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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 3  ·  48 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 WPC WP CAREY INC Real Estate 1,212.0 $87K 0.05% NEW $71.50 -1.4%
2 USPX FRANKLIN US EQUITY INDEX ETF 1,252.0 $82K 0.05% NEW $65.29 +3.0%
3 DUPONT DE NEMOURS INC 513.0 $70K 0.04% NEW $135.64
4 ALL ALLSTATE CORP Financial Services 74.0 $18K 0.01% NEW $237.93 +9.5%
5 DJT TRUMP MEDIA TECHNOLOGY GROUP Communication Services 2,137.0 $17K 0.01% NEW $7.74 +24.5%
6 BBUS JPM BETABUILDERS US EQUITY ETF 98.0 $13K 0.01% NEW $134.71 +3.0%
7 DRI DARDEN RESTAURANTS COM Consumer Cyclical 62.0 $13K 0.01% NEW $206.00 +4.7%
8 JAVA JPM ACTIVE VALUE ETF 145.0 $12K 0.01% NEW $79.40 +4.8%
9 GLDM SPDR GOLD MINISHARES TRUST Financial Services 139.0 $11K 0.01% NEW $79.42 +11.1%
10 ABNB AIRBNB INC Consumer Cyclical 59.0 $8K 0.01% NEW $143.08 +32.4%
11 NOW SERVICE NOW INC Technology 58.0 $6K 0.00% NEW $99.28 +45.8%
12 NNE NANO NUCLEAR ENERGY Industrials 200.0 $4K 0.00% NEW $21.13 -15.0%
13 HELO JPM HEDGED EQ LADDER OVERLAY ETF 61.0 $4K 0.00% NEW $67.57 +3.1%
14 JFLX JPM FLEXIBLE DEBT ETF 79.0 $4K 0.00% NEW $50.39 -1.0%
15 CARNIVAL CORP LTD 100.0 $3K 0.00% NEW $28.56
16 SNDK SANDISK CORP Technology 1.0 $2K 0.00% NEW $2273.00 -34.7%
17 AMAT APPLIED MATERIALS INC DELAWARE Technology 3.0 $2K 0.00% NEW $723.00 -36.1%
18 ROK ROCKWELL AUTOMATION INC Industrials 3.0 $1K 0.00% NEW $495.00 -13.0%
19 ARM ARM HOLDINGS PLC Technology 4.0 $1K 0.00% NEW $354.50 -32.6%
20 LRCX LAM RESEARCH Technology 3.0 $1K 0.00% NEW $433.00 -30.3%
Page 1 of 3  ·  48 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%