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Home > Institutional Investor > Tower View Investment Management & Research Llc > Profile

Instuitional Investor - Tower View Investment Management & Research Llc

Fund Profile
Filing Period:
Fund Name: Tower View Investment Management & Research Llc
Portfolio Value $171,743,466
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Eli Lilly & Co
 LLY 10,056 $8,305,643 4.84%
2.
Marsh & Mclennan Companies Inc.
 MMC 30,626 $7,473,563 4.35%
3.
Taiwan Semiconductor Mfg Co Ltd
 TSM 43,840 $7,277,440 4.24%
4.
Microsoft Corp
 MSFT 17,816 $6,687,803 3.89%
5.
Vanguard Index Fds Growth Etf
 17,907 $6,640,353 3.87%
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)