TOWER VIEW INVESTMENT MANAGEMENT & RESEARCH LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | DRS | 94K | $4.28M |
 | HDB | 89K | $3.03M |
 | CARR | 62K | $3.69M |
 | NVDA | 52K | $9.77M |
 | TSM | 43K | $11.96M |
 | PM | 36K | $5.80M |
 | MMC | 31K | $6.26M |
 | AMZN | 30K | $6.59M |
 | GOOG | 28K | $6.73M |
 | GRMN | 22K | $5.44M |
 | ARM | 21K | $3.01M |
 | GOOGL | 20K | $4.83M |
 | NVMI | 20K | $6.25M |
 | V | 19K | $6.53M |
 | MSFT | 18K | $9.50M |
 | APH | 17K | $2.09M |
 | HD | 16K | $6.61M |
 | PWR | 16K | $6.60M |
 | BRX | 16K | $439.23K |
 | BMI | 16K | $2.77M |
Leonardo DRS, Inc.
DRS
Shares Held
94K
Value
$4.28M
HDFC Bank Limited
HDB
Shares Held
89K
Value
$3.03M
Carrier Global Corporation
CARR
Shares Held
62K
Value
$3.69M
NVIDIA Corporation
NVDA
Shares Held
52K
Value
$9.77M
Taiwan Semiconductor Manufacturing Company Limited
TSM
Shares Held
43K
Value
$11.96M
Philip Morris International Inc.
PM
Shares Held
36K
Value
$5.80M
Marsh & McLennan Companies, Inc.
MMC
Shares Held
31K
Value
$6.26M
Amazon.com, Inc.
AMZN
Shares Held
30K
Value
$6.59M
Alphabet Inc.
GOOG
Shares Held
28K
Value
$6.73M
Garmin Ltd.
GRMN
Shares Held
22K
Value
$5.44M
Arm Holdings plc American Depositary Shares
ARM
Shares Held
21K
Value
$3.01M
Alphabet Inc.
GOOGL
Shares Held
20K
Value
$4.83M
Nova Ltd.
NVMI
Shares Held
20K
Value
$6.25M
Visa Inc.
V
Shares Held
19K
Value
$6.53M
Microsoft Corporation
MSFT
Shares Held
18K
Value
$9.50M
Amphenol Corporation
APH
Shares Held
17K
Value
$2.09M
The Home Depot, Inc.
HD
Shares Held
16K
Value
$6.61M
Quanta Services, Inc.
PWR
Shares Held
16K
Value
$6.60M
Brixmor Property Group Inc.
BRX
Shares Held
16K
Value
$439.23K
Badger Meter, Inc.
BMI
Shares Held
16K
Value
$2.77M