Long-term investor
Tower Trust & Investment Co. @towertrustinvestmentco
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002067591).
Record
- Tracked since 2025-06-30 (434 days), 52 trades recorded
- Returns: week n/a · month n/a · 90 days +6.9% · 6 months +4.2% · 1 year +11.6% · all +11.6%
- Max drawdown -4.2% · Sharpe 0.58 · win rate 28% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- AAPL · 12.1% · long · since 2025-06-30
- GII · 8.6% · long · since 2025-06-30
- NVDA · 8.1% · long · since 2025-06-30
- MSFT · 4.1% · long · since 2025-06-30
- GOOG · 4.1% · long · since 2025-06-30
- AMZN · 3.4% · long · since 2025-06-30
- GOOGL · 2.8% · long · since 2025-06-30
- META · 2.8% · long · since 2025-06-30
- JPM · 2.7% · long · since 2025-06-30
- AMD · 2.7% · long · since 2025-06-30
- AVGO · 2.0% · long · since 2025-06-30
- PANW · 1.6% · long · since 2025-06-30