TOWER VIEW INVESTMENT MANAGEMENT & RESEARCH LLC
Latest 13F filing data - Q1 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | DRS | 91K | $4.07M |
 | NVDA | 51K | $8.97M |
 | TSM | 37K | $12.36M |
 | AMZN | 30K | $6.18M |
 | PM | 27K | $4.51M |
 | GOOG | 26K | $7.39M |
 | GRMN | 21K | $4.92M |
 | CSCO | 19K | $1.45M |
 | V | 19K | $5.63M |
 | GOOGL | 18K | $5.32M |
 | MSFT | 18K | $6.66M |
 | ARM | 18K | $2.68M |
 | APH | 17K | $2.15M |
 | NFLX | 16K | $1.56M |
 | NVMI | 14K | $6.19M |
 | BRX | 14K | $394.16K |
 | PWR | 13K | $7.10M |
 | MCD | 12K | $3.61M |
 | CARR | 12K | $648.69K |
 | BIDU | 11K | $1.28M |
Leonardo DRS, Inc.
DRS
Shares Held
91K
Value
$4.07M
NVIDIA Corporation
NVDA
Shares Held
51K
Value
$8.97M
Taiwan Semiconductor Manufacturing Company Limited
TSM
Shares Held
37K
Value
$12.36M
Amazon.com, Inc.
AMZN
Shares Held
30K
Value
$6.18M
Philip Morris International Inc.
PM
Shares Held
27K
Value
$4.51M
Alphabet Inc.
GOOG
Shares Held
26K
Value
$7.39M
Garmin Ltd.
GRMN
Shares Held
21K
Value
$4.92M
Cisco Systems, Inc.
CSCO
Shares Held
19K
Value
$1.45M
Visa Inc.
V
Shares Held
19K
Value
$5.63M
Alphabet Inc.
GOOGL
Shares Held
18K
Value
$5.32M
Microsoft Corporation
MSFT
Shares Held
18K
Value
$6.66M
Arm Holdings plc American Depositary Shares
ARM
Shares Held
18K
Value
$2.68M
Amphenol Corporation
APH
Shares Held
17K
Value
$2.15M
Netflix, Inc.
NFLX
Shares Held
16K
Value
$1.56M
Nova Ltd.
NVMI
Shares Held
14K
Value
$6.19M
Brixmor Property Group Inc.
BRX
Shares Held
14K
Value
$394.16K
Quanta Services, Inc.
PWR
Shares Held
13K
Value
$7.10M
McDonald's Corporation
MCD
Shares Held
12K
Value
$3.61M
Carrier Global Corporation
CARR
Shares Held
12K
Value
$648.69K
Baidu, Inc.
BIDU
Shares Held
11K
Value
$1.28M