Tower View Investment Management & Research LLC Portfolio Holdings
Q3 2025•174 long positions•$193.3M portfolio value
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Holding200 | Sector | Position↕ | Traded↕ | Ownership↕ | Shares Δ↕ | Shares Δ % | Market Cap↕ | Owned Since↕ |
|---|---|---|---|---|---|---|---|---|
Semiconductors Technology | $12.0M 6.19% | -$70.4K Sold | — 42.8K shares | 43.1K → 42.8K −$70.4K | -0.58% | — — | Q1 2024 Held for 1y 8m | |
Semiconductors Technology | $9.8M 5.05% | -$33.4K Sold | 0.0% 52.4K shares | 52.5K → 52.4K −$33.4K | -0.34% | $4.54T Mega Cap | Q4 2017 Held for 7y 11m | |
Software - Infrastructure Technology | $9.5M 4.91% | +$17.1K Bought | 0.0% 18.3K shares | 18.3K → 18.3K +$17.1K | +0.18% | $3.85T Mega Cap | Q4 2017 Held for 7y 11m | |
ETF ETF | $8.7M 4.52% | +$403.5K Bought | — 111.5K shares | 106.3K → 111.5K +$403.5K | +4.84% | — — | Q3 2023 Held for 2y 2m | |
Drug Manufacturers - General Healthcare | $7.8M 4.03% | +$85.5K Bought | 0.001% 10.2K shares | 10.1K → 10.2K +$85.5K | +1.11% | $684.00B Mega Cap | Q4 2017 Held for 7y 11m | |
ETF ETF | $7.7M 3.97% | +$123.7K Bought | — 16.0K shares | 15.8K → 16.0K +$123.7K | +1.64% | — — | Q4 2017 Held for 7y 11m | |
Internet Content & Information Communication Services | $6.7M 3.48% | -$487.1 Sold | 0.0% 27.6K shares | 27.6K → 27.6K −$487.1 | -0.01% | $2.95T Mega Cap | Q4 2017 Held for 7y 11m | |
Home Improvement Consumer Cyclical | $6.6M 3.42% | +$47.0K Bought | 0.002% 16.3K shares | 16.2K → 16.3K +$47.0K | +0.72% | $403.32B Mega Cap | Q4 2017 Held for 7y 11m | |
Engineering & Construction Industrials | $6.6M 3.42% | +$16.6K Bought | 0.011% 15.9K shares | 15.9K → 15.9K +$16.6K | +0.25% | $61.8B Large Cap | Q2 2024 Held for 1y 5m | |
Specialty Retail Consumer Cyclical | $6.6M 3.41% | -$16.0K Sold | 0.0% 30.0K shares | 30.1K → 30.0K −$16.0K | -0.24% | $2.34T Mega Cap | Q4 2017 Held for 7y 11m | |
Financial - Credit Services Financial Services | $6.5M 3.38% | +$10.6K Bought | 0.001% 19.1K shares | 19.1K → 19.1K +$10.6K | +0.16% | $662.60B Mega Cap | Q4 2017 Held for 7y 11m | |
Discount Stores Consumer Defensive | $6.3M 3.26% | +$75.9K Bought | 0.002% 6.8K shares | 6.7K → 6.8K +$75.9K | +1.22% | $410.27B Mega Cap | Q2 2020 Held for 5y 5m | |
Insurance - Brokers Financial Services | $6.3M 3.24% | +$69.5K Bought | 0.006% 31.1K shares | 30.7K → 31.1K +$69.5K | +1.12% | $99.1B Large Cap | Q4 2017 Held for 7y 11m | |
Semiconductors Technology | $6.3M 3.23% | +$52.1K Bought | 0.066% 19.6K shares | 19.4K → 19.6K +$52.1K | +0.84% | $9.5B Mid Cap | Q3 2020 Held for 5y 2m | |
Tobacco Consumer Defensive | $5.8M 3.0% | +$100.7K Bought | 0.002% 35.8K shares | 35.2K → 35.8K +$100.7K | +1.77% | $252.48B Mega Cap | Q3 2021 Held for 4y 2m | |
Hardware, Equipment & Parts Technology | $5.4M 2.81% | +$67.0K Bought | 0.011% 22.1K shares | 21.8K → 22.1K +$67.0K | +1.25% | $47.4B Large Cap | Q4 2024 Held for 11 months | |
ETF ETF | $5.3M 2.75% | -$104.6K Sold | — 8.0K shares | 8.1K → 8.0K −$104.6K | -1.93% | — — | Q4 2017 Held for 7y 11m | |
Internet Content & Information Communication Services | $4.8M 2.5% | +$10.9K Bought | 0.0% 19.9K shares | 19.8K → 19.9K +$10.9K | +0.23% | $2.95T Mega Cap | Q4 2017 Held for 7y 11m | |
Industrial - Machinery Industrials | $4.3M 2.22% | +$50.8K Bought | 0.004% 5.7K shares | 5.6K → 5.7K +$50.8K | +1.2% | $95.9B Large Cap | Q4 2024 Held for 11 months | |
Aerospace & Defense Industrials | $4.3M 2.21% | +$39.2K Bought | 0.035% 94.3K shares | 93.4K → 94.3K +$39.2K | +0.92% | $12.1B Large Cap | Q1 2023 Held for 2y 8m | |
Unknown Unknown | $4.3M 2.21% | +$48.1K Bought | — 19.8K shares | 19.5K → 19.8K +$48.1K | +1.14% | — — | Q1 2024 Held for 1y 8m | |
Construction Industrials | $3.7M 1.91% | +$122.4K Bought | 0.007% 61.8K shares | 59.7K → 61.8K +$122.4K | +3.43% | $50.8B Large Cap | Q3 2022 Held for 3y 2m | |
Restaurants Consumer Cyclical | $3.6M 1.87% | +$40.4K Bought | 0.002% 11.9K shares | 11.8K → 11.9K +$40.4K | +1.13% | $216.86B Mega Cap | Q4 2017 Held for 7y 11m | |
Internet Content & Information Communication Services | $3.5M 1.82% | +$67.0K Bought | 0.002% 5.0K shares | 4.9K → 5.0K +$67.0K | +1.94% | $143.63B Large Cap | Q1 2025 Held for 8 months | |
ETF ETF | $3.3M 1.69% | -$553.3K Sold | — 11.0K shares | 12.8K → 11.0K −$553.3K | -14.51% | — — | Q4 2017 Held for 7y 11m | |
Unknown Unknown | $3.1M 1.62% | +$358.7K Bought | — 10.6K shares | 9.4K → 10.6K +$358.7K | +12.98% | — — | Q2 2025 Held for 5 months | |
Unknown Unknown | $3.0M 1.57% | +$1.9M Bought | — 88.6K shares | 32.8K → 88.6K +$1.9M | +170.36% | — — | Q2 2025 Held for 5 months | |
Unknown Unknown | $3.0M 1.56% | +$62.8K Bought | — 21.3K shares | 20.8K → 21.3K +$62.8K | +2.13% | — — | Q1 2024 Held for 1y 8m | |
Hardware, Equipment & Parts Technology | $2.8M 1.43% | +$137.2K Bought | 0.053% 15.5K shares | 14.7K → 15.5K +$137.2K | +5.21% | $5.3B Mid Cap | Q3 2023 Held for 2y 2m | |
Medical - Instruments & Supplies Healthcare | $2.6M 1.35% | +$85.9K Bought | 0.002% 5.8K shares | 5.6K → 5.8K +$85.9K | +3.41% | $160.32B Large Cap | Q4 2020 Held for 4y 11m | |
ETF ETF | $2.6M 1.34% | +$39.6K Bought | — 3.5K shares | 3.4K → 3.5K +$39.6K | +1.55% | — — | Q4 2017 Held for 7y 11m | |
Semiconductors Technology | $2.2M 1.16% | -$17.2K Sold | 0.002% 9.1K shares | 9.2K → 9.1K −$17.2K | -0.76% | $120.87B Large Cap | Q3 2020 Held for 5y 2m | |
Hardware, Equipment & Parts Technology | $2.1M 1.08% | +$2.1M Bought | 0.001% 16.9K shares | 92.0 → 16.9K +$2.1M | +18,223.91% | $151.09B Large Cap | Q2 2023 Held for 2y 5m | |
Railroads Industrials | $1.8M 0.916% | -$45.9K Sold | 0.001% 7.5K shares | 7.7K → 7.5K −$45.9K | -2.52% | $140.18B Large Cap | Q4 2017 Held for 7y 11m | |
Entertainment Communication Services | $1.7M 0.857% | +$1.6M Bought | 0.0% 1.4K shares | 22.0 → 1.4K +$1.6M | +6,181.82% | $509.45B Mega Cap | Q2 2023 Held for 2y 5m | |
Beverages - Non-Alcoholic Consumer Defensive | $1.1M 0.583% | -$176.5K Sold | 0.001% 8.0K shares | 9.3K → 8.0K −$176.5K | -13.54% | $192.27B Large Cap | Q4 2017 Held for 7y 11m | |
Household & Personal Products Consumer Defensive | $934.7K 0.484% | -$34.4K Sold | 0.0% 6.1K shares | 6.3K → 6.1K −$34.4K | -3.55% | $359.62B Mega Cap | Q1 2020 Held for 5y 8m | |
ETF ETF | $686.5K 0.355% | -$1.2K Sold | — 1.1K shares | 1.1K → 1.1K −$1.2K | -0.18% | — — | Q4 2020 Held for 4y 11m | |
ETF ETF | $594.0K 0.307% | -$158.5K Sold | — 997.0 shares | 1.3K → 997.0 −$158.5K | -21.06% | — — | Q4 2017 Held for 7y 11m | |
ETF ETF | $541.7K 0.28% | -$28.0K Sold | — 3.8K shares | 4.0K → 3.8K −$28.0K | -4.92% | — — | Q4 2017 Held for 7y 11m | |
REIT - Retail Real Estate | $439.2K 0.227% | -$55.4K Sold | 0.005% 15.9K shares | 17.9K → 15.9K −$55.4K | -11.19% | $8.5B Mid Cap | Q1 2025 Held for 8 months | |
Diversified Utilities Utilities | $439.0K 0.227% | +$4.9K Bought | 0.014% 5.2K shares | 5.2K → 5.2K +$4.9K | +1.12% | $3.1B Mid Cap | Q4 2017 Held for 7y 11m | |
ETF ETF | $414.5K 0.214% | -$5.0K Sold | — 1.4K shares | 1.4K → 1.4K −$5.0K | -1.19% | — — | Q4 2017 Held for 7y 11m | |
Financial - Credit Services Financial Services | $400.3K 0.207% | +$5.1K Bought | 0.0% 704.0 shares | 695.0 → 704.0 +$5.1K | +1.29% | $514.21B Mega Cap | Q4 2017 Held for 7y 11m | |
Packaged Foods Consumer Defensive | $399.0K 0.206% | -$110.6K Sold | 0.002% 6.0K shares | 7.6K → 6.0K −$110.6K | -21.7% | $18.0B Large Cap | Q4 2023 Held for 1y 11m | |
ETF ETF | $380.1K 0.197% | -$13.2K Sold | — 1.8K shares | 1.8K → 1.8K −$13.2K | -3.37% | — — | Q4 2017 Held for 7y 11m | |
Oil & Gas Integrated Energy | $276.6K 0.143% | -$21.5K Sold | 0.0% 2.5K shares | 2.6K → 2.5K −$21.5K | -7.22% | $480.68B Mega Cap | Q4 2017 Held for 7y 11m | |
Software - Infrastructure Technology | $252.0K 0.13% | — | 0.0% 896.0 shares | — | — | $801.76B Mega Cap | Q2 2025 Held for 5 months | |
Staffing & Employment Services Industrials | $248.9K 0.129% | — | 0.0% 848.0 shares | — | — | $118.89B Large Cap | Q2 2025 Held for 5 months | |
Drug Manufacturers - General Healthcare | $235.5K 0.122% | -$72.5K Sold | 0.0% 1.3K shares | 1.7K → 1.3K −$72.5K | -23.54% | $446.55B Mega Cap | Q1 2020 Held for 5y 8m |
