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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 2 of 4  ·  65 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 ETN EATON CORPORATION COMMON Industrials 3,548.0 $1.5M 0.92% -446.0 -11.2% $426.09 -5.5%
22 RTX RAYTHEON TECHNOLOGIES CORP COM Industrials 7,829.0 $1.5M 0.90% -178.0 -2.2% $189.72 +11.6%
23 XOM EXXON MOBIL CORP Energy 9,794.0 $1.3M 0.81% -74.0 -0.8% $136.71 +14.6%
24 GSK GSK PLC SPONSORED ADR Healthcare 22,861.0 $1.2M 0.73% -146.0 -0.6% $52.42 -3.0%
25 EMR EMERSON ELECTRIC CO Industrials 8,172.0 $1.2M 0.71% -5K -36.4% $143.14 +8.4%
26 KO COCA-COLA CO COM Consumer Defensive 13,239.0 $1.1M 0.65% -355.0 -2.6% $81.27 +10.3%
27 ORCL ORACLE CORP Technology 7,249.0 $1.1M 0.65% -274.0 -3.6% $146.54 +2.9%
28 MDT MEDTRONIC PLC Healthcare 13,011.0 $1.0M 0.62% -2K -12.4% $78.22 +16.6%
29 NEE NEXTERA ENERGY INC COM Utilities 11,121.0 $976K 0.59% -57.0 -0.5% $87.76 -6.8%
30 NFLX NETFLIX INC Communication Services 12,988.0 $927K 0.56% -1K -7.7% $71.40 +14.5%
31 GD GENERAL DYNAMICS CORP Industrials 2,526.0 $895K 0.54% -107.0 -4.1% $354.20 +7.1%
32 BX BLACKSTONE INC COM Financial Services 7,436.0 $875K 0.53% -779.0 -9.5% $117.66 +21.0%
33 HD HOME DEPOT INC Consumer Cyclical 2,435.0 $859K 0.52% -211.0 -8.0% $352.65 -6.4%
34 AMT AMERICAN TOWER CORP NEW COM Real Estate 4,944.0 $809K 0.49% -74.0 -1.5% $163.56 +7.7%
35 OVV OVINTIV INC COM Energy 14,691.0 $773K 0.47% -514.0 -3.4% $52.65 +22.7%
36 PG PROCTER & GAMBLE CO Consumer Defensive 5,218.0 $765K 0.46% -134.0 -2.5% $146.63 -2.0%
37 ICE INTERCONTINENTAL EXCHANGE INC Financial Services 6,160.0 $758K 0.46% -88.0 -1.4% $123.10 +31.9%
38 CVX CHEVRON CORPORATION Energy 4,518.0 $749K 0.45% -30.0 -0.7% $165.75 +21.8%
39 VOO VANGUARD I S&P 500 ETF SHS 1,082.0 $743K 0.45% -14.0 -1.3% $686.80 +3.0%
40 MDLZ MONDELEZ INTERNATIONAL INC COM Consumer Defensive 12,303.0 $712K 0.43% -506.0 -4.0% $57.83 +7.8%
Page 2 of 4  ·  65 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%