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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 2 of 13  ·  247 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 CSCO CISCO SYSTEMS INC Technology 13,693.0 $1.6M 0.98% -3K -19.1% $117.46 -6.4%
22 CVS CVS HEALTH CORPORATION Healthcare 15,165.0 $1.6M 0.95% -608.0 -3.9% $103.45 -10.0%
23 ETN EATON CORPORATION COMMON Industrials 3,548.0 $1.5M 0.92% -446.0 -11.2% $426.09 -5.5%
24 RTX RAYTHEON TECHNOLOGIES CORP COM Industrials 7,829.0 $1.5M 0.90% -178.0 -2.2% $189.72 +11.6%
25 XOM EXXON MOBIL CORP Energy 9,794.0 $1.3M 0.81% -74.0 -0.8% $136.71 +14.6%
26 JNJ JOHNSON & JOHNSON Healthcare 4,757.0 $1.2M 0.73% $253.95 +5.5%
27 GSK GSK PLC SPONSORED ADR Healthcare 22,861.0 $1.2M 0.73% -146.0 -0.6% $52.42 -3.0%
28 LLY ELI LILLY & CO Healthcare 992.0 $1.2M 0.72% $1199.42 -2.2%
29 EMR EMERSON ELECTRIC CO Industrials 8,172.0 $1.2M 0.71% -5K -36.4% $143.14 +8.4%
30 BA BOEING CO Industrials 5,335.0 $1.2M 0.70% +76.0 +1.4% $216.46 -3.1%
31 AMERISOURCEBERGEN CORP COM 4,049.0 $1.1M 0.69% $282.95
32 KO COCA-COLA CO COM Consumer Defensive 13,239.0 $1.1M 0.65% -355.0 -2.6% $81.27 +10.3%
33 ORCL ORACLE CORP Technology 7,249.0 $1.1M 0.65% -274.0 -3.6% $146.54 +2.9%
34 BND VANGUARD B TOTAL BOND 14,164.0 $1.0M 0.63% +2K +21.1% $73.40 -1.5%
35 SCHW CHARLES SCHWAB CORP NEW Financial Services 11,205.0 $1.0M 0.63% +214.0 +1.9% $92.26 +19.4%
36 MDT MEDTRONIC PLC Healthcare 13,011.0 $1.0M 0.62% -2K -12.4% $78.22 +16.6%
37 DE DEERE & CO Industrials 1,562.0 $991K 0.60% +800.0 +105.0% $634.33 -0.6%
38 NEE NEXTERA ENERGY INC COM Utilities 11,121.0 $976K 0.59% -57.0 -0.5% $87.76 -6.8%
39 VO VANGUARD MID CAP ETF 11,519.0 $928K 0.56% +8K +279.7% $80.56 +2.4%
40 NFLX NETFLIX INC Communication Services 12,988.0 $927K 0.56% -1K -7.7% $71.40 +14.5%
Page 2 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%