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TOWER VIEW INVESTMENT MANAGEMENT & RESEARCH LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Leonardo DRS, Inc.DRS91.94K$3.92M
NVIDIA CorporationNVDA51.92K$10.39M
ASE Technology Holding Co., Ltd.ASX43.99K$1.98M
Taiwan Semiconductor Manufacturing Company LimitedTSM36.07K$17.22M
Amazon.com, Inc.AMZN29.71K$7.08M
Alphabet Inc.GOOG25.7K$9.08M
Philip Morris International Inc.PM24.19K$4.38M
Garmin Ltd.GRMN21.16K$5.03M
Amphenol CorporationAPH19.25K$3.39M
Cisco Systems, Inc.CSCO18.51K$2.17M
Visa Inc.V18.49K$6.35M
Brixmor Property Group Inc.BRX18.45K$581.64K
Alphabet Inc.GOOGL18.33K$6.55M
Microsoft CorporationMSFT18.05K$6.73M
Sensient Technologies CorporationSXT17.74K$2.19M
Netflix, Inc.NFLX16.16K$1.15M
EC ECHOSTAR CORP CL ASATS12.11K$1.23M
Walmart Inc.WMT11.82K$1.34M
Baidu, Inc.BIDU11.54K$1.32M
Quanta Services, Inc.PWR11.37K$8.19M