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  Name: Tower View Investment Management & Research LLC
  City: Milwaukee
  State: WI
  Zip: 53202
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-09-30
  Total Value : $182,675,000
  Total Value Change : $8,472,000
  Securities Held Change : 12
   
All Securities Held : 194
  New Positions : 15
  Closed Positions : 3
  Increased Positions : 71
  Unchanged Positions : 85
  Decreased Positions : 23

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Holdings Found : 22     View All Holdings Currently Viewing:  Decreased Positions     Page 1 of 1
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Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (LLY)1 Year Chart         LLY Eli Lilly & Co 1 - $846.83 $8,903,000 10,050 4.87% -221,000 -28 0.001    Drug Manufacturers - ...
   (TSM)1 Year Chart         TSM Taiwan Semiconductor Mfg. C... 2 - $194.48 $7,929,000 45,654 4.34% -70,000 -370 0.001    Semiconductor - Integ...
   (CAT)1 Year Chart         CAT Caterpillar Inc 8 - $379.24 $5,812,000 14,861 3.18% 810,000 -155 0.003    Farm & Construction M...
   (UNP)1 Year Chart         UNP Union Pacific Corp 13 - $232.17 $4,807,000 19,501 2.63% 340,000 -243 0.003    Railroads
   (SPY)1 Year Chart         SPY Standard & Poors Depository... 15 - $580.01 $4,759,000 8,295 2.61% 184,000 -112 0    Closed - End Fund - E...
   (NVMI)1 Year Chart         NVMI Nova Measuring Instruments,... 19 - $197.58 $4,049,000 19,435 2.22% -534,000 -108 0.069    Semiconductor Equipme...
   (VBK)1 Year Chart         VBK Vanguard Small Cap Gr VIPERS 20 - $270.90 $4,031,000 15,075 2.21% 238,000 -88 0.029    Closed - End Fund - E...
   (TSLA)1 Year Chart         TSLA Tesla Motors Inc 23 - $177.81 $3,349,000 12,800 1.83% 816,000 -1 0    Auto Manufacturers
   (BMI)1 Year Chart         BMI Badger Meter Inc 25 - $204.96 $3,248,000 14,872 1.78% 466,000 -56 0.051    Scientific & Technica...
   (ISRG)1 Year Chart         ISRG Intuitive Surgical Inc 31 - $372.63 $2,805,000 5,709 1.54% 248,000 -39 0.002    Medical Appliances & ...
   (PEP)1 Year Chart         PEP Pepsico Inc 33 - $166.21 $2,623,000 15,423 1.44% -101,000 -1,092 0.001    Beverage Soft Drinks...
   (ADI)1 Year Chart         ADI Analog Devices Inc 34 - $230.12 $2,588,000 11,242 1.42% 2,000 -87 0.002    Semiconductor- Broad...
   (VHT)1 Year Chart         VHT Vanguard Health Care Vipers 42 - $272.37 $1,588,000 5,628 0.87% 57,000 -129 0.01    Closed - End Fund - E...
   (PG)1 Year Chart         PG Procter & Gamble Co 43 - $166.16 $1,290,000 7,448 0.71% -92,000 -931 0    Cleaning Products
   (VOO)1 Year Chart         VOO Vanguard S&P 500 Etf 45 - $533.16 $635,000 1,203 0.35% 21,000 -24 0    Closed - End Fund - E...
   (CNQ)1 Year Chart         CNQ Canadian Natural Resource (... 47 - $34.19 $526,000 15,850 0.29% -45,000 -180 0.001    Independent Oil & Gas
   (VDC)1 Year Chart         VDC Vangaurd Cnsmr Staples VIPER 49 - $212.57 $422,000 1,932 0.23% 29,000 -3 0.006    Closed - End Fund - E...
   (UNH)1 Year Chart         UNH Unitedhealth Group Inc 50 - $562.96 $377,000 644 0.21% -4,391,000 -8,719 0    Health Care Plans
   (VCSH)1 Year Chart         VCSH Vanguard Scottsdale Funds 66 - $78.45 $113,000 1,425 0.06% -1,000 -50 0    N/A
   (SSD)1 Year Chart         SSD Simpson Manufacturing Co Inc 89 - $181.06 $39,000 205 0.02% -4,000 -49 0    Small Tools & Accesso...
   (T)1 Year Chart         T AT&T Corp 105 - $22.02 $23,000 1,068 0.01% -4,000 -352 0    Long Distance Carriers
   (TGT)1 Year Chart         TGT Target Corp 123 - $148.52 $13,000 85 0.01% -2,000 -15 0.009    Discount, Variety Stores

      22 Records Found
  1    
Page 1 of 1
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