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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 12 of 13  ·  247 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 EQIX EQUINIX INC Real Estate 1.0 $1K 0.00% NEW $1042.00 +0.2%
222 GLW CORNING INC COM Technology 4.0 $1K 0.00% NEW $255.25 -41.7%
223 TER TERADYNE INC Technology 2.0 $967.0 0.00% NEW $483.50 -26.6%
224 SYK STRYKER CORPORATION Healthcare 3.0 $944.0 0.00% NEW $314.67 +5.1%
225 DXCM DEXCOM INC Healthcare 14.0 $942.0 0.00% NEW $67.29 +35.0%
226 CCJ CAMECO CORP Energy 9.0 $916.0 0.00% NEW $101.78 -1.7%
227 BE BLOOM ENERGY CORP Industrials 3.0 $908.0 0.00% NEW $302.67 -30.4%
228 FG F&G ANNUITIES & LIFE INC COMMON STOCK Financial Services 34.0 $904.0 0.00% $26.59 -9.8%
229 TXN TEXAS INSTRUMENTS INC Technology 3.0 $894.0 0.00% NEW $298.00 -13.2%
230 NXPI NXP SEMICONDUCTORS NV Technology 3.0 $843.0 0.00% NEW $281.00 -20.4%
231 NOK NOKIA CORP Technology 62.0 $823.0 NEW $13.27 -23.1%
232 XPO XPO INC Industrials 4.0 $821.0 NEW $205.25 -8.1%
233 ISRG INTUITIVE SURGICAL INC COM NEW Healthcare 2.0 $795.0 NEW $397.50 -6.3%
234 LSCC LATTICE SEMICONDUCTOR CORP Technology 5.0 $764.0 NEW $152.80 -25.1%
235 CW CURTISS WRIGHT CORP Industrials 1.0 $757.0 NEW $757.00 -21.2%
236 PWR QUANTA SERVICES Industrials 1.0 $720.0 NEW $720.00 -16.3%
237 ILMN ILLUMINA INC Healthcare 4.0 $703.0 NEW $175.75 +22.7%
238 SHOP SHOPIFY INC Technology 6.0 $685.0 NEW $114.17 +33.9%
239 OKTA OKTA INC Technology 5.0 $682.0 NEW $136.40 +21.9%
240 VRT VERTIV HOLDINGS CO COM CL A Industrials 2.0 $669.0 NEW $334.50 -23.1%
Page 12 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%