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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 8 of 13  ·  247 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 PGR PROGRESSIVE CORP OHIO Financial Services 156.0 $34K 0.02% $218.45 +0.1%
142 WBD WARNER BROS DISCOVERY INC COM SER A Communication Services 1,256.0 $33K 0.02% $26.65 +8.0%
143 GE GENERAL ELECTRIC CO Industrials 86.0 $32K 0.02% $373.70 -8.3%
144 TSLA TESLA INC COM Consumer Cyclical 75.0 $32K 0.02% +12.0 +19.1% $420.55 -17.1%
145 IWS ISHARES TR RUSSELL MCP VL 190.0 $31K 0.02% $164.60 +3.7%
146 MO ALTRIA GROUP INC Consumer Defensive 400.0 $29K 0.02% $71.95 -4.6%
147 ROBO EXCHANGE TRADED CONCEPTS TRUROBO GLB ETF 325.0 $28K 0.02% $85.65 -5.8%
148 DFEM DFA EMERGING MARKETS CORE EQUITY 2 681.0 $28K 0.02% $40.63 -0.8%
149 USPH U S PHYSICAL THERAPY COM Healthcare 400.0 $27K 0.02% $68.68 +14.5%
150 FAST FASTENAL CO COM Industrials 524.0 $25K 0.01% $48.02 +3.7%
151 ENB ENBRIDGE INC COM Energy 462.0 $25K 0.01% $54.20 -7.4%
152 GEV GE VERNOVA INC COM Utilities 21.0 $25K 0.01% +1.0 +5.0% $1174.76 -22.4%
153 CB CHUBB LTD Financial Services 72.0 $25K 0.01% $340.72 -0.2%
154 DHR DANAHER CORP Healthcare 128.0 $24K 0.01% -93.0 -42.1% $190.48 +13.4%
155 DFIC DFA INTERNATIONAL CORE EQUITY 2 618.0 $23K 0.01% $37.25 +5.3%
156 LIN LINDE PLC SHS Basic Materials 40.0 $21K 0.01% +2.0 +5.3% $518.90 -5.7%
157 YUMC YUM CHINA HLDGS INC Consumer Cyclical 504.0 $21K 0.01% $40.86 +10.2%
158 FDL FIRST TR EXCHANGE-TRADED FD SHS 368.0 $18K 0.01% $48.65 +9.3%
159 ALL ALLSTATE CORP Financial Services 74.0 $18K 0.01% NEW $237.93 +9.5%
160 NTRS NORTHERN TR CORP COM Financial Services 101.0 $18K 0.01% $173.83 +7.5%
Page 8 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%