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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 4 of 13  ·  247 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 DEERE & CO 1,000.0 $634K 0.39% $634.33
62 LOW LOWE'S COMPANIES INC Consumer Cyclical 2,864.0 $631K 0.38% -248.0 -8.0% $220.49 -5.6%
63 DIS WALT DISNEY COMPANY Communication Services 6,331.0 $609K 0.37% -154.0 -2.4% $96.24 +12.3%
64 BIIB BIOGEN IDEC INC Healthcare 2,818.0 $609K 0.37% -50.0 -1.7% $216.04 +1.1%
65 BMY BRISTOL MYERS SQUIBB CO Healthcare 10,147.0 $585K 0.35% +154.0 +1.5% $57.60 +15.6%
66 MCD MCDONALD'S CORP Consumer Cyclical 1,942.0 $525K 0.32% -142.0 -6.8% $270.27 -1.9%
67 CEG CONSTELLATION ENERGY CORP COM Utilities 2,101.0 $522K 0.32% $248.37 +11.4%
68 VB VANGUARD INDEX FDS SMALL CP ETF 1,680.0 $509K 0.31% -32.0 -1.9% $303.11 -0.8%
69 AEE AMEREN CORPORATION Utilities 4,361.0 $493K 0.30% $113.04 -6.1%
70 GS GOLDMAN SACHS GROUP INC COM Financial Services 478.0 $483K 0.29% +450.0 +1607.1% $1011.29 +2.2%
71 PYPL PAYPAL HOLDINGS INC Financial Services 11,129.0 $481K 0.29% -2K -14.1% $43.18 +24.3%
72 FTEC FIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETF 1,657.0 $473K 0.29% $285.57 +0.4%
73 ZBH ZIMMER HLDGS INC COM Healthcare 5,311.0 $457K 0.28% -1K -18.2% $86.08 +17.2%
74 PFE PFIZER INC COM Healthcare 18,965.0 $456K 0.28% -3K -12.6% $24.07 +16.2%
75 NKE NIKE INC CL B Consumer Cyclical 9,993.0 $410K 0.25% -865.0 -8.0% $41.03 -3.5%
76 UNH UNITEDHEALTH GROUP INC Healthcare 970.0 $403K 0.24% $415.63 -5.5%
77 BK BANK OF NEW YORK MELLON Financial Services 2,739.0 $396K 0.24% $144.61 -1.9%
78 JNK SPDR SERIES TRUST BLOOMBERG BRCLYS 3,838.0 $370K 0.22% -216.0 -5.3% $96.37 -0.4%
79 BDX BECTON DICKINSON & CO Healthcare 2,282.0 $345K 0.21% +102.0 +4.7% $151.31 +25.3%
80 QCRH QCR HOLDINGS INC COM Financial Services 3,495.0 $340K 0.21% $97.35 +3.4%
Page 4 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%