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Portfolio (Quarterly) Guide ↗

TOWER TRUST & INVESTMENT Co

· CIK 0002067591
13F Portfolio $165M AUM 248 positions Filed Jul 9, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 48 New 35 Added 65 Reduced 9 Exited
Page 1 of 2  ·  35 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 AVGO BROADCOM INC COM Technology 8,686.0 $3.3M 1.99% +3K +61.2% $377.74 -2.4%
2 KLAC KLA-TENCOR CORP COM Technology 7,456.0 $2.2M 1.36% +7K +829.7% $301.70 -41.8%
3 BA BOEING CO Industrials 5,335.0 $1.2M 0.70% +76.0 +1.4% $216.46 -3.1%
4 BND VANGUARD B TOTAL BOND 14,164.0 $1.0M 0.63% +2K +21.1% $73.40 -1.5%
5 SCHW CHARLES SCHWAB CORP NEW Financial Services 11,205.0 $1.0M 0.63% +214.0 +1.9% $92.26 +19.4%
6 DE DEERE & CO Industrials 1,562.0 $991K 0.60% +800.0 +105.0% $634.33 -0.6%
7 VO VANGUARD MID CAP ETF 11,519.0 $928K 0.56% +8K +279.7% $80.56 +2.4%
8 VCIT VANGUARD SCOTTSDALE FDS INT-TERM CORP 10,923.0 $903K 0.55% +1K +13.0% $82.65 -1.8%
9 CRM SALESFORCE INC COM Technology 5,573.0 $873K 0.53% +96.0 +1.8% $156.65 +63.4%
10 SLB SCHLUMBERGER LTD Energy 18,466.0 $858K 0.52% +283.0 +1.6% $46.49 +23.3%
11 FCX FREEPORT MCMORAN CORP COPPER & GOLD INC CL B Basic Materials 12,020.0 $756K 0.46% +828.0 +7.4% $62.88 +21.6%
12 TPR TAPESTRY INC COM Consumer Cyclical 4,658.0 $682K 0.41% +158.0 +3.5% $146.37 -14.3%
13 IEMG ISHARES INC CORE MSCI EMKT 7,918.0 $656K 0.40% +2K +35.9% $82.84 -1.2%
14 BMY BRISTOL MYERS SQUIBB CO Healthcare 10,147.0 $585K 0.35% +154.0 +1.5% $57.60 +15.6%
15 GS GOLDMAN SACHS GROUP INC COM Financial Services 478.0 $483K 0.29% +450.0 +1607.1% $1011.29 +2.2%
16 BDX BECTON DICKINSON & CO Healthcare 2,282.0 $345K 0.21% +102.0 +4.7% $151.31 +25.3%
17 IGF ISHARES GLOBAL INFRASTRCTUREETF 4,626.0 $308K 0.19% +2K +57.6% $66.60 -2.5%
18 VGT VANGUARD WORLD FDS INF TECH ETF 1,536.0 $184K 0.11% +1K +700.0% $119.52 +0.5%
19 INTC INTEL CORP Technology 1,305.0 $182K 0.11% +9.0 +0.7% $139.63 -35.9%
20 Q QNITY ELECTRONICS INC COMMON STOCK Technology 776.0 $127K 0.08% +5.0 +0.7% $163.31 -26.4%
Page 1 of 2  ·  35 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 45.2%
Financial Services 10.9%
Consumer Cyclical 9.2%
Communication Services 8.4%
Industrials 8.3%
Healthcare 7.3%
Consumer Defensive 4.0%
Energy 3.0%
Utilities 2.1%
Real Estate 0.8%