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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 3 of 4  ·  65 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 KKR KKR & COMPANY INC 7,285.0 $669K 0.41% -3K -25.9% $91.77
42 PCAR PACCAR INC COM Industrials 5,388.0 $647K 0.39% -90.0 -1.6% $120.11 +4.4%
43 LOW LOWE'S COMPANIES INC Consumer Cyclical 2,864.0 $631K 0.38% -248.0 -8.0% $220.49 -5.6%
44 DIS WALT DISNEY COMPANY Communication Services 6,331.0 $609K 0.37% -154.0 -2.4% $96.24 +12.3%
45 BIIB BIOGEN IDEC INC Healthcare 2,818.0 $609K 0.37% -50.0 -1.7% $216.04 +1.1%
46 MCD MCDONALD'S CORP Consumer Cyclical 1,942.0 $525K 0.32% -142.0 -6.8% $270.27 -1.9%
47 VB VANGUARD INDEX FDS SMALL CP ETF 1,680.0 $509K 0.31% -32.0 -1.9% $303.11 -0.8%
48 PYPL PAYPAL HOLDINGS INC Financial Services 11,129.0 $481K 0.29% -2K -14.1% $43.18 +24.3%
49 ZBH ZIMMER HLDGS INC COM Healthcare 5,311.0 $457K 0.28% -1K -18.2% $86.08 +17.2%
50 PFE PFIZER INC COM Healthcare 18,965.0 $456K 0.28% -3K -12.6% $24.07 +16.2%
51 NKE NIKE INC CL B Consumer Cyclical 9,993.0 $410K 0.25% -865.0 -8.0% $41.03 -3.5%
52 JNK SPDR SERIES TRUST BLOOMBERG BRCLYS 3,838.0 $370K 0.22% -216.0 -5.3% $96.37 -0.4%
53 BBWI BATH & BODY WORKS INC COM Consumer Cyclical 12,580.0 $291K 0.18% -2K -15.4% $23.12 -16.9%
54 ADBE ADOBE SYS INC COM Technology 1,320.0 $271K 0.16% -651.0 -33.0% $205.00 +42.2%
55 INTU INTUIT INC Technology 1,016.0 $265K 0.16% -228.0 -18.3% $261.00 +37.2%
56 ACN ACCENTURE PLC IRELAND SHS CLASS A Technology 1,797.0 $224K 0.14% -682.0 -27.5% $124.41 +52.4%
57 GWW GRAINGER W W INC COM Industrials 164.0 $223K 0.14% -9.0 -5.2% $1360.39 -4.0%
58 VNQ VANGUARD REAL ESTATE INDEX FUND 2,141.0 $206K 0.12% -739.0 -25.7% $96.43 +0.8%
59 MRSH MARSH & MCLENNAN COMPANY INC Financial Services 828.0 $138K 0.08% -3K -79.6% $166.66 +15.6%
60 LNT ALLIANT ENERGY CORP COM Utilities 1,420.0 $108K 0.07% -300.0 -17.4% $76.29 -10.8%
Page 3 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%