TOWER TRUST & INVESTMENT Co
Annual return
—
SPY
—
Alpha
—
Invested
$152.4M
Holdings
207
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 99%. 2 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$AAPL
APPLE INC
Q1 2026: New position (24.4k shares)
11.7%
02
$GII
SPDR S&P GLOBAL INFRASTRUCTURE ETF
Held since at least Q1 2024
9.6%
03
$NVDA
NVIDIA CORP
Q1 2026: New position (51.7k shares)
7.7%
04
$MSFT
MICROSOFT CORP
Q1 2026: New position (21.6k shares)
4.5%
05
$GOOG
ALPHABET INC CLASS C
Q1 2026: New position (2.5k shares)
3.7%
06
$AMZN
AMAZON COM INC
Q1 2026: New position (13.7k shares)
3.3%
07
$META
META PLATFORMS INC CL A
Q1 2026: New position (1.6k shares)
3.1%
08
$JPM
JPMORGAN CHASE & CO
Q1 2026: New position (6.7k shares)
2.8%
09
$GOOGL
ALPHABET INC CLASS A
Q1 2026: New position (15.3k shares)
2.6%
10
$COST
COSTCO WHSL CORP NEW COM
Q1 2026: New position (1.4k shares)
1.7%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Last refreshed 14:51 UTC.