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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 6 of 11  ·  208 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 PSX PHILLIPS 66 COM Energy 714.0 $130K 0.09% $182.18 -2.5%
102 CTVA CORTEVA INC Basic Materials 1,542.0 $129K 0.09% $83.71 -5.0%
103 LNT ALLIANT ENERGY CORP COM Utilities 1,720.0 $123K 0.08% -300.0 -14.8% $71.76 +3.1%
104 VZ VERIZON COMMUNICATIONS INC Communication Services 2,269.0 $114K 0.07% +106.0 +4.9% $50.20 -3.7%
105 GUNR FLEXSHARES TR MORNSTAR UPSTR 2,014.0 $111K 0.07% $55.15 -1.6%
106 CMI CUMMINS INC COM Industrials 200.0 $108K 0.07% $538.02 +18.9%
107 DUK DUKE ENERGY CORP NEW USD Utilities 819.0 $107K 0.07% $130.94 -4.0%
108 MDY SPDR S&P MIDCAP 400 ETF TR Financial Services 151.0 $93K 0.06% $616.75 +8.7%
109 QQQ INVESCO QQQ TR UNIT SER 1 Financial Services 160.0 $92K 0.06% $577.17 +24.3%
110 TSCO TRACTOR SUPPLY CO COM Consumer Cyclical 2,000.0 $91K 0.06% $45.29 -30.2%
111 TRV TRAVELERS COMPANIES INC Financial Services 308.0 $90K 0.06% $291.67 +5.1%
112 Q QNITY ELECTRONICS INC COMMON STOCK Technology 771.0 $89K 0.06% $115.38 +36.0%
113 V VISA INC COM CL A Financial Services 243.0 $73K 0.05% $302.22 +8.8%
114 ADP AUTOMATIC DATA PROCESSING INC Industrials 350.0 $71K 0.05% $203.18 +10.9%
115 DD DUPONT DE NEMOURS INC Basic Materials 1,542.0 $71K 0.05% -7K -82.7% $45.79 +5.1%
116 WAT WATERS CORP COM Healthcare 234.0 $70K 0.05% NEW $297.59 +15.0%
117 HWM HOWMET AEROSPACE INC COM Industrials 292.0 $67K 0.04% +74.0 +33.9% $230.46 +11.3%
118 WM WASTE MANAGEMENT INC Industrials 290.0 $67K 0.04% $229.79 -5.2%
119 SOLS SOLSTICE ADVANCED MATLS INC COM SHS Basic Materials 860.0 $65K 0.04% $76.15 +7.4%
120 SPY SPDR S&P 500 ETF TRUST Financial Services 100.0 $65K 0.04% $650.32 +14.7%
Page 6 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%