Tower View Investment Management & Research LLC
CIK 1729045 · Holdings on Sep 30, 2025 · First reported Oct 16, 2025
Top ten holdings
Q3 2025- TSM6.19%
- NVDA5.05%
- MSFT4.91%
- SPYM4.52%
- LLY4.03%
- VUG3.97%
- GOOG3.48%
- HD3.42%
- PWR3.42%
- AMZN3.41%
Share classes counted separately42.40%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- TSMWeight increased · +1.13 pp5.06% → 6.19%Shares -252 (-0.58%)
- GOOGWeight increased · +0.94 pp2.54% → 3.48%Shares -2 (-0.01%)
- NVDAWeight increased · +0.75 pp4.30% → 5.05%Shares -179 (-0.34%)
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 | TSMTAIWAN SEMICONDUCTOR-SP ADR View history and evidence | $11.96M | 6.19% | 42.84K shares | 5.06% → 6.19%+1.13 pp -252 (-0.58%) | Reduced | ↗▾ |
| 02 | NVDANVIDIA CORP View history and evidence | $9.77M | 5.05% | 52.37K shares | 4.30% → 5.05%+0.75 pp -179 (-0.34%) | Reduced | ↗▾ |
| 03 | MSFTMICROSOFT CORP View history and evidence | $9.50M | 4.91% | 18.34K shares | 4.72% → 4.91%+0.19 pp +33 (+0.18%) | Added | ↗▾ |
| 04 | SPYMSTE STR SPDR PT S&P 500 ETF View history and evidence | $8.73M | 4.52% | 111.50K shares | 4.01% → 4.52%+0.51 pp +5.15K (+4.84%) | Added | ↗▾ |
| 05 | LLYELI LILLY & CO View history and evidence | $7.79M | 4.03% | 10.21K shares | 4.08% → 4.03%-0.05 pp +112 (+1.11%) | Added | ↗▾ |
| 06 | VUGVANGUARD MRNGSTAR GR ETF-SUI View history and evidence | $7.68M | 3.97% | 16.01K shares | 3.58% → 3.97%+0.39 pp +258 (+1.64%) | Added | ↗▾ |
| 07 | GOOGALPHABET INC-CL C View history and evidence | $6.73M | 3.48% | 27.64K shares | 2.54% → 3.48%+0.94 pp -2 (-0.01%) | Reduced | ↗▾ |
| 08 | HDHOME DEPOT INC View history and evidence | $6.61M | 3.42% | 16.31K shares | 3.08% → 3.42%+0.34 pp +116 (+0.72%) | Added | ↗▾ |
| 09 | PWRQUANTA SERVICES INC View history and evidence | $6.60M | 3.42% | 15.93K shares | 3.11% → 3.42%+0.31 pp +40 (+0.25%) | Added | ↗▾ |
| 10 | AMZNAMAZON.COM INC View history and evidence | $6.59M | 3.41% | 30.01K shares | 3.42% → 3.41%-0.01 pp -73 (-0.24%) | Reduced | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 27
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| ASML ASML HOLDING NV-NY REG SHS | Non-derivative | -6,061 | -$4.86M | SEC filing ↗ | SEC filing ↗ |
| VRTX VERTEX PHARMACEUTICALS INC | Non-derivative | -5,193 | -$2.31M | SEC filing ↗ | SEC filing ↗ |
| CLBT CELLEBRITE DI LTD | Non-derivative | -130,915 | -$2.09M | SEC filing ↗ | SEC filing ↗ |
3 / 27 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 Sep 30, 2025
Data loaded Sep 23, 2026 · First reported Oct 16, 2025
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 193318279
}Research all 174 reported holdings.
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