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Portfolio (Quarterly) Guide ↗

TOWER TRUST & INVESTMENT Co

· CIK 0002067591
13F Portfolio $152M AUM 209 positions Filed Apr 8, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 13 New 37 Added 33 Reduced 9 Exited
Page 4 of 11  ·  208 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 TPR TAPESTRY INC COM Consumer Cyclical 4,500.0 $635K 0.42% +66.0 +1.5% $141.09 -1.8%
62 PCAR PACCAR INC COM Industrials 5,478.0 $633K 0.41% NEW $115.49 -5.3%
63 DIS WALT DISNEY COMPANY Communication Services 6,485.0 $625K 0.41% +318.0 +5.2% $96.37 +6.9%
64 PFE PFIZER INC COM Healthcare 21,705.0 $609K 0.40% +302.0 +1.4% $28.07 -7.7%
65 BMY BRISTOL MYERS SQUIBB CO Healthcare 9,993.0 $606K 0.40% -134.0 -1.3% $60.64 -2.0%
66 ZBH ZIMMER HLDGS INC COM Healthcare 6,497.0 $587K 0.39% -169.0 -2.5% $90.41 -5.6%
67 CEG CONSTELLATION ENERGY CORP COM Utilities 2,101.0 $587K 0.39% $279.25 +5.3%
68 PYPL PAYPAL HOLDINGS INC Financial Services 12,962.0 $586K 0.39% +94.0 +0.7% $45.22 -2.2%
69 NKE NIKE INC CL B Consumer Cyclical 10,858.0 $573K 0.38% $52.80 -15.4%
70 DEERE & CO 1,000.0 $563K 0.37% $563.29
71 INTU INTUIT INC Technology 1,244.0 $538K 0.35% +49.0 +4.1% $432.33 -26.0%
72 BIIB BIOGEN IDEC INC Healthcare 2,868.0 $526K 0.34% $183.30 +5.7%
73 ACN ACCENTURE PLC IRELAND SHS CLASS A Technology 2,479.0 $491K 0.32% -16.0 -0.6% $198.26 -9.6%
74 AEE AMEREN CORPORATION Utilities 4,361.0 $479K 0.32% $109.92 +1.2%
75 ADBE ADOBE SYS INC COM Technology 1,971.0 $479K 0.31% $243.05 +0.7%
76 VB VANGUARD INDEX FDS SMALL CP ETF 1,712.0 $448K 0.29% +93.0 +5.7% $261.91 +10.4%
77 DE DEERE & CO Industrials 762.0 $429K 0.28% -30.0 -3.8% $563.28 -6.1%
78 IEMG ISHARES INC CORE MSCI EMKT 5,825.0 $406K 0.27% +119.0 +2.1% $69.75 +15.5%
79 JNK SPDR SERIES TRUST BLOOMBERG BRCLYS 4,054.0 $388K 0.26% +272.0 +7.2% $95.72 +0.6%
80 FTEC FIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETF 1,657.0 $345K 0.23% $208.05 +32.8%
Page 4 of 11  ·  208 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 38.4%
Communication Services 12.9%
Financial Services 11.7%
Consumer Cyclical 9.3%
Industrials 8.4%
Healthcare 7.3%
Consumer Defensive 4.4%
Energy 3.8%
Utilities 2.3%
Real Estate 0.8%