Tower View Investment Management & Research LLC
CIK 1729045 · Holdings on Jun 30, 2024 · First reported Jul 26, 2024
Top ten holdings
Q2 2024- LLY5.24%
- TSM4.59%
- MSFT4.51%
- NVDA3.83%
- MRSH3.71%
- COST3.35%
- HD3.15%
- VUG3.10%
- AMZN3.09%
- ASML2.96%
Share classes counted separately37.53%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- ADIWeight decreased · -1.25 pp2.73% → 1.48%Shares -12.26K (-51.98%)
- VUGWeight increased · +1.01 pp2.09% → 3.10%Shares +4.06K (+39.12%)
- TSMWeight increased · +0.93 pp3.66% → 4.59%Shares +51 (+0.11%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | LLYELI LILLY & CO View history and evidence | $9.12M | 5.24% | 10.08K shares | 4.60% → 5.24%+0.64 pp -22 (-0.22%) | Reduced | ↗▾ |
| 02 | TSMTAIWAN SEMICONDUCTOR-SP ADR View history and evidence | $8.00M | 4.59% | 46.02K shares | 3.66% → 4.59%+0.93 pp +51 (+0.11%) | Added | ↗▾ |
| 03 | MSFTMICROSOFT CORP View history and evidence | $7.86M | 4.51% | 17.58K shares | 4.30% → 4.51%+0.21 pp +105 (+0.60%) | Added | ↗▾ |
| 04 | NVDANVIDIA CORP View history and evidence | $6.67M | 3.83% | 53.96K shares | 3.23% → 3.83%+0.60 pp +47.84K (+782.28%) | Added | ↗▾ |
| 05 | MRSHMARSH & MCLENNAN COS View history and evidence | $6.47M | 3.71% | 30.69K shares | 3.67% → 3.71%+0.04 pp +243 (+0.80%) | Added | ↗▾ |
| 06 | COSTCOSTCO WHOLESALE CORP View history and evidence | $5.84M | 3.35% | 6.87K shares | 2.89% → 3.35%+0.46 pp +123 (+1.82%) | Added | ↗▾ |
| 07 | HDHOME DEPOT INC View history and evidence | $5.48M | 3.15% | 15.93K shares | 3.53% → 3.15%-0.38 pp +214 (+1.36%) | Added | ↗▾ |
| 08 | VUGVANGUARD MRNGSTAR GR ETF-SUI View history and evidence | $5.40M | 3.10% | 14.44K shares | 2.09% → 3.10%+1.01 pp +4.06K (+39.12%) | Added | ↗▾ |
| 09 | AMZNAMAZON.COM INC View history and evidence | $5.38M | 3.09% | 27.85K shares | 2.65% → 3.09%+0.44 pp +2.72K (+10.81%) | Added | ↗▾ |
| 10 | ASMLASML HOLDING NV-NY REG SHS View history and evidence | $5.15M | 2.96% | 5.04K shares | 2.85% → 2.96%+0.11 pp +12 (+0.24%) | Added | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 19
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| ADBE ADOBE INC | Non-derivative | -7,422 | -$3.75M | SEC filing ↗ | SEC filing ↗ |
| SBUX STARBUCKS CORP | Non-derivative | -38,546 | -$3.52M | SEC filing ↗ | SEC filing ↗ |
| LULU LULULEMON ATHLETICA INC | Non-derivative | -5,801 | -$2.27M | SEC filing ↗ | SEC filing ↗ |
3 / 19 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 1729045 · Period Jun 30, 2024
Data loaded Sep 23, 2026 · First reported Jul 26, 2024
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 174204947
}Research all 182 reported holdings.
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