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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 11 of 13  ·  247 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 OXY OCCIDENTAL PETROLEUM CORP Energy 86.0 $4K 0.00% $48.56 +21.7%
202 HELO JPM HEDGED EQ LADDER OVERLAY ETF 61.0 $4K 0.00% NEW $67.57 +3.1%
203 WTBA WEST BANCORPORATION INC CAP STK Financial Services 155.0 $4K 0.00% $26.52 +7.4%
204 JFLX JPM FLEXIBLE DEBT ETF 79.0 $4K 0.00% NEW $50.39 -1.0%
205 FIS FIDELITY NATL INFO SERVICES Technology 98.0 $4K 0.00% $38.88 +6.6%
206 OKLO OKLO INC Utilities 68.0 $4K 0.00% $52.32 -23.3%
207 ACHR ARCHER AVIATION INC COM CL A Industrials 707.0 $3K 0.00% $4.73 +21.6%
208 CARNIVAL CORP LTD 100.0 $3K 0.00% NEW $28.56
209 AA ALCOA CORP COM Basic Materials 44.0 $2K 0.00% $52.11 -3.4%
210 SNDK SANDISK CORP Technology 1.0 $2K 0.00% NEW $2273.00 -34.7%
211 AMAT APPLIED MATERIALS INC DELAWARE Technology 3.0 $2K 0.00% NEW $723.00 -36.1%
212 GEHC GE HEALTHCARE TECHNOLOGIES ICOMMON STOCK Healthcare 28.0 $2K 0.00% $64.00 +12.1%
213 ROK ROCKWELL AUTOMATION INC Industrials 3.0 $1K 0.00% NEW $495.00 -13.0%
214 ARM ARM HOLDINGS PLC Technology 4.0 $1K 0.00% NEW $354.50 -32.6%
215 LRCX LAM RESEARCH Technology 3.0 $1K 0.00% NEW $433.00 -30.3%
216 FLEX FLEXTRONICS INTERNATIONAL LTD Technology 8.0 $1K 0.00% NEW $162.00 -31.8%
217 EW EDWARDS LIFESCIENCES CORP Healthcare 14.0 $1K 0.00% NEW $90.43 -0.2%
218 BKR BAKER HUGHES COMPANY CL A Energy 22.0 $1K 0.00% NEW $55.50 +12.5%
219 ATI ATI INC Industrials 6.0 $1K 0.00% NEW $197.00 +7.0%
220 LHX L3HARRIS TECHNOLOGIES INC Industrials 4.0 $1K 0.00% NEW $290.50 -9.5%
Page 11 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%