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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 3 of 13  ·  247 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 VCIT VANGUARD SCOTTSDALE FDS INT-TERM CORP 10,923.0 $903K 0.55% +1K +13.0% $82.65 -1.8%
42 GD GENERAL DYNAMICS CORP Industrials 2,526.0 $895K 0.54% -107.0 -4.1% $354.20 +7.1%
43 BX BLACKSTONE INC COM Financial Services 7,436.0 $875K 0.53% -779.0 -9.5% $117.66 +21.0%
44 CRM SALESFORCE INC COM Technology 5,573.0 $873K 0.53% +96.0 +1.8% $156.65 +63.4%
45 HD HOME DEPOT INC Consumer Cyclical 2,435.0 $859K 0.52% -211.0 -8.0% $352.65 -6.4%
46 SLB SCHLUMBERGER LTD Energy 18,466.0 $858K 0.52% +283.0 +1.6% $46.49 +23.3%
47 YUM YUM BRANDS INC COM Consumer Cyclical 5,096.0 $815K 0.49% $159.85 -3.7%
48 AMT AMERICAN TOWER CORP NEW COM Real Estate 4,944.0 $809K 0.49% -74.0 -1.5% $163.56 +7.7%
49 OVV OVINTIV INC COM Energy 14,691.0 $773K 0.47% -514.0 -3.4% $52.65 +22.7%
50 PG PROCTER & GAMBLE CO Consumer Defensive 5,218.0 $765K 0.46% -134.0 -2.5% $146.63 -2.0%
51 ICE INTERCONTINENTAL EXCHANGE INC Financial Services 6,160.0 $758K 0.46% -88.0 -1.4% $123.10 +31.9%
52 FCX FREEPORT MCMORAN CORP COPPER & GOLD INC CL B Basic Materials 12,020.0 $756K 0.46% +828.0 +7.4% $62.88 +21.6%
53 CVX CHEVRON CORPORATION Energy 4,518.0 $749K 0.45% -30.0 -0.7% $165.75 +21.8%
54 VOO VANGUARD I S&P 500 ETF SHS 1,082.0 $743K 0.45% -14.0 -1.3% $686.80 +3.0%
55 WFC WELLS FARGO & CO NEW Financial Services 8,908.0 $736K 0.45% $82.63 +4.9%
56 MDLZ MONDELEZ INTERNATIONAL INC COM Consumer Defensive 12,303.0 $712K 0.43% -506.0 -4.0% $57.83 +7.8%
57 TPR TAPESTRY INC COM Consumer Cyclical 4,658.0 $682K 0.41% +158.0 +3.5% $146.37 -14.3%
58 KKR KKR & COMPANY INC 7,285.0 $669K 0.41% -3K -25.9% $91.77
59 IEMG ISHARES INC CORE MSCI EMKT 7,918.0 $656K 0.40% +2K +35.9% $82.84 -1.2%
60 PCAR PACCAR INC COM Industrials 5,388.0 $647K 0.39% -90.0 -1.6% $120.11 +4.4%
Page 3 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%