Tower Trust & Investment Co. filed a Form 13F-HR with the Securities and Exchange Commission on October 27, 2026, disclosing its equity holdings as of September 30, 2026. The filing lists 218 distinct positions held by the firm.
The portfolio includes a mix of large-cap technology and healthcare companies, as well as various exchange-traded funds and industrial stocks. Notable positions include Apple Inc., with 68,995 shares, and Microsoft Corp., with 18,136 shares. The firm also holds significant stakes in NVIDIA Corp., with 66,940 shares, and Alphabet Inc. Class A and Class C shares, totaling 32,962 shares.
Healthcare holdings include Johnson & Johnson, with 4,840 shares, and Eli Lilly & Co., with 991 shares. The portfolio also features industrial names such as Deere & Co., with 2,862 shares, and Caterpillar Inc., with 2,210 shares.
In addition to individual stocks, Tower Trust & Investment holds several exchange-traded funds, including the SPDR S&P 500 ETF Trust, the Invesco QQQ Trust, and the iShares Core MSCI EAFE ETF.
