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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
# Ticker Company Sector Shares Value ↓ % Port Status
1 HON HONEYWELL INTERNATIONAL INC Industrials 3,431 $776K 0.51% SOLD
2 DD DUPONT DE NEMOURS INC Basic Materials 1,542 $71K 0.05% SOLD
3 IJK ISHARES TR S&P MC 400 GRW 75 $8K 0.01% SOLD
4 IJJ ISHARES TR S&P MIDCP VALU 40 $5K 0.00% SOLD
5 CCL CARNIVAL CORP Consumer Cyclical 100 $3K 0.00% SOLD
6 IJR ISHARES TRUST S& P SMALLCAP 600 INDEX FD 20 $2K 0.00% SOLD
7 MAS MASCO CORP Industrials 29 $2K 0.00% SOLD
8 CMCSA COMCAST CORPORATION Communication Services 45 $1K 0.00% SOLD
9 VSNT VERSANT MEDIA GROUP INC COM CL A Industrials 1 $37.0 SOLD
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%