Tower View Wealth Management LLC

Tower View Wealth Management LLC reported 205 holdings worth US$227M as of Jun 30, 2026 (Form 13F)

As of Jun 30, 2026 · Filed Jul 24, 2026

Tower View Wealth Management LLC reported 205 holdings worth US$227M as of Jun 30, 2026. Largest: Taiwan Semiconductor Manufacturing Co., Ltd., Alphabet Inc (google) Class C and Eli Lilly And Company. Filed Jul 24, 2026 (Form 13F).

Holdings
205
Value as reported
US$227M

The filing in full

CompanySharesValue as reported% of portfolio
Taiwan Semiconductor Manufacturing Co., Ltd.36,067US$17.2M7.6%
Alphabet Inc (google) Class C43,746US$15.6M6.9%
Eli Lilly And Company9,568US$11.5M5.0%
Nvidia Corporation51,919US$10.4M4.6%
Quanta Services, Inc.11,371US$8.19M3.6%
Amazon.com, Inc.29,713US$7.08M3.1%
Microsoft Corp.18,048US$6.73M3.0%
Visa Inc.18,494US$6.35M2.8%
Costco Wholesale Corporation6,451US$6.03M2.7%
Parker-hannifin Corporation5,419US$5.3M2.3%
Philip Morris International Inc24,193US$4.38M1.9%
Leonardo Drs, Inc.91,935US$3.92M1.7%
Broadcom Inc.9,183US$3.47M1.5%
Advanced Micro Devices Inc5,884US$3.42M1.5%
Analog Devices, Inc.8,592US$3.41M1.5%
Amphenol Corporation19,251US$3.39M1.5%
Lam Research Corporation7,284US$3.16M1.4%
Jp Morgan Chase & Co.9,245US$3.03M1.3%
Goldman Sachs Group, Inc. (the)2,306US$2.33M1.0%
Intuitive Surgical, Inc.5,713US$2.27M1.00%
Home Depot, Inc. (the)6,343US$2.24M0.98%
Sensient Technologies Corporation17,744US$2.19M0.96%
Cisco Systems, Inc.18,506US$2.17M0.96%
Micron Technology, Inc.1,794US$2.07M0.91%
Ase Technology Holding Co., Ltd.43,990US$1.98M0.87%
Mcdonald's Corporation6,690US$1.81M0.80%
United Therapeutics Corporation3,006US$1.63M0.72%
Walmart Inc.11,818US$1.34M0.59%
Cerebras Systems Inc.5,779US$1.28M0.56%
Echostar Corporation12,108US$1.23M0.54%
Abbvie Inc.4,660US$1.17M0.52%
Oracle Corporation7,999US$1.17M0.52%
Netflix, Inc.16,157US$1.15M0.51%
Union Pacific Corporation4,197US$1.14M0.50%
Carrier Global Corporation10,178US$747K0.33%
Pepsico, Inc.4,370US$592K0.26%
Brixmor Property Group Inc.18,447US$582K0.26%
Space Exploration Technologies Corp3,326US$568K0.25%
Mastercard Incorporated788US$405K0.18%
Exxon Mobil Corporation2,597US$355K0.16%
Caterpillar, Inc.299US$318K0.14%
Mge Energy Inc.3,534US$288K0.13%
Johnson & Johnson951US$242K0.11%
Nextera Energy, Inc.2,610US$229K0.10%
Nisource Inc4,590US$218K0.10%
Walt Disney Company (the)2,069US$199K0.09%
Blackrock, Inc.200US$192K0.08%
Merck & Company, Inc.1,391US$179K0.08%
Stryker Corporation539US$170K0.07%
Iron Mountain Incorporated (delaware)1,324US$167K0.07%
Bristol-myers Squibb Company2,836US$163K0.07%
Charles Schwab Corporation (the)1,700US$157K0.07%
W.w. Grainger, Inc.112US$152K0.07%
Procter & Gamble Company (the)946US$139K0.06%
Phillips 66713US$121K0.05%
Kkr & Co. Inc.1,256US$115K0.05%
Cme Group Inc.494US$109K0.05%
The Carlyle Group Inc.2,291US$96,4600.04%
On Semiconductor Corporation1,000US$94,5400.04%
Tesla, Inc.221US$92,9530.04%
Chevron Corporation490US$81,1620.04%
Essential Utilities, Inc.2,092US$80,1460.04%
Altria Group, Inc.1,085US$78,0480.03%
Fastenal Company1,569US$75,3470.03%
Sysco Corporation900US$75,2220.03%
Canadian Natural Resources Limited1,900US$75,0500.03%
Waste Management, Inc.324US$72,3020.03%
Illinois Tool Works Inc.227US$61,3980.03%
Public Service Enterprise Group Incorporated694US$56,3610.02%
Thermo Fisher Scientific Inc112US$55,9700.02%
Conocophillips496US$51,5190.02%
Blackstone Inc.415US$48,8830.02%
Entergy Corporation413US$47,3850.02%
Mondelez International, Inc.763US$44,1530.02%
Xcel Energy Inc.539US$43,2660.02%
Danaher Corporation214US$40,8470.02%
Oshkosh Corporation (holding Company)200US$30,6960.01%
Pfizer, Inc.1,261US$30,3580.01%
California Water Service Group539US$26,2040.01%
L3harris Technologies, Inc.85US$24,7010.01%
At&t Inc.1,138US$23,5590.01%
Simpson Manufacturing Company, Inc.103US$21,613<0.01%
Kla Corporation71US$21,414<0.01%
Ford Mtr Co Del1,536US$21,354<0.01%
Cameco Corporation200US$20,372<0.01%
Coreweave, Inc.200US$19,908<0.01%
Southern Company (the)197US$18,876<0.01%
Chipotle Mexican Grill, Inc.500US$17,000<0.01%
Calix, Inc400US$14,928<0.01%
Zimmer Biomet Holdings, Inc.130US$11,202<0.01%
Ecolab Inc.40US$11,145<0.01%
Keurig Dr Pepper Inc.325US$10,646<0.01%
Emerson Electric Company63US$9,019<0.01%
General Dynamics Corporation25US$8,856<0.01%
Constellation Energy Corporation35US$8,785<0.01%
Affirm Holdings, Inc.100US$8,155<0.01%
Williams Companies, Inc. (the)97US$7,229<0.01%
Everpure, Inc.90US$7,092<0.01%
O'reilly Automotive, Inc.75US$6,907<0.01%
Amgen Inc.19US$6,876<0.01%

Every holding of Tower View Wealth Management LLC

Source

View original at SEC

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