Tower View Investment Management & Research LLC - Q42025 Holdings

Tower View Investment Management & Research LLC holds 176 stocks with a total portfolio value of $ 202.25M as of Q42025. In Q42025, Tower View Investment Management & Research LLC added 14 new positions, increased stakes in 76 stocks, reduced 37 holdings, and fully exited 11 positions. The largest holding is Taiwan Semiconductor Mfg LTD Sponsored Ads (TSM), representing 5.73% of the total portfolio.