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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 4 of 4  ·  65 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 T AT & T INC Communication Services 5,195.0 $108K 0.07% -74.0 -1.4% $20.70 +25.6%
62 SOLS SOLSTICE ADVANCED MATLS INC COM SHS Basic Materials 848.0 $75K 0.05% -12.0 -1.4% $88.60 -28.3%
63 WAT WATERS CORP COM Healthcare 190.0 $71K 0.04% -44.0 -18.8% $375.00 +10.6%
64 MCHP MICROCHIP TECHNOLOGY INC Technology 650.0 $59K 0.04% -12.0 -1.8% $91.20 -20.0%
65 DHR DANAHER CORP Healthcare 128.0 $24K 0.01% -93.0 -42.1% $190.48 +13.4%
Page 4 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%