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Home > Institutional Investor > Tower Trust & Investment Co > Profile

Instuitional Investor - Tower Trust & Investment Co

Fund Profile
Filing Period:
Fund Name: Tower Trust & Investment Co
Portfolio Value $124,081,443
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 70,949 $15,076,632 12.15%
2.
Spdr S&P Global Infrastructure Etf - ETF ALTERNATIVES
 124,661 $7,999,163 6.45%
3.
Nvidia Corp
 NVDA 70,277 $7,654,513 6.17%
4.
Microsoft Corp
 MSFT 18,197 $7,192,478 5.8%
5.
Meta Platforms Inc.
 META 8,357 $4,587,993 3.7%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)