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TOWER VIEW INVESTMENT MANAGEMENT & RESEARCH LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Intuitive Surgical, Inc.ISRG5.71K$2.27M
Cerebras Systems Inc.CBRS5.78K$1.28M
Advanced Micro Devices, Inc.AMD5.88K$3.42M
The Home Depot, Inc.HD6.34K$2.24M
Costco Wholesale CorporationCOST6.45K$6.03M
McDonald's CorporationMCD6.69K$1.81M
Lam Research CorporationLRCX7.28K$3.16M
Oracle CorporationORCL8K$1.17M
Eaton Corporation plcETN8.21K$3.5M
Arm Holdings plc American Depositary SharesARM8.31K$2.95M
Analog Devices, Inc.ADI8.59K$3.41M
Broadcom Inc.AVGO9.18K$3.47M
JPMorgan Chase & Co.JPM9.24K$3.03M
Eli Lilly and CompanyLLY9.57K$11.48M
Carrier Global CorporationCARR10.18K$746.53K
Nova Ltd.NVMI11.32K$6.14M
Quanta Services, Inc.PWR11.37K$8.19M
Baidu, Inc.BIDU11.54K$1.32M
Walmart Inc.WMT11.82K$1.34M
EC ECHOSTAR CORP CL ASATS12.11K$1.23M