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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 13 of 13  ·  247 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 TDY TELEDYNE TECHNOLOGIES INC Technology 1.0 $666.0 NEW $666.00 -6.6%
242 DASH DOORDASH INC CL A Communication Services 3.0 $553.0 NEW $184.33 +28.4%
243 KRMN KARMAN HOLDINGS INC Industrials 8.0 $399.0 NEW $49.88 -8.6%
244 CRWV COREWEAVE INC Technology 3.0 $298.0 NEW $99.33 -15.2%
245 OCCIDENTAL PETE CORP WTS EXP 08/03/2027 10.0 $266.0 $26.60
246 CC CHEMOURS CO Basic Materials 10.0 $205.0 $20.50 -23.8%
247 OGN ORGANON & CO COMMON STOCK Healthcare 6.0 $81.0 $13.50 +1.9%
Page 13 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%