Tower View Wealth Management LLC

CIK

1729045

Location

SHOREWOOD, WI

Portfolio Value

Small $150,760,145

Diversification

Diversified

Filing Date

Global Rank

#4,492 / 8,232 ▲ 144

Top Industry

Semiconductors 21.8%

3Y Alpha vs SPY

+0.6%

Period ended 2 months ago

Filed Apr 20, 2026 · 55d

25 quarters · since Mar 2020

Clone Performance

Jun 2023–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+78.8%

SPY

+76.3%

Annualised alpha

+0.6%

Max drawdown

−20.6%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

145 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

8.2%

+0.9 pts

Top 5

29.2%

−1.2 pts

Top 10

49.0%

−0.5 pts

HHI

353

Diversified−9

Portfolio Trend

25 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	37.1%	$55,859,347	26
Industrials	14.2%	$21,394,286	25
Healthcare	10.2%	$15,392,460	19
Consumer Defensive	9.1%	$13,712,379	11
Financial Services	8.8%	$13,201,156	17
Consumer Cyclical	8.2%	$12,314,708	13
Communication Services	7.1%	$10,735,953	10
Unclassified	3.8%	$5,728,844	2
Utilities	0.7%	$1,088,282	11
Energy	0.5%	$763,653	6
Real Estate	0.4%	$528,367	2
Basic Materials	0.0%	$40,710	3

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
UTHR	UNITED THERAPEUTICS Corp	+2,658	2,733	$1,620,614
CSCO	Cisco Systems, Inc.	+2,408	18,750	$1,454,812
WMT	Walmart Inc.	+2,266	11,407	$1,417,661
GS	Goldman Sachs Group Inc	+1,980	2,070	$1,751,199
BIDU	Baidu, Inc.	+1,031	11,495	$1,280,772
ABBV	AbbVie Inc.	+974	5,901	$1,283,408
AVGO	Broadcom Inc.	+772	9,086	$2,812,207
XOM	Exxon Mobil Corp	+621	2,591	$439,589
CVX	Chevron Corp	+415	489	$101,174
PSX	Phillips 66	+144	709	$129,165
JNJ	Johnson & Johnson	+143	977	$238,817
NEE	Nextera Energy Inc	+100	2,607	$242,138
JPM	Jpmorgan Chase & Co	+98	9,757	$2,870,119
LOW	Lowes Companies Inc	+68	80	$18,902
AMGN	Amgen Inc	+63	82	$28,851
MA	Mastercard Inc	+53	777	$388,235
CAT	Caterpillar Inc	+34	299	$211,829
SPY	Spdr S&P 500 ETF Trust	+33	7,909	$5,143,539
BMY	Bristol Myers Squibb Co	+26	2,811	$170,487
PFE	Pfizer Inc	+19	1,240	$34,819
MO	Altria Group, Inc.	+19	1,069	$70,543
WTRG	Essential Utilities, Inc.	+18	2,073	$83,479
F	Ford Motor Co	+17	1,523	$17,575
CG	Carlyle Group Inc.	+15	2,273	$109,990
IRM	Iron Mountain Inc	+14	1,314	$134,211
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
CARR	CARRIER GLOBAL Corp	−33,209	11,520	$648,691
MRSH	Marsh & Mclennan Companies, Inc.	−17,008	9,981	$1,731,204
BRX	Brixmor Property Group Inc.	−7,747	13,686	$394,156
DRS	Leonardo DRS, Inc.	−4,069	91,381	$4,068,282
NVMI	Nova Ltd.	−3,144	14,256	$6,191,095
PM	Philip Morris International Inc.	−2,774	27,294	$4,512,789
ARM	Arm Holdings PLC /Uk	−2,457	17,695	$2,676,899
PEP	Pepsico Inc	−1,963	4,921	$764,182
PG	PROCTER & GAMBLE Co	−1,943	2,147	$310,112
HD	Home Depot, Inc.	−1,820	7,204	$2,369,323
TSM	Taiwan Semiconductor Manufacturing Co Ltd	−1,561	36,579	$12,361,873
GRMN	Garmin Ltd	−1,217	21,185	$4,915,131
UNP	Union Pacific Corp	−1,037	4,530	$1,099,068
PWR	Quanta Services, Inc.	−944	12,924	$7,095,534
AMZN	Amazon Com Inc	−685	29,692	$6,183,952
MGEE	Mge Energy Inc	−654	4,371	$337,834
GOOGL	Alphabet Inc.	−648	18,490	$5,316,984
MCD	Mcdonalds Corp	−563	11,603	$3,606,096
LLY	ELI LILLY & Co	−542	9,670	$8,894,175
V	Visa Inc.	−521	18,619	$5,627,406
MSFT	Microsoft Corp	−391	17,998	$6,662,319
NVDA	Nvidia Corp	−326	51,433	$8,969,915
COST	Costco Wholesale Corp /New	−326	6,535	$6,511,670
APH	Amphenol Corp /De/	−298	16,988	$2,146,433
PH	Parker-Hannifin Corp	−269	5,449	$4,878,162
No positions match the current search.

New Positions

Positions the filer opened this quarter

25 positions

Ticker	Company	Shares	Value
LRCX	Lam Research Corp	7,170	$1,531,942
AMD	Advanced Micro Devices Inc	6,705	$1,363,998
MU	Micron Technology Inc	1,848	$624,328
NI	Nisource Inc.	4,550	$212,303
SYY	Sysco Corp	900	$64,197
OSK	Oshkosh Corp	200	$29,442
LHX	L3harris Technologies, Inc. /De/	85	$29,337
CCJ	Cameco Corp	200	$21,722
LIN	Linde PLC	25	$12,394
HON	Honeywell International Inc	49	$11,075
ECL	Ecolab Inc.	40	$10,640
GD	General Dynamics Corp	25	$8,580
EMR	Emerson Electric Co	63	$8,254
SPGI	S&P Global Inc.	16	$6,805
IBKR	Interactive Brokers Group, Inc.	100	$6,707
AFL	Aflac Inc	50	$5,485
WRB	Berkley W R Corp	76	$5,037
ZWS	Zurn Elkay Water Solutions Corp	108	$4,842
TDY	Teledyne Technologies Inc	8	$4,840
LPLA	LPL Financial Holdings Inc.	16	$4,813
NDSN	Nordson Corp	17	$4,523
ALLE	Allegion plc	31	$4,503
ULS	UL Solutions Inc.	52	$4,456
ROL	Rollins Inc	78	$4,165
BJ	BJ's Wholesale Club Holdings, Inc.	33	$3,247
No positions match the current search.

Sold Out

Positions the filer fully exited

3 positions

Ticker	Company	Shares	Value
BMI	Badger Meter Inc	15,887	$2,770,851
TATT	Tat Technologies Ltd	35,102	$1,567,655
CRM	Salesforce, Inc.	61	$16,159
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

145 positions · $150,760,145 total · as of Mar 31, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 145 positions by value · page 1 of 3

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Reduced	36,579	-1,561	$12,361,873	+6.7%	8.20%
NVDA	Nvidia Corp Technology	Reduced	51,433	-326	$8,969,915	−7.1%	5.95%
LLY	ELI LILLY & Co Healthcare	Reduced	9,670	-542	$8,894,175	−19.0%	5.90%
PWR	Quanta Services, Inc. Industrials	Reduced	12,924	-944	$7,095,534	+21.2%	4.71%
MSFT	Microsoft Corp Technology	Reduced	17,998	-391	$6,662,319	−25.1%	4.42%
COST	Costco Wholesale Corp /New Consumer Defensive	Reduced	6,535	-326	$6,511,670	+10.1%	4.32%
NVMI	Nova Ltd. Technology	Reduced	14,256	-3,144	$6,191,095	+8.3%	4.11%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	29,692	-685	$6,183,952	−11.8%	4.10%
V	Visa Inc. Financial Services	Reduced	18,619	-521	$5,627,406	−16.2%	3.73%
GOOGL	Alphabet Inc. Communication Services	Reduced	18,490	-648	$5,316,984	−11.2%	3.53%
SPY	Spdr S&P 500 ETF Trust	Added	7,909	+33	$5,143,539	−4.2%	3.41%
GRMN	Garmin Ltd Technology	Reduced	21,185	-1,217	$4,915,131	+8.2%	3.26%
PH	Parker-Hannifin Corp Industrials	Reduced	5,449	-269	$4,878,162	−2.9%	3.24%
PM	Philip Morris International Inc. Consumer Defensive	Reduced	27,294	-2,774	$4,512,789	−6.4%	2.99%
DRS	Leonardo DRS, Inc. Industrials	Reduced	91,381	-4,069	$4,068,282	+25.0%	2.70%
MCD	Mcdonalds Corp Consumer Cyclical	Reduced	11,603	-563	$3,606,096	−3.0%	2.39%
ETN	Eaton Corp plc Industrials	Reduced	8,220	-240	$2,940,047	+9.1%	1.95%
JPM	Jpmorgan Chase & Co Financial Services	Added	9,757	+98	$2,870,119	−7.8%	1.90%
ADI	Analog Devices Inc Technology	Reduced	8,858	-106	$2,818,084	+15.9%	1.87%
AVGO	Broadcom Inc. Technology	Added	9,086	+772	$2,812,207	−2.3%	1.87%
ARM	Arm Holdings PLC /Uk Technology	Reduced	17,695	-2,457	$2,676,899	+21.5%	1.78%
ISRG	Intuitive Surgical Inc Healthcare	Reduced	5,672	-201	$2,614,735	−21.4%	1.73%
SPOT	Spotify Technology S.A. Communication Services	Reduced	4,906	-186	$2,378,968	−19.5%	1.58%
HD	Home Depot, Inc. Consumer Cyclical	Reduced	7,204	-1,820	$2,369,323	−23.7%	1.57%
APH	Amphenol Corp /De/ Technology	Reduced	16,988	-298	$2,146,433	−8.1%	1.42%
GS	Goldman Sachs Group Inc Financial Services	Added	2,070	+1,980	$1,751,199	+2113.6%	1.16%
MRSH	Marsh & Mclennan Companies, Inc. Financial Services	Reduced	9,981	-17,008	$1,731,204	−65.4%	1.15%
UTHR	UNITED THERAPEUTICS Corp Healthcare	Added	2,733	+2,658	$1,620,614	+4334.8%	1.07%
NFLX	Netflix Inc Communication Services	Added	16,187	+12	$1,556,380	+2.6%	1.03%
LRCX	Lam Research Corp Technology	NEW	7,170	NEW	$1,531,942	NEW	1.02%
CSCO	Cisco Systems, Inc. Technology	Added	18,750	+2,408	$1,454,812	+15.6%	0.96%
WMT	Walmart Inc. Consumer Defensive	Added	11,407	+2,266	$1,417,661	+39.2%	0.94%
AMD	Advanced Micro Devices Inc Technology	NEW	6,705	NEW	$1,363,998	NEW	0.90%
ABBV	AbbVie Inc. Healthcare	Added	5,901	+974	$1,283,408	+14.0%	0.85%
BIDU	Baidu, Inc. Communication Services	Added	11,495	+1,031	$1,280,772	−6.3%	0.85%
ORCL	Oracle Corp Technology	Reduced	8,116	-12	$1,193,944	−24.6%	0.79%
UNP	Union Pacific Corp Industrials	Reduced	4,530	-1,037	$1,099,068	−14.7%	0.73%
PEP	Pepsico Inc Consumer Defensive	Reduced	4,921	-1,963	$764,182	−22.7%	0.51%
CARR	CARRIER GLOBAL Corp Industrials	Reduced	11,520	-33,209	$648,691	−72.6%	0.43%
MU	Micron Technology Inc Technology	NEW	1,848	NEW	$624,328	NEW	0.41%
MDY	Spdr S&P Midcap 400 ETF Trust	Reduced	949	-4	$585,305	+1.8%	0.39%
XOM	Exxon Mobil Corp Energy	Added	2,591	+621	$439,589	+85.4%	0.29%
BRX	Brixmor Property Group Inc. Real Estate	Reduced	13,686	-7,747	$394,156	−29.9%	0.26%
MA	Mastercard Inc Financial Services	Added	777	+53	$388,235	−6.1%	0.26%
MGEE	Mge Energy Inc Utilities	Reduced	4,371	-654	$337,834	−14.3%	0.22%
PG	PROCTER & GAMBLE Co Consumer Defensive	Reduced	2,147	-1,943	$310,112	−47.1%	0.21%
NEE	Nextera Energy Inc Utilities	Added	2,607	+100	$242,138	+20.3%	0.16%
JNJ	Johnson & Johnson Healthcare	Added	977	+143	$238,817	+38.4%	0.16%
NI	Nisource Inc. Utilities	NEW	4,550	NEW	$212,303	NEW	0.14%
CAT	Caterpillar Inc Industrials	Added	299	+34	$211,829	+39.5%	0.14%