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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 10 of 13  ·  247 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 ITW ILLINOIS TOOL WORK INC COM Industrials 37.0 $10K 0.01% $270.46 +3.6%
182 WIX WIX COM LTD SHS Technology 215.0 $10K 0.01% $45.36 +93.2%
183 MMM 3M CO Industrials 54.0 $9K 0.01% $161.91 +7.7%
184 ABNB AIRBNB INC Consumer Cyclical 59.0 $8K 0.01% NEW $143.08 +32.4%
185 NEWSMAX INC COM SHS CLASS B 902.0 $7K 0.01% $8.28
186 GGG GRACO INC COM Industrials 97.0 $7K 0.00% $75.61 +4.9%
187 WY WEYERHAEUSER CO COM Real Estate 281.0 $7K 0.00% $23.93 -1.2%
188 DFAC DFA US CORE EQUITY 2 151.0 $7K 0.00% $44.36 +2.8%
189 NUE NUCOR CORP COM Basic Materials 30.0 $7K 0.00% $222.73 +12.5%
190 BP BP PLC SPONSORED ADR Energy 178.0 $7K 0.00% $36.95 +14.1%
191 RKLB ROCKET LAB CORP COM Industrials 64.0 $7K 0.00% $101.64 -36.6%
192 CTSH COGNIZANT TECHNOLOGY SOLUTIONS CORP CL A Technology 155.0 $6K 0.00% $38.72 +65.4%
193 AZN ASTRAZENECA PLC Healthcare 31.0 $6K 0.00% +4.0 +14.8% $189.58 -14.2%
194 NOW SERVICE NOW INC Technology 58.0 $6K 0.00% NEW $99.28 +45.8%
195 BAC BANK OF AMERICA CORPORATION Financial Services 100.0 $6K 0.00% $56.97 +9.4%
196 ADM ARCHER-DANIELS MIDLAND CO Consumer Defensive 74.0 $6K 0.00% $76.39 +6.7%
197 DEO DIAGEO PLC SPON ADR NEW Consumer Defensive 66.0 $5K 0.00% $80.38 +15.7%
198 VOD VODAFONE GROUP PLC NEW SPONSORED ADR Communication Services 388.0 $5K 0.00% $13.22 +21.3%
199 UA UNDER ARMOUR INC 704.0 $4K 0.00% $6.22
200 NNE NANO NUCLEAR ENERGY Industrials 200.0 $4K 0.00% NEW $21.13 -15.0%
Page 10 of 13  ·  247 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%