Tower View Investment Management & Research LLC
RIA/Wealth
Tower View Investment Management & Research LLC is a RIA/Wealth led by Raman John Ghei, reporting $281.9M in AUM as of Q3 2025 with TSM as the largest holding (6% allocation).
FounderRaman John Ghei
- Portfolio Value
- $193.3M
- Positions
- 174
- Top Holding
- TSM at 6.19%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Tower View Investment Management & Research LLC's portfolio (42.4% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
Semiconductors Technology | $12.0M | 6.19% | -$70.4K Sold | — 42.8K shares | |
Semiconductors Technology | $9.8M | 5.05% | -$33.4K Sold | 0.00% 52.4K shares | |
Software - Infrastructure Technology | $9.5M | 4.91% | +$17.1K Bought | 0.00% 18.3K shares | |
ETF ETF | $8.7M | 4.52% | +$403.5K Bought | — 111.5K shares | |
Drug Manufacturers - General Healthcare | $7.8M | 4.03% | +$85.5K Bought | 0.00% 10.2K shares | |
ETF ETF | $7.7M | 3.97% | +$123.7K Bought | — 16.0K shares | |
Internet Content & Information Communication Services | $6.7M | 3.48% | -$487.1 Sold | 0.00% 27.6K shares | |
Home Improvement Consumer Cyclical | $6.6M | 3.42% | +$47.0K Bought | 0.00% 16.3K shares | |
Engineering & Construction Industrials | $6.6M | 3.42% | +$16.6K Bought | 0.01% 15.9K shares | |
Specialty Retail Consumer Cyclical | $6.6M | 3.41% | -$16.0K Sold | 0.00% 30.0K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Tower View Investment Management & Research LLC's latest filing
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Decreased Positions
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Analytics
Portfolio insights and performance metrics for Tower View Investment Management & Research LLC
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