Tower View Wealth Management LLC

In its 13F for Q3 2025 (holdings as of September 30, 2025, filed October 16, 2025), Tower View Wealth Management LLC reported 173 stock positions worth $193.3 million. Its top holding was Taiwan Semiconductor-SP ADR (TSM) at 6.2% of the portfolio, followed by Nvidia (NVDA, 5.1%) and Microsoft (MSFT, 4.9%). Compared with Q2 2025, it opened 6 new positions, sold out of 26, added to 65 and reduced 39. The biggest buy was Amphenol Class A (APH, shares +18224%) and the biggest sale an exit from ASML Holding NV-NY Reg SHS (ASML).

Most Recent 13F
Q2 2026
Location
SHOREWOOD, WI
CIK
0001729045
Portfolio Value
$193.3M (Q3 2025)
SEC Filing
0001729045-25-000008 ↗ filed Oct 16, 2025

Holdings Value

0$50.0M$100.0M$150.0M$200.0M$250.0M Q1 2024: $170.9M Q1 2024 Q2 2024: $174.2M Q2 2024 Q3 2024: $182.7M Q3 2024 Q4 2024: $189.2M Q4 2024 Q1 2025: $171.7M Q1 2025 Q2 2025: $192.9M Q2 2025 Q3 2025: $193.3M $193.3M Q3 2025 Q4 2025: $202.2M Q4 2025 Q1 2026: $194.8M Q1 2026 Q2 2026: $227.4M Q2 2026

Holdings 173 stocks · $193.3M
TSM Taiwan Semiconductor-SP ADR 6.19% 42,837 $12.0M Reduce -0.6%
NVDA Nvidia Corp. 5.05% 52,370 $9.8M Reduce -0.3%
MSFT Microsoft Corp. 4.91% 18,337 $9.5M Add +0.2%
SPYM Ste STR SPDR PT S&P 500 ETF 4.52% 111,498 $8.7M Add +4.8%
LLY Eli Lilly & Co. 4.03% 10,210 $7.8M Add +1.1%
VUG Vanguard Mrngstar GR ETF-Sui 3.97% 16,008 $7.7M Add +1.6%
GOOG Alphabet Inc. Class C 3.48% 27,642 $6.7M Reduce -0.0%
HD Home Depot Inc. 3.42% 16,312 $6.6M Add +0.7%
PWR Quanta Services Inc. 3.42% 15,933 $6.6M Add +0.3%
AMZN Amazon.com Inc. 3.41% 30,010 $6.6M Reduce -0.2%
V Visa Inc. Class A 3.38% 19,139 $6.5M Add +0.2%
COST Costco Wholesale Corp. 3.26% 6,818 $6.3M Add +1.2%
MRSH Marsh & McLennan Cos 3.24% 31,053 $6.3M Add +1.1%
NVMI Nova Ltd. 3.23% 19,557 $6.3M Add +0.8%
PM Philip Morris International 3.00% 35,780 $5.8M Add +1.8%
GRMN Garmin Ltd. 2.81% 22,075 $5.4M Add +1.3%
SPY SS SPDR S&P 500 ETF Trust-US 2.75% 7,986 $5.3M Reduce -1.9%
GOOGL Alphabet Inc. Class A 2.50% 19,872 $4.8M Add +0.2%
PH Parker Hannifin Corp. 2.22% 5,655 $4.3M Add +1.2%
DRS Leonardo DRS Inc. 2.21% 94,290 $4.3M Add +0.9%
VIG Vanguard Dividend Apprec ETF 2.21% 19,768 $4.3M Add +1.1%
CARR Carrier Global Corp. 1.91% 61,780 $3.7M Add +3.4%
MCD McDonald's Corp. 1.87% 11,924 $3.6M Add +1.1%
SPOT Spotify Technology SA 1.82% 5,041 $3.5M Add +1.9%
VBK Van Morst SML-Cap Gro-Usd Inc. 1.69% 10,951 $3.3M Reduce -14.5%
VOT Vngrd Mrngstr MC GRW ETF-Usd 1.62% 10,630 $3.1M Add +13.0%
HDB HDFC Bank Ltd.-ADR 1.57% 88,600 $3.0M Add +35.2%
ARM Arm Holdings PLC-ADR 1.56% 21,253 $3.0M Add +2.1%
BMI Badger Meter Inc. 1.43% 15,514 $2.8M Add +5.2%
ISRG Intuitive Surgical Inc. 1.35% 5,816 $2.6M Add +3.4%
VGT Vanguard Info Tech ETF 1.34% 3,466 $2.6M Add +1.6%
ADI Analog Devices Inc. 1.16% 9,108 $2.2M Reduce -0.8%
APH Amphenol Corp. Class A 1.08% 16,858 $2.1M Add +18223.9%
UNP Union Pacific Corp. 0.92% 7,490 $1.8M Reduce -2.5%
NFLX Netflix Inc. 0.86% 1,382 $1.7M Add +6181.8%
PEP Pepsico Inc. 0.58% 8,027 $1.1M Reduce -13.5%
PG The Procter & Gamble Co. 0.48% 6,084 $935K Reduce -3.5%
VOO Vanguard S&P 500 ETF 0.36% 1,121 $686K Reduce -0.2%
MDY State Street SPDR S&P Midcap 0.31% 997 $594K Reduce -21.1%
VYM Vanguard High DVD Yield ETF 0.28% 3,844 $542K Reduce -4.9%
BRX Brixmor Property Group Inc. 0.23% 15,868 $439K Reduce -11.2%
MGEE Mge Energy Inc. 0.23% 5,215 $439K Add +1.1%
VO Vngrd Mrngstr MD-Cap ETF-Usd 0.21% 1,411 $415K Reduce -1.2%
MA Mastercard Inc. Class A 0.21% 704 $400K Add +1.3%
MKC McCormick & Co.-Non VTG SHRS 0.21% 5,963 $399K Reduce -21.7%
VDC Vanguard Consumer Staple ETF 0.20% 1,779 $380K Reduce -3.4%
XOM Exxon Mobil Corp. 0.14% 2,453 $277K Reduce -7.2%
ORCL Oracle Corp. 0.13% 896 $252K No change
ADP Automatic Data Processing 0.13% 848 $249K No change
JNJ Johnson & Johnson 0.12% 1,270 $236K Reduce -23.5%
BLK BlackRock Inc. 0.12% 200 $233K No change
KKR KKR & Co. Inc. 0.11% 1,643 $213K Add +0.2%
ABBV Abbvie Inc. 0.11% 903 $209K Reduce -11.3%
SYK Stryker Corp. 0.10% 535 $198K Add +0.2%
NEE Nextera Energy Inc. 0.10% 2,600 $196K Reduce -39.3%
SCHW Schwab (charles) Corp. 0.10% 2,000 $191K Reduce -13.9%
DIS The Walt Disney Co. filed as DISNEY WALT CO 0.10% 1,619 $185K Add +12.3%
TXN Texas Instruments Inc. 0.10% 1,000 $184K Reduce -24.2%
VTI VG Morningstar TS MKT ETF-US 0.09% 530 $174K Add +0.4%
IRM Iron Mountain Inc. filed as IRON MTN INC DEL 0.09% 1,683 $172K Add +0.8%
CG The Carlyle Group Inc. 0.07% 2,243 $141K Add +0.5%
CME Cme Group Inc. 0.07% 494 $133K No change
SHY iShares 1-3 Year Treasury Bo 0.07% 1,572 $130K Reduce -29.4%
WMT Walmart Inc. 0.07% 1,242 $128K Reduce -10.3%
CAT Caterpillar Inc. 0.07% 265 $126K No change
BMY Bristol-Myers Squibb Co. 0.06% 2,755 $124K Add +1.1%
BSV Vanguard Short-Term Bond ETF 0.06% 1,482 $117K Add +1.0%
VCSH Vanguard S/T Corp. Bond ETF 0.06% 1,458 $117K Add +1.1%
MRK Merck & Co. Inc. 0.06% 1,358 $114K Add +1.0%
GWW WW Grainger Inc. filed as GRAINGER W W INC 0.05% 106 $101K No change
TSLA Tesla Inc. 0.05% 220 $98K No change
BX Blackstone Inc. 0.05% 560 $96K Add +0.7%
IWV iShares Russell 3000 ETF 0.05% 239 $91K No change
JPM JPMorgan Chase & Co. 0.05% 280 $88K Add +0.4%
MDYV SS SPDR S&P 400 MC Val ETF 0.04% 979 $82K Add +0.4%
PSX Phillips 66 0.04% 560 $76K Add +0.9%
GS Goldman Sachs Group Inc. 0.04% 89 $71K No change
MO Altria Group Inc. 0.04% 1,033 $68K Add +1.7%
TMO Thermo Fisher Scientific Inc. 0.03% 123 $60K Reduce -29.7%
ITW Illinois Tool Works 0.03% 223 $58K Reduce -70.8%
WTRG Essential Utilities Inc. 0.03% 1,353 $54K Reduce -33.2%
ON On Semiconductor 0.03% 1,000 $49K New
MDLZ Mondelez International Inc. Class A 0.02% 744 $46K Add +0.7%
PEG Public Service Enterprise GP 0.02% 557 $46K Reduce -17.4%
COP Conocophillips 0.02% 484 $46K Reduce -74.5%
DHR Danaher Corp. 0.02% 227 $45K Reduce -81.1%
XLP SS Consumer Staples Sel Sect 0.02% 559 $44K Add +0.7%
XEL Xcel Energy Inc. 0.02% 527 $43K Add +0.8%
IVV iShares Core S&P 500 ETF 0.02% 62 $41K Reduce -10.1%
VB Vanguard Most SM-Cap ETF-Usd 0.02% 155 $39K No change
ETR Entergy Corp. 0.02% 413 $38K No change
CSCO Cisco Systems Inc. 0.02% 551 $38K Add +0.6%
XLK SS Technology Select Sector 0.02% 121 $34K Reduce -14.2%
UTHR United Therapeutics Corp. 0.02% 75 $31K No change
T AT&T Inc. 0.02% 1,102 $31K Add +1.0%
PFE Pfizer Inc. 0.02% 1,201 $31K Add +1.8%
SDY SS SPDR S&P Dividend ETF 0.02% 214 $30K Add +0.9%
IWF iShares Russell 1000 Growth 0.01% 59 $28K No change
BND Vanguard Total Bond Market 0.01% 361 $27K Add +0.8%
AVGO Broadcom Inc. 0.01% 81 $27K No change
FNDB Schwab Fndmntl US BRD Mr ETF 0.01% 1,010 $26K Reduce -58.2%
WM Waste Management Inc. 0.01% 116 $26K Reduce -63.8%
DRTS Alpha Tau Medical Ltd. 0.01% 5,566 $25K No change
CALX Calix Inc. 0.01% 400 $25K No change
XLY SS Consumer Disc Select Sect 0.01% 98 $23K No change
SCHO Schwab Short-Term US Treas 0.01% 881 $21K Add +1.0%
EWL iShares MSCI Switzerland ETF 0.01% 383 $21K No change
CMG Chipotle Mexican Grill Inc. 0.01% 500 $20K No change
VHT Vanguard Health Care ETF 0.01% 75 $20K No change
SO The Southern Co. 0.01% 192 $18K Add +0.5%
F Ford Motor Co. filed as FORD MTR CO 0.01% 1,489 $18K Add +1.3%
SSD Simpson Manufacturing Co. Inc. 0.01% 103 $17K No change
SPDW Ste STR SPDR PT DW Eu ETF 0.01% 389 $17K No change
EWU iShares MSCI United Kingdom 0.01% 384 $16K No change
IEFA iShares Core MSCI Eafe ETF 0.01% 180 $16K No change
VPU Vanguard Utilities ETF 0.01% 81 $15K Add +1.3%
VTV Vanguard Mrngstr Val ETF-Aui 0.01% 81 $15K No change
SCHD Schwab US DVD Equity ETF 0.01% 553 $15K Add +0.9%
CRM Salesforce Inc. 0.01% 61 $14K Add +1.7%
EWS iShares MSCI Singapore ETF 0.01% 458 $13K No change
ZBH Zimmer Biomet Holdings Inc. 0.01% 130 $13K No change
MELI MercadoLibre Inc. 0.01% 5 $12K No change
CMCSA Comcast Corp. Class A 0.01% 371 $12K Add +1.1%
CEG Constellation Energy 0.01% 35 $12K No change
CVX Chevron Corp. 0.01% 73 $11K Reduce -93.9%
VRSK Verisk Analytics Inc. 0.01% 44 $11K No change
BKNG Booking Holdings Inc. 0.01% 2 $11K No change
QUS SS SPDR MSCI U Stratfact ETF 0.01% 60 $10K No change
FLAU Franklin Ftse Australia ETF 0.01% 305 $10K No change
IWS iShares Russell Mid-Cap Valu 0.00% 61 $8K Add +1.7%
XLF SS Financial Select Sector 0.00% 153 $8K No change
SPTM SS SPDR P S&P 1500 Comp ETF 0.00% 101 $8K No change
KDP Keurig Dr Pepper Inc. 0.00% 317 $8K Add +0.6%
ORLY O'reilly Automotive Inc. 0.00% 75 $8K No change
XLC SS Comm Select Sector SPDR 0.00% 68 $8K No change
SCHB Schwab US Broad Market ETF 0.00% 311 $8K No change
SCHE Schwab Emrg Mrkts Eqty ETF 0.00% 232 $8K No change
VNQ Vanguard Real Estate ETF 0.00% 84 $8K No change
KLAC KLA Corp. 0.00% 7 $8K No change
P Everpure Inc. Class A filed as PURE STORAGE INC 0.00% 90 $8K Reduce -10.0%
SHOP Shopify Inc. Class A 0.00% 50 $7K No change
NOW ServiceNow Inc. 0.00% 8 $7K No change
AFRM Affirm Holdings Inc. 0.00% 100 $7K No change
CI The Cigna Group 0.00% 23 $7K No change
FTEC Fidelity MSCI Info Tech Indx 0.00% 30 $7K No change
EXC Exelon Corp. 0.00% 139 $6K Add +0.7%
IONQ Ionq Inc. 0.00% 100 $6K New
WMB Williams Cos Inc. 0.00% 95 $6K Add +1.1%
AMGN Amgen Inc. 0.00% 19 $5K Add +5.6%
VEA Vanguard Ftse Developed ETF 0.00% 87 $5K Add +1.2%
ESGV Vanguard ESG US Stock ETF 0.00% 42 $5K No change
JOBY Joby Aviation Inc. 0.00% 300 $5K New
MDB Mongodb Inc. 0.00% 15 $5K No change
SLYV SS SPDR S&P 600 SC Val ETF 0.00% 49 $4K No change
ETSY Etsy Inc. 0.00% 65 $4K No change
PAYX Paychex Inc. 0.00% 33 $4K No change
BIIB Biogen Inc. 0.00% 29 $4K No change
CAH Cardinal Health Inc. 0.00% 25 $4K No change
CPRT Copart Inc. 0.00% 88 $4K No change
ACHR Archer Aviation Inc. Class A 0.00% 400 $4K New
TYL Tyler Technologies Inc. 0.00% 7 $4K No change
LOW Lowe's Cos Inc. 0.00% 12 $3K Reduce -50.0%
RGTI Rigetti Computing Inc. 0.00% 100 $3K New
NKE Nike Inc. Class B 0.00% 41 $3K Reduce -96.9%
IWP iShares Russell Mid-Cap Grow 0.00% 18 $3K No change
QBTS D-Wave Quantum Inc. 0.00% 100 $2K New
VIS Vanguard Industrials ETF 0.00% 8 $2K No change
GEV GE Vernova Inc. 0.00% 3 $2K No change
XYZ Block Inc. 0.00% 5 $362 No change
CRON Cronos Group Inc. 0.00% 100 $278 No change
LCID Lucid Group Inc. 0.00% 10 $238 No change
WBD Warner Bros Discovery Inc. 0.00% 3 $59 No change
CGC Canopy Growth Corp. 0.00% 2 $3 No change
Lines left out (1) · $2 — a value with no share or principal amount
SecurityClassSharesValue
IJH iShares Core S&P Midcap ETF CORE S&P MCP ETF0$2

Filed with a value but no share or principal amount (a cash line, a holding rounded to 0 shares), so they are kept out of the holdings, totals and percentages.

Total filed on the 13F, all lines: $193.3M.

Portfolio Sells Q2 2025 → Q3 2025
ASML ASML Holding NV-NY Reg SHS Sold out 0.00% −2.52
VRTX Vertex Pharmaceuticals Inc. Sold out 0.00% −1.20
CLBT Cellebrite Di Ltd. Sold out 0.00% −1.09
DECK Deckers Outdoor Corp. Sold out 0.00% −0.60
HON Honeywell International Inc. Sold out 0.00% −0.18
RLI Rli Corp. Sold out 0.00% −0.15
VBK Van Morst SML-Cap Gro-Usd Inc. Reduce -14.5% 1.69% −0.15
AMT American Tower Corp. Sold out 0.00% −0.15
DHR Danaher Corp. Reduce -81.1% 0.02% −0.10
MKC McCormick & Co.-Non VTG SHRS Reduce -21.7% 0.21% −0.09
CVX Chevron Corp. Reduce -93.9% 0.01% −0.08
FCX Freeport-McMoran Inc. Sold out 0.00% −0.07
ITW Illinois Tool Works Reduce -70.8% 0.03% −0.07
COP Conocophillips Reduce -74.5% 0.02% −0.06
MDY State Street SPDR S&P Midcap Reduce -21.1% 0.31% −0.06
REGN Regeneron Pharmaceuticals Sold out 0.00% −0.06
NEE Nextera Energy Inc. Reduce -39.3% 0.10% −0.05
PEP Pepsico Inc. Reduce -13.5% 0.58% −0.05
NKE Nike Inc. Class B Reduce -96.9% 0.00% −0.05
TXN Texas Instruments Inc. Reduce -24.2% 0.10% −0.05
HUM Humana Inc. Sold out 0.00% −0.05
PG The Procter & Gamble Co. Reduce -3.5% 0.48% −0.04
FAST Fastenal Co. Sold out 0.00% −0.03
ACN Accenture PLC Class A Sold out 0.00% −0.03
SHY iShares 1-3 Year Treasury Bo Reduce -29.4% 0.07% −0.03
WM Waste Management Inc. Reduce -63.8% 0.01% −0.02
FNDB Schwab Fndmntl US BRD Mr ETF Reduce -58.2% 0.01% −0.02
BRX Brixmor Property Group Inc. Reduce -11.2% 0.23% −0.01
CWT California Water Service Grp Sold out 0.00% −0.01
VDC Vanguard Consumer Staple ETF Reduce -3.4% 0.20% −0.01
AMZN Amazon.com Inc. Reduce -0.2% 3.41% −0.01
WTRG Essential Utilities Inc. Reduce -33.2% 0.03% −0.01
SCHW Schwab (charles) Corp. Reduce -13.9% 0.10% −0.01
JNJ Johnson & Johnson Reduce -23.5% 0.12% −0.01
HUBS HubSpot Inc. Sold out 0.00% −0.01
GIS General Mills Inc. Sold out 0.00% −0.01
TMO Thermo Fisher Scientific Inc. Reduce -29.7% 0.03% −0.01
PEG Public Service Enterprise GP Reduce -17.4% 0.02% −0.01
XOM Exxon Mobil Corp. Reduce -7.2% 0.14% −0.00
WMT Walmart Inc. Reduce -10.3% 0.07% −0.00
SCHX Schwab US Large-Cap ETF Sold out 0.00% −0.00
UL Unilever PLC Sold out 0.00% −0.00
CHD Church & Dwight Co. Inc. Sold out 0.00% −0.00
OTIS Otis Worldwide Corp. Sold out 0.00% −0.00
CFO Victoryshares US 500 Enhance Sold out 0.00% −0.00
ANSS Ansys Inc. Sold out 0.00% −0.00
SCHF Schwab Intl Equity ETF Sold out 0.00% −0.00
RSP Invesco S&P 500 Equal Weight Sold out 0.00% −0.00
U Unity Software Inc. Sold out 0.00% −0.00
SPYG SS SPDR P S&P 500 Growth ETF Sold out 0.00% −0.00

Portfolio Buys Q2 2025 → Q3 2025
APH Amphenol Corp. Class A Add +18223.9% 1.08% +1.07
NFLX Netflix Inc. Add +6181.8% 0.86% +0.84
GOOGL Alphabet Inc. Class A Add +0.2% 2.50% +0.69
SPYM Ste STR SPDR PT S&P 500 ETF Add +4.8% 4.52% +0.51
NVMI Nova Ltd. Add +0.8% 3.23% +0.47
GRMN Garmin Ltd. Add +1.3% 2.81% +0.45
VUG Vanguard Mrngstar GR ETF-Sui Add +1.6% 3.97% +0.39
HD Home Depot Inc. Add +0.7% 3.42% +0.34
PWR Quanta Services Inc. Add +0.3% 3.42% +0.30
HDB HDFC Bank Ltd.-ADR Add +35.2% 1.57% +0.26
VOT Vngrd Mrngstr MC GRW ETF-Usd Add +13.0% 1.62% +0.23
PH Parker Hannifin Corp. Add +1.2% 2.22% +0.20
MSFT Microsoft Corp. Add +0.2% 4.91% +0.19
VGT Vanguard Info Tech ETF Add +1.6% 1.34% +0.17
VIG Vanguard Dividend Apprec ETF Add +1.1% 2.21% +0.13
MCD McDonald's Corp. Add +1.1% 1.87% +0.09
ON On Semiconductor New 0.03% +0.03
CG The Carlyle Group Inc. Add +0.5% 0.07% +0.01
VTI VG Morningstar TS MKT ETF-US Add +0.4% 0.09% +0.01
BX Blackstone Inc. Add +0.7% 0.05% +0.01
PSX Phillips 66 Add +0.9% 0.04% +0.01
MA Mastercard Inc. Class A Add +1.3% 0.21% +0.00
MO Altria Group Inc. Add +1.7% 0.04% +0.00
JPM JPMorgan Chase & Co. Add +0.4% 0.05% +0.00
MRK Merck & Co. Inc. Add +1.0% 0.06% +0.00
XEL Xcel Energy Inc. Add +0.8% 0.02% +0.00
DIS The Walt Disney Co. Add +12.3% 0.10% +0.00
IONQ Ionq Inc. New 0.00% +0.00
JOBY Joby Aviation Inc. New 0.00% +0.00
MDYV SS SPDR S&P 400 MC Val ETF Add +0.4% 0.04% +0.00
ACHR Archer Aviation Inc. Class A New 0.00% +0.00
RGTI Rigetti Computing Inc. New 0.00% +0.00
QBTS D-Wave Quantum Inc. New 0.00% +0.00
PFE Pfizer Inc. Add +1.8% 0.02% +0.00
F Ford Motor Co. Add +1.3% 0.01% +0.00
VCSH Vanguard S/T Corp. Bond ETF Add +1.1% 0.06% +0.00
BSV Vanguard Short-Term Bond ETF Add +1.0% 0.06% +0.00
VPU Vanguard Utilities ETF Add +1.3% 0.01% +0.00
SDY SS SPDR S&P Dividend ETF Add +0.9% 0.02% +0.00
SCHD Schwab US DVD Equity ETF Add +0.9% 0.01% +0.00
SO The Southern Co. Add +0.5% 0.01% +0.00
IWS iShares Russell Mid-Cap Valu Add +1.7% 0.00% +0.00
BND Vanguard Total Bond Market Add +0.8% 0.01% +0.00
EXC Exelon Corp. Add +0.7% 0.00% +0.00
SCHO Schwab Short-Term US Treas Add +1.0% 0.01% +0.00
VEA Vanguard Ftse Developed ETF Add +1.2% 0.00% +0.00
AMGN Amgen Inc. Add +5.6% 0.00% 0.00
IRM Iron Mountain Inc. Add +0.8% 0.09% 0.00
WMB Williams Cos Inc. Add +1.1% 0.00% 0.00
CSCO Cisco Systems Inc. Add +0.6% 0.02% −0.00

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 205$227.4MTSM, LLY, SPYM, NVDA, VUG
Q1 2026 204$194.8MTSM, SPYM, NVDA, LLY, VUG
Q4 2025 176$202.2MTSM, LLY, NVDA, SPYM, MSFT
Q3 2025 173$193.3MTSM, NVDA, MSFT, SPYM, LLY
Q2 2025 193$192.9MTSM, MSFT, NVDA, LLY, SPYM
Q1 2025 186$171.7MLLY, MRSH, TSM, MSFT, VUG
Q4 2024 196$189.2MTSM, LLY, MSFT, NVDA, MRSH
Q3 2024 194$182.7MLLY, TSM, MSFT, MRSH, NVDA
Q2 2024 182$174.2MLLY, TSM, MSFT, NVDA, MRSH
Q1 2024 192$170.9MLLY, MSFT, MRSH, TSM, HD