Watchtower Advisors as of June 30, 2026
Portfolio Holdings for Watchtower Advisors
Watchtower Advisors holds 11 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Asml Hldg Nv Ny Registry Shs (ASML) | 34.6 | $62M | 31k | 1989.44 | |
| Omega Healthcare Invs Reit (OHI) | 14.4 | $26M | 541k | 47.68 | |
| CVS Caremark Corporation (CVS) | 10.5 | $19M | 182k | 103.45 | |
| Micron Technology (MU) | 7.7 | $14M | 12k | 1154.29 | |
| Patrick Industries (PATK) | 7.5 | $14M | 150k | 89.78 | |
| Textron (TXT) | 6.4 | $12M | 126k | 91.73 | |
| Sempra Energy (SRE) | 5.9 | $11M | 114k | 92.71 | |
| Installed Bldg Prods (IBP) | 4.1 | $7.4M | 32k | 229.84 | |
| Nokia Corp Sponsored Adr (NOK) | 3.7 | $6.6M | 500k | 13.28 | |
| Elanco Animal Health (ELAN) | 3.0 | $5.5M | 222k | 24.61 | |
| Advanced Micro Devices (AMD) | 2.2 | $3.9M | 6.7k | 580.91 |
