TOWER TRUST & INVESTMENT Co
Top Portfolio Positions
171 positions ·
$123,838,317 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
69,713 | $17,692,462 | 14.29% | |
| NVDA |
Nvidia Corp
Technology
|
67,023 | $11,688,811 | 9.44% | |
| MSFT |
Microsoft Corp
Technology
|
18,508 | $6,851,106 | 5.53% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
23,899 | $4,977,444 | 4.02% | |
| META |
Meta Platforms, Inc.
Communication Services
|
8,210 | $4,697,187 | 3.79% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
14,343 | $4,219,136 | 3.41% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
13,725 | $3,946,761 | 3.19% | |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
2,630 | $2,620,610 | 2.12% | |
| MA |
Mastercard Inc
Financial Services
|
4,795 | $2,395,869 | 1.93% | |
| TJX |
Tjx Companies Inc /De/
Consumer Cyclical
|
12,270 | $1,959,519 | 1.58% |
Portfolio Trend
5 quarters · across all stocks
Holdings in WTBA
Shares Held
Position Value (USD)
5 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,687 | 155 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $3,439 | 155 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $3,149 | 155 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $3,042 | 155 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $3,090 | 155 | Shares | Sole | 2025-05-13 | |
| No 13F history on record for this holder in this stock. | ||||||