0.0002% | SH | — | View |
Alphabet Inc.(GOOGL.SW) | Communication Services | Internet Content & Information | 2026-06-30 | 2026-07-24 | 18,332 | $6.55M | 0.0002% | SH | — | View |
Visa Inc.(V) | Financial Services | Financial - Credit Services | 2026-06-30 | 2026-07-24 | 18,494 | $6.35M | 0.0010% | SH | — | View |
Nova Ltd.(NVMI) | Technology | Semiconductors | 2026-06-30 | 2026-07-24 | 11,316 | $6.14M | 0.0356% | SH | — | View |
| Consumer Defensive | Discount Stores | 2026-06-30 | 2026-07-24 | 6,451 | $6.03M | 0.0015% | SH | — | View | |
SPDR S&P 500 ETF…(1557.T) | Financial Services | Asset Management | 2026-06-30 | 2026-07-24 | 7,915 | $5.91M | 0.0008% | SH | — | View |
| Industrials | Industrial - Machinery | 2026-06-30 | 2026-07-24 | 5,419 | $5.30M | 0.0043% | SH | — | View | |
Garmin Ltd.(GRMN) | Technology | Hardware, Equipment & Parts | 2026-06-30 | 2026-07-24 | 21,163 | $5.03M | 0.0110% | SH | — | View |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-24 | 19,940 | $4.72M | 0.0037% | SH | — | View | |
Philip Morris International Inc.(4I1.DE) | Consumer Defensive | Tobacco | 2026-06-30 | 2026-07-24 | 24,193 | $4.38M | 0.0016% | SH | — | View |
Philip Morris International Inc.(PMI.SW) | Consumer Defensive | Tobacco | 2026-06-30 | 2026-07-24 | 24,193 | $4.38M | 0.0016% | SH | — | View |
Leonardo DRS, Inc.(DRS) | Industrials | Aerospace & Defense | 2026-06-30 | 2026-07-24 | 91,935 | $3.92M | 0.0344% | SH | — | View |
| Financial Services | Asset Management - Global | 2026-06-30 | 2026-07-24 | 19,062 | $3.85M | 0.0252% | SH | — | View | |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-24 | 9,962 | $3.64M | 0.0072% | SH | — | View | |
| Industrials | Electrical Equipment & Parts | 2026-06-30 | 2026-07-24 | 8,213 | $3.50M | 0.0021% | SH | — | View | |
Broadcom Inc.(AVGO) | Technology | Semiconductors | 2026-06-30 | 2026-07-24 | 9,183 | $3.47M | 0.0002% | SH | — | View |
Advanced Micro Devices, Inc.(AMD.SW) | Technology | Semiconductors | 2026-06-30 | 2026-07-24 | 5,884 | $3.42M | 0.0004% | SH | — | View |
Analog Devices, Inc.(ADI) | Technology | Semiconductors | 2026-06-30 | 2026-07-24 | 8,592 | $3.41M | 0.0018% | SH | — | View |
Amphenol Corporation(APH) | Technology | Hardware, Equipment & Parts | 2026-06-30 | 2026-07-24 | 19,251 | $3.39M | 0.0016% | SH | — | View |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-24 | 27,988 | $3.35M | 0.0024% | SH | — | View | |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-24 | 10,677 | $3.27M | 0.0091% | SH | — | View | |
Lam Research Corp. R(LAR0.DE) | Industrials | Industrial - Machinery | 2026-06-30 | 2026-07-24 | 7,284 | $3.16M | 0.0006% | SH | — | View |
Lam Research Corporation(LAR.DE) | Technology | Semiconductors | 2026-06-30 | 2026-07-24 | 7,284 | $3.16M | 0.0006% | SH | — | View |
JPMorgan Chase & Co.(JPM) | Financial Services | Banks - Diversified | 2026-06-30 | 2026-07-24 | 9,245 | $3.03M | 0.0003% | SH | — | View |
JPMorgan Chase & Co.(CMC.DE) | Financial Services | Banks | 2026-06-30 | 2026-07-24 | 9,245 | $3.03M | 0.0003% | SH | — | View |
| Technology | Semiconductors | 2026-06-30 | 2026-07-24 | 8,313 | $2.95M | 0.0008% | SH | — | View | |
| Financial Services | Financial - Capital Markets | 2026-06-30 | 2026-07-24 | 2,306 | $2.33M | 0.0008% | SH | — | View | |
Intuitive Surgical, Inc.(ISRG) | Healthcare | Medical - Instruments & Supplies | 2026-06-30 | 2026-07-24 | 5,713 | $2.27M | 0.0016% | SH | — | View |
The Home Depot, Inc.(HDI.DE) | Consumer Cyclical | Home Improvement | 2026-06-30 | 2026-07-24 | 6,343 | $2.24M | 0.0006% | SH | — | View |
| Consumer Cyclical | Home Improvement | 2026-06-30 | 2026-07-24 | 6,343 | $2.24M | 0.0006% | SH | — | View | |
| Basic Materials | Chemicals - Specialty | 2026-06-30 | 2026-07-24 | 17,744 | $2.19M | 0.0417% | SH | — | View | |
Cisco Systems, Inc.(4333.HK) | Technology | Communication Equipment | 2026-06-30 | 2026-07-24 | 18,506 | $2.17M | 0.0005% | SH | — | View |
Micron Technology, Inc.(MTE.DE) | Technology | Semiconductors | 2026-06-30 | 2026-07-24 | 1,794 | $2.07M | 0.0002% | SH | — | View |
| Technology | Semiconductors | 2026-06-30 | 2026-07-24 | 1,794 | $2.07M | 0.0002% | SH | — | View | |
| Technology | Semiconductors | 2026-06-30 | 2026-07-24 | 43,990 | $1.98M | 0.0020% | SH | — | View | |
McDonald's Corporation(MDO.DE) | Consumer Cyclical | Restaurants | 2026-06-30 | 2026-07-24 | 6,690 | $1.81M | 0.0009% | SH | — | View |
| Consumer Cyclical | Restaurants | 2026-06-30 | 2026-07-24 | 6,690 | $1.81M | 0.0009% | SH | — | View | |
| Healthcare | Biotechnology | 2026-06-30 | 2026-07-24 | 3,006 | $1.63M | 0.0071% | SH | — | View | |
Walmart Inc.(WMT) | Consumer Defensive | Discount Stores | 2026-06-30 | 2026-07-24 | 11,818 | $1.34M | 0.0001% | SH | — | View |
Baidu, Inc.(BIDU) | Communication Services | Internet Content & Information | 2026-06-30 | 2026-07-24 | 11,537 | $1.32M | 0.0034% | SH | — | View |
Cerebras Systems Inc.(CBRS) | Technology | Semiconductors | 2026-06-30 | 2026-07-24 | 5,779 | $1.28M | 0.0026% | SH | — | View |
EchoStar Corporation(SATS) | Communication Services | Telecommunications Services | 2026-06-30 | 2026-07-24 | 12,108 | $1.23M | 0.0042% | SH | — | View |
AbbVie Inc.(4AB.DE) | Healthcare | Drug Manufacturers - General | 2026-06-30 | 2026-07-24 | 4,660 | $1.17M | 0.0003% | SH | — | View |
Oracle Corporation(ORCL.SW) | Technology | Software - Infrastructure | 2026-06-30 | 2026-07-24 | 7,999 | $1.17M | 0.0003% | SH | — | View |
Netflix, Inc.(NFC.DE) | Communication Services | Entertainment | 2026-06-30 | 2026-07-24 | 16,157 | $1.15M | 0.0004% | SH | — | View |
| Industrials | Railroads | 2026-06-30 | 2026-07-24 | 4,197 | $1.14M | 0.0007% | SH | — | View | |
Union Pacific Corporation(UNP.DE) | Industrials | Railroads | 2026-06-30 | 2026-07-24 | 4,197 | $1.14M | 0.0007% | SH | — | View |
Vanguard S&P 500 ETF(VOO) | Financial Services | Asset Management | 2026-06-30 | 2026-07-24 | 1,203 | $825.91K | 0.0000% | SH | — | View |
| Industrials | Industrial - Machinery | 2026-06-30 | 2026-07-24 | 10,178 | $746.53K | 0.0012% | SH | — | View | |
| Financial Services | Asset Management - Global | 2026-06-30 | 2026-07-24 | 949 | $667.21K | 0.0023% | SH | — | View | |
| Financial Services | Asset Management - Income | 2026-06-30 | 2026-07-24 | 3,946 | $623.54K | 0.0007% | SH | — | View | |
Spotify Technology S.A.(SPOT) | Communication Services | Internet Content & Information | 2026-06-30 | 2026-07-24 | 1,324 | $607.89K | 0.0006% | SH | — | View |
PepsiCo, Inc.(PEP.SW) | Consumer Defensive | Beverages - Non-Alcoholic | 2026-06-30 | 2026-07-24 | 4,370 | $591.66K | 0.0003% | SH | — | View |
| Real Estate | REIT - Retail | 2026-06-30 | 2026-07-24 | 18,447 | $581.64K | 0.0060% | SH | — | View | |
| Industrials | Aerospace & Defense | 2026-06-30 | 2026-07-24 | 3,326 | $568.28K | 0.0000% | SH | — | View | |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-24 | 5,655 | $455.60K | 0.0002% | SH | — | View | |
Mastercard Incorporated(M4I.DE) | Financial Services | Financial - Credit Services | 2026-06-30 | 2026-07-24 | 788 | $404.78K | 0.0001% | SH | — | View |
Exxon Mobil Corporation(XONA.DE) | Energy | Oil & Gas Integrated | 2026-06-30 | 2026-07-24 | 2,597 | $355.11K | 0.0001% | SH | — | View |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-24 | 1,452 | $327.41K | 0.0036% | SH | — | View | |
Caterpillar Inc.(CAT) | Industrials | Agricultural - Machinery | 2026-06-30 | 2026-07-24 | 299 | $318.41K | 0.0001% | SH | — | View |
Caterpillar Inc.(CAT.SW) | Industrials | Agricultural - Machinery | 2026-06-30 | 2026-07-24 | 299 | $318.41K | 0.0000% | SH | — | View |
MGE Energy, Inc.(MGEE) | Utilities | Regulated Electric | 2026-06-30 | 2026-07-24 | 3,534 | $288.14K | 0.0094% | SH | — | View |
Johnson & Johnson(JNJ.DE) | Healthcare | Drug Manufacturers - General | 2026-06-30 | 2026-07-24 | 951 | $241.60K | 0.0000% | SH | — | View |
Johnson & Johnson(JNJ.SW) | Healthcare | Medical - Pharmaceuticals | 2026-06-30 | 2026-07-24 | 951 | $241.60K | 0.0000% | SH | — | View |
NextEra Energy, Inc.(NEE) | Utilities | Regulated Electric | 2026-06-30 | 2026-07-24 | 2,610 | $229.06K | 0.0001% | SH | — | View |
NiSource Inc(NI) | Utilities | Regulated Gas | 2026-06-30 | 2026-07-24 | 4,590 | $218.28K | 0.0010% | SH | — | View |
| Financial Services | Asset Management - Global | 2026-06-30 | 2026-07-24 | 566 | $209.41K | 0.0000% | SH | — | View | |
Walt Disney Company(WDP.DE) | Technology | Media & Entertainment | 2026-06-30 | 2026-07-24 | 2,069 | $199.19K | 0.0001% | SH | — | View |
BlackRock, Inc.(BLK.SW) | Financial Services | Asset Management | 2026-06-30 | 2026-07-24 | 200 | $192.31K | 0.0001% | SH | — | View |
Merck & Co., Inc.(6MK.DE) | Healthcare | Drug Manufacturers - General | 2026-06-30 | 2026-07-24 | 1,391 | $178.78K | 0.0001% | SH | — | View |
Stryker Corporation(SYK) | Healthcare | Medical - Devices | 2026-06-30 | 2026-07-24 | 539 | $169.67K | 0.0001% | SH | — | View |
Stryker Corporation(SYK.DE) | Healthcare | Medical - Devices | 2026-06-30 | 2026-07-24 | 539 | $169.67K | 0.0001% | SH | — | View |
| Real Estate | REIT - Specialty | 2026-06-30 | 2026-07-24 | 1,324 | $167.29K | 0.0004% | SH | — | View | |
| Healthcare | Drug Manufacturers - General | 2026-06-30 | 2026-07-24 | 2,836 | $163.39K | 0.0001% | SH | — | View | |
Bristol-Myers Squibb Company(BMY.SW) | Healthcare | Medical - Pharmaceuticals | 2026-06-30 | 2026-07-24 | 2,836 | $163.39K | 0.0002% | SH | — | View |
| Financial Services | Financial - Capital Markets | 2026-06-30 | 2026-07-24 | 1,700 | $156.86K | 0.0001% | SH | — | View | |
W.W. Grainger, Inc.(GWW) | Industrials | Industrial - Distribution | 2026-06-30 | 2026-07-24 | 112 | $152.37K | 0.0002% | SH | — | View |
| Consumer Defensive | Household & Personal Products | 2026-06-30 | 2026-07-24 | 946 | $138.74K | 0.0000% | SH | — | View | |
Phillips 66(PSX) | Energy | Oil & Gas Refining & Marketing | 2026-06-30 | 2026-07-24 | 713 | $120.56K | 0.0002% | SH | — | View |
KKR & Co. Inc.(KKR) | Financial Services | Asset Management | 2026-06-30 | 2026-07-24 | 1,256 | $115.31K | 0.0001% | SH | — | View |
CME Group Inc.(CME) | Financial Services | Financial - Data & Stock Exchanges | 2026-06-30 | 2026-07-24 | 494 | $109.09K | 0.0001% | SH | — | View |
| Financial Services | Asset Management - Bonds | 2026-06-30 | 2026-07-24 | 1,244 | $102.13K | 0.0004% | SH | — | View | |
| Financial Services | Asset Management - Global | 2026-06-30 | 2026-07-24 | 236 | $100.61K | 0.0005% | SH | — | View | |
| Financial Services | Asset Management - Bonds | 2026-06-30 | 2026-07-24 | 1,226 | $96.93K | 0.0002% | SH | — | View | |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-24 | 2,291 | $96.46K | 0.0006% | SH | — | View | |
| Technology | Semiconductors | 2026-06-30 | 2026-07-24 | 1,000 | $94.54K | 0.0003% | SH | — | View | |
State Street SPDR S&P…(MDYV) | Financial Services | Asset Management - Global | 2026-06-30 | 2026-07-24 | 993 | $94.15K | 0.0035% | SH | — | View |
Tesla, Inc.(TSLA) | Consumer Cyclical | Auto - Manufacturers | 2026-06-30 | 2026-07-24 | 221 | $92.95K | 0.0000% | SH | — | View |
Tesla, Inc.(TL0.DE) | Consumer Cyclical | Auto - Manufacturers | 2026-06-30 | 2026-07-24 | 221 | $92.95K | 0.0000% | SH | — | View |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-24 | 565 | $92.42K | 0.0009% | SH | — | View |
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