Filed: 8/15/2025ACC: 0001533421-25-000013
📋 What this filing means
TOWER RESEARCH CAPITAL LLC (TRC) filed this quarterly 13F‑HR report disclosing 5239 equity positions with a total reported market value of $3.71B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
5239
Positions
$3.71B
Total AUM (reported)
64.12M
Total Shares
Allocation by class
COM$1.84B49.7%
CL A$177.87M4.8%
TR UNIT$150.14M4.0%
SPONSORED ADR$114.40M3.1%
COM CL A$93.01M2.5%
COM NEW$88.03M2.4%
UNIT SER 1$77.17M2.1%
Portfolio Concentration
Top 3$405.39M10.9%
4–10$405.07M10.9%
11–25$346.14M9.3%
Rest$2.55B68.8%
Top 3 weight
10.9%
Top 10 weight
21.9%
Voting Authority Distribution
Total shares with voting rights: 64.12M
Sole
Full voting authority
64.12M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole0
Shared0
Other5239
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings5239
Rows:
SPDR S&P 500 ETF TR
DFNDShares242.86K
TypeSH
Market value$150.05M
4.05%
Sole
242.86K
Shared
0.00
None
0.00
MICROSOFT CORP
DFNDShares279.39K
TypeSH
Market value$138.97M
3.75%
Sole
279.39K
Shared
0.00
None
0.00
NVIDIA CORPORATION
DFNDShares736.57K
TypeSH
Market value$116.37M
3.14%
Sole
736.57K
Shared
0.00
None
0.00
APPLE INC
DFNDShares495.43K
TypeSH
Market value$101.65M
2.74%
Sole
495.43K
Shared
0.00
None
0.00
INVESCO QQQ TR
DFNDShares139.88K
TypeSH
Market value$77.17M
2.08%
Sole
139.88K
Shared
0.00
None
0.00
AMAZON COM INC
DFNDShares335.87K
TypeSH
Market value$73.69M
1.99%
Sole
335.87K
Shared
0.00
None
0.00
META PLATFORMS INC
DFNDShares60.14K
TypeSH
Market value$44.39M
1.20%
Sole
60.14K
Shared
0.00
None
0.00
ISHARES TR
DFNDShares176.43K
TypeSH
Market value$38.07M
1.03%
Sole
176.43K
Shared
0.00
None
0.00
BROADCOM INC
DFNDShares128.62K
TypeSH
Market value$35.45M
0.96%
Sole
128.62K
Shared
0.00
None
0.00
JPMORGAN CHASE & CO.
DFNDShares119.56K
TypeSH
Market value$34.66M
0.93%
Sole
119.56K
Shared
0.00
None
0.00
PALANTIR TECHNOLOGIES INC
DFNDShares244.90K
TypeSH
Market value$33.38M
0.90%
Sole
244.90K
Shared
0.00
None
0.00
BERKSHIRE HATHAWAY INC DEL
DFNDShares68.13K
TypeSH
Market value$33.10M
0.89%
Sole
68.13K
Shared
0.00
None
0.00
ALPHABET INC
DFNDShares185.13K
TypeSH
Market value$32.63M
0.88%
Sole
185.13K
Shared
0.00
None
0.00
ALPHABET INC
DFNDShares150.10K
TypeSH
Market value$26.63M
0.72%
Sole
150.10K
Shared
0.00
None
0.00
VISA INC
DFNDShares72.81K
TypeSH
Market value$25.85M
0.70%
Sole
72.81K
Shared
0.00
None
0.00
TESLA INC
DFNDShares77.02K
TypeSH
Market value$24.47M
0.66%
Sole
77.02K
Shared
0.00
None
0.00
VANGUARD INDEX FDS
DFNDShares41.48K
TypeSH
Market value$23.56M
0.64%
Sole
41.48K
Shared
0.00
None
0.00
EXXON MOBIL CORP
DFNDShares192.38K
TypeSH
Market value$20.74M
0.56%
Sole
192.38K
Shared
0.00
None
0.00
SPDR SERIES TRUST
OTRShares218.27K
TypeSH
Market value$20.02M
0.54%
Sole
218.27K
Shared
0.00
None
0.00
BP PLC
DFNDShares611.89K
TypeSH
Market value$18.31M
0.49%
Sole
611.89K
Shared
0.00
None
0.00
ISHARES TR
DFNDShares29.08K
TypeSH
Market value$18.06M
0.49%
Sole
29.08K
Shared
0.00
None
0.00
DIAGEO PLC
DFNDShares175.44K
TypeSH
Market value$17.69M
0.48%
Sole
175.44K
Shared
0.00
None
0.00
ISHARES TR
DFNDShares72.37K
TypeSH
Market value$17.39M
0.47%
Sole
72.37K
Shared
0.00
None
0.00
MASTERCARD INCORPORATED
DFNDShares30.92K
TypeSH
Market value$17.38M
0.47%
Sole
30.92K
Shared
0.00
None
0.00
VANGUARD SCOTTSDALE FDS
DFNDShares194.21K
TypeSH
Market value$16.94M
0.46%
Sole
194.21K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
SPDR S&P 500 ETF TRDFND | TR UNIT | 242.86K | SH | $150.05M 4.05% | 242.86K | 0.00 | 0.00 |
MICROSOFT CORPDFND | COM | 279.39K | SH | $138.97M 3.75% | 279.39K | 0.00 | 0.00 |
NVIDIA CORPORATIONDFND | COM | 736.57K | SH | $116.37M 3.14% | 736.57K | 0.00 | 0.00 |
APPLE INCDFND | COM | 495.43K | SH | $101.65M 2.74% | 495.43K | 0.00 | 0.00 |
INVESCO QQQ TRDFND | UNIT SER 1 | 139.88K | SH | $77.17M 2.08% | 139.88K | 0.00 | 0.00 |
AMAZON COM INCDFND | COM | 335.87K | SH | $73.69M 1.99% | 335.87K | 0.00 | 0.00 |
META PLATFORMS INCDFND | CL A | 60.14K | SH | $44.39M 1.20% | 60.14K | 0.00 | 0.00 |
ISHARES TRDFND | RUSSELL 2000 ETF | 176.43K | SH | $38.07M 1.03% | 176.43K | 0.00 | 0.00 |
BROADCOM INCDFND | COM | 128.62K | SH | $35.45M 0.96% | 128.62K | 0.00 | 0.00 |
JPMORGAN CHASE & CO.DFND | COM | 119.56K | SH | $34.66M 0.93% | 119.56K | 0.00 | 0.00 |
PALANTIR TECHNOLOGIES INCDFND | CL A | 244.90K | SH | $33.38M 0.90% | 244.90K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELDFND | CL B NEW | 68.13K | SH | $33.10M 0.89% | 68.13K | 0.00 | 0.00 |
ALPHABET INCDFND | CAP STK CL A | 185.13K | SH | $32.63M 0.88% | 185.13K | 0.00 | 0.00 |
ALPHABET INCDFND | CAP STK CL C | 150.10K | SH | $26.63M 0.72% | 150.10K | 0.00 | 0.00 |
VISA INCDFND | COM CL A | 72.81K | SH | $25.85M 0.70% | 72.81K | 0.00 | 0.00 |
TESLA INCDFND | COM | 77.02K | SH | $24.47M 0.66% | 77.02K | 0.00 | 0.00 |
VANGUARD INDEX FDSDFND | S&P 500 ETF SHS | 41.48K | SH | $23.56M 0.64% | 41.48K | 0.00 | 0.00 |
EXXON MOBIL CORPDFND | COM | 192.38K | SH | $20.74M 0.56% | 192.38K | 0.00 | 0.00 |
SPDR SERIES TRUSTOTR | BLOOMBERG 1-3 MO | 218.27K | SH | $20.02M 0.54% | 218.27K | 0.00 | 0.00 |
BP PLCDFND | SPONSORED ADR | 611.89K | SH | $18.31M 0.49% | 611.89K | 0.00 | 0.00 |
ISHARES TRDFND | CORE S&P500 ETF | 29.08K | SH | $18.06M 0.49% | 29.08K | 0.00 | 0.00 |
DIAGEO PLCDFND | SPON ADR NEW | 175.44K | SH | $17.69M 0.48% | 175.44K | 0.00 | 0.00 |
ISHARES TRDFND | MSCI USA MMENTM | 72.37K | SH | $17.39M 0.47% | 72.37K | 0.00 | 0.00 |
MASTERCARD INCORPORATEDDFND | CL A | 30.92K | SH | $17.38M 0.47% | 30.92K | 0.00 | 0.00 |
VANGUARD SCOTTSDALE FDSDFND | VNG RUS2000IDX | 194.21K | SH | $16.94M 0.46% | 194.21K | 0.00 | 0.00 |
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