Top 50 Tower Trust & Investment CO Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | 13.19% | 69.0K | $23.0M | -0.06%(-43) | $231.95(+49.65%) | 2026-09-30 | |
| NVDA | NVIDIA CORP | 8.77% | 66.9K | $15.3M | +0.40%(+267) | $121.71(+79.07%) | 2026-09-30 | |
| GII | SPDR S&P GLOBAL INFRASTRUCTURE ETF | 7.84% | 195.4K | $13.7M | +3.87%(+7.28K) | $64.26(+14.75%) | 2026-09-30 | |
| MSFT | MICROSOFT CORP | 5.34% | 18.1K | $9.3M | -0.19%(-35) | $400.02(+32.83%) | 2026-09-30 | |
| GOOG | ALPHABET INC CLASS C | 3.69% | 18.9K | $6.4M | -0.35%(-67) | $173.26(+82.86%) | 2026-09-30 | |
| META | META PLATFORMS INC CL A | 3.39% | 8.2K | $5.9M | +0.26%(+21) | $582.42(+6.48%) | 2026-09-30 | |
| AMZN | AMAZON COM INC | 3.37% | 23.5K | $5.9M | +0.10%(+24) | $205.43(+23.20%) | 2026-09-30 | |
| JPM | JPMORGAN CHASE & CO | 2.65% | 14.0K | $4.6M | +1.43%(+197) | $244.17(+37.52%) | 2026-09-30 | |
| AMD | ADVANCED MICRO DEVICES INC COM | 2.62% | 7.5K | $4.6M | -2.68%(-205) | $121.92(+359.54%) | 2026-09-30 | |
| GOOGL | ALPHABET INC CLASS A | 2.58% | 13.1K | $4.5M | -0.09%(-12) | $171.85(+86.54%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (6 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | โ | โ | โ | โ | +43.56% |
| Top 20 Holdings Unweighted | โ | โ | โ | โ | +36.91% |
Tower Trust & Investment CO reports $174.25M in US-listed equity holdings across 217 positions in its most recent 13F filing. Its largest disclosed positions are AAPL (13.2%), NVDA (8.8%) and GII (7.8%). The top 20 holdings account for 65.72% of reported assets. Its disclosed equity book has returned +43.56% cumulatively over 6 quarters. Figures reflect the Q3 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Tower Trust & Investment COโs Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2067591). View Tower Trust & Investment COโs 13F filings on SEC